Posts By: Andrew Lodge

Another cash boost for Barnsley Hospice from Lifetime referral scheme

Lifetime’s highly successful referral scheme has resulted in another cash boost for Barnsley Hospice. The hospice’s corporate fundraiser Simon Atkinson was a welcome visitor to Lifetime House on Tuesday morning to receive a cheque for £198.02 from our director William Bottomley (pictured below). The foundation of our financial management business has always been the relationships…

Lifetimer Joseph passes R01 finance exam

Lifetime trainee financial planner Joseph Dickinson is celebrating exam success. On Tuesday morning Joseph (pictured below) passed the R01 financial services, regulation and ethics exam.    Many congratulations Joseph!  

What is meant by the term ‘Financial Planning’?

Financial planning is an ongoing process that helps you make sensible decisions about money, so that you achieve your goals in life. It is about getting organised. It is far better to be in control of your finances rather than letting those finances control you. Many people find their finances confusing, aren’t sure where they…

The need to understand our financial picture

How times have changed! The responsibility of managing your finances, and that of your family, has never been more onerous than at this present time! In years gone by the majority of companies offered pension schemes that were fully managed by Trustees. If you were a member of one of those schemes then you had…

Have you been asking yourself ‘when can I retire?’

When can I retire? Quite often it can be hard to imagine life in retirement. It is even trickier figuring out how to achieve it. You have a limited time to plan for your future and so you need to make sure that you make the right decisions during your working life. Have you been…

Lifetimer Danny delighted with RO5 exam success

Lifetimer Danny North is one very delighted young man! Danny (pictured below) has been studying hard in the last few months – and that work has paid off with a terrific exam success. Danny has passed his RO5 (Financial Protection) paper. Well done Danny! Many congratulations!

Lifetime seeking new member of communications team

Lifetime is seeking fresh inspiration in the form of a new member of our communications team. Based at our Barnsley headquarters, we want someone with individual flair, allied with a tremendous team ethos, who has a love of words and the ability and imagination to communicate our message to current and potential clients. The full-time role…

Trainee financial planner Miles passes RO4 exam

Trainee financial planner Miles Myers (pictured below) is a delighted young man this week – after passing the RO4 finance exam. The RO4 exam focuses on pensions and retirement planning, and forms a part of the Diploma in Regulated Financial Planning which Lifetimer Miles is successfully powering  towards. He was rewarded for all his study work with an exam pass on Tuesday. Many congratulations Miles! Onwards and upwards!

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…