Monthly Archives: August 2018

‘Our adviser Ken was friendly, professional and knowledgeable’

Lifetime Mortgage Adviser Ken Abbott has received a lovely, heartfelt message from grateful clients. Dean and Alison Jacques had been looking for mortgage and life insurance advice and were delighted with how Ken (pictured below) dealt with their needs. They said: “After being recommended by a colleague, we contacted Lifetime for financial advice, primarily to arrange a…

Double exam delight for Lifetimers!

Following hot on the heels of the exam success enjoyed by their colleague James, Lifetimers Miles Myers and Joe Musson are also celebrating. The two trainee financial planners have also successfully negotiated their latest exams. Miles (pictured below) passed the RO2 (Investment principles and risk) paper. Meanwhile, Joe (pictured below) was all smiles after he passed…

Lifetimer James passes RO5 finance exam

A great piece of news emerged from Lifetime this week – with trainee financial planner James Fisher successfully passing the RO5 (Financial Protection) exam. Former University of Sheffield graduate James (pictured below) is now just one more exam away from becoming  a fully qualified financial planner with the company. James is just one of a number of…