Financial Planners helping you live the life you want to live
The number of hospices that have benefited from Lifetime’s referral scheme has now risen to 21. On Tuesday morning our Driffield-based financial planner Robert Bligh, resplendent in his pink tie, was a welcome visitor to the newest hospice on our ever increasing list, Dove House Hospice in Hull, to present a £400 cheque (see picture below). Lifetime have…
Lifetime’s Angels are on a mission – to make financial services more female focussed! A report from research firm Kantar (October 2017) stated that women find the world of financial services “aggressively masculine” – and that deters them from seeking financial advice or buying financial products. Kantar sought views from 30,000 women and concluded that women…
Lifetime’s Hospice Referral Scheme has now generated over £30,000. Twenty hospices up and down the country have benefited from the referral scheme (http://lifetime-fm.com/lifetime-in-the-community/hospice-referral-scheme/), none more so than Barnsley Hospice. And on Tuesday morning (November 21) Barnsley Hospice Corporate Fundraiser Simon Atkinson was a welcome visitor to Lifetime House to receive a £600 cheque, presented to him by…
Congratulations are in order for Lifetime trainee financial planners Joe Musson and Charlie Parker. Joe and Charlie (both pictured below) have passed the RO1 financial planning exam and are understandably extremely happy! All their colleagues are thrilled for them too. Well done Joe and Charlie!
A senior financial figure wants to see more cashflow planning used by advisers – something we heartily agree with here at Lifetime. In his piece for www.moneymarketing.co.uk, Danby Bloch, the chairman of Helm Godfrey and consultant at Platforum, commented: “Cashflow planning and monitoring provides a core tool to enrich advice and justify annual fees to clients. The main…
The 'Barnsley Businesses Inspiring Students' project (BBIS) is the brainchild of Lifetime - and is currently being run in conjunction with Horizon College, Darton College, Penistone, Greenacre and Holy Trinity. It is an exciting journey, one which hopefully will help inspire the future generation of successful employers and employees in and around the Barnsley borough.
The foundation of our financial management business has always been the relationships we have had with our clients and Lifetime has been built upon their loyalty and the level of service we have been able to provide. We have grown and continue to do so through the recommendations and referrals we receive from them, this...
Lifetime’s loyal clients continue to help the Yorkshire-based financial management company boost the coffers of UK hospices. For all introduced clients to Lifetime, we donate, on your behalf, 10% of any initial fees generated on new transactions completed with these clients, to your local hospice. The Lifetime referral scheme has now raised over £38,000 to...