Monthly Archives: March 2019

Financial planning with Lifetime is a process, not a product

Financial planning is a process, not a product. It is the long-term method of wisely managing your money so you can understand your true financial picture, and achieve your goals and dreams. Your first step will be to let us get to know you. We will help you think about your future in a way…

A Lifetime financial planner acts as a guide, coach, mentor and friend

A proper financial plan – a life plan – is something that we all should look to put in place. At Lifetime our financial planners act as a guide, coach, mentor, friend and confidant to their clients. Many people come to us looking for help with a specific issue, yet they soon come to realise that we…

Lifetime Bake Sale a yummy success for Red Nose Day!

Lifetime’s Bake Sale on Friday morning – held to raise funds for Comic Relief’s Red Nose Day – proved a yummy success! Lifetimers Annabelle Dickinson, Macy Corbett and Mathew Leech had done a terrific job in organising the event – with their colleagues responding in fantastic fashion with some scrumptious goodies! Said Macy: “We’ve had a…

Latest exam success sees Lifetimer Charlie complete Diploma in Regulated Financial Planning

Lifetimer Charlie Parker is celebrating – after receiving the fantastic news that he has passed his last Financial Planning exam. A thrilled Charlie (pictured below) successfully passed the RO6 exam and has now completed the Diploma in Regulated Financial Planning. To mark the memorable moment Charlie fetched in some cupcakes to share with his colleagues, who were equally delighted for…