Monthly Archives: June 2019

Lifetime colleagues come together to mark retirement of financial planner Jen

The Lifetimers came together on Friday afternoon to mark the retirement of chartered financial planner Jennifer Broadhead. Jen (pictured below) has been a popular figure at the company since her arrival in October 2016 – and colleagues were determined not to see her leave without letting her know of their high regard. And keen baker Jen…

Lifetimer James passes Long Term Care Insurance exam

Lifetime financial planner James Fisher has chalked up another notable exam success. James (pictured below) passed the CII’s CF8 (Long Term Care Insurance) exam, adding another string to his already impressive financial bow! Well done James!

Lifetime seeking telephone appointment maker

Lifetime is seeking fresh inspiration in the form of a new telephone appointment maker. We want someone with a warm, welcoming personality who wants to progress and thrive with a dynamic, forward-thinking financial management company. Working hours (Monday to Friday) would consist of: 9am to 5pm (three days) and 11am to 7pm (two days). The…

Lifetimer Ken clocks up the coastal miles in ‘mighty hike’ for charity

Lifetime Mortgage Adviser Ken Abbot clocked up the coastal miles on Saturday – all for a great cause. Ken (pictured below) took part in one of Macmillan Cancer Care’s Mighty Hikes. This particular hike was from Weymouth to Wareham along the challenging but magnificent Jurassic Coast, England’s first natural World Heritage site. Ken said: “I managed to…

Loyal clients helping Lifetime boost hospice coffers

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…

Lifetime pension pair chalk up AF7 exam success – making it a full house!

Lifetime pension specialists Rupert Smith and Steve Lambarth have chalked up exam success. The pair (pictured below) have passed the AF7 pension transfers exam. That means that all four full-time members of Lifetime’s pension department (Rupert, Steve, Jeff Winter and Tom Nelson) are AF7 qualified. A great achievement guys!  

Lifetimer Steve ‘ambles’ 22 miles for charity cash

Lifetime pension specialist Steve Lambarth once again successfully completed the 22-mile long ‘Acorn Amble’, from Castleton to Burncross, in the aid of charity. Lifetimer Steve, pictured below (right, in baseball cap), took part in Saturday’s event along with over 100 others. The organisers are hoping to raise a record amount this year for the two…