Posts By: Andrew Lodge

Trainee financial planner Joseph chalks up RO2 exam success

Lifetime trainee financial planner Joseph Dickinson chalked up a pleasing exam success on Tuesday morning. Joseph (pictured below), passed the RO2 Investment principles and risk finance paper and is now a step closer to his ambition of becoming a fully qualified financial planner with Lifetime. Well done Joseph! Many congratulations!

Make informed money choices with the help of Lifetime’s digital financial planning service

Technology is transforming every facet of our lives and we believe that a new era of financial planning is upon us. As one of Lifetime’s core values is Innovation, we have put time and resources into establishing a dynamic, digital service that can combine our more traditional face-to-face proposition with another pathway for clients to…

What we do

Being a vastly experienced, progressive financial management company we know how best to make your money work for you. Drawing on our significant knowledge and expertise we provide informed advice on all the following areas: Savings and Investments Do you know where your money is invested? Are you dissatisfied with traditional methods of saving? Do…

A sound financial plan is a road map to your objectives

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…

Financial Planner James passes J02 Trusts exam

Lifetime financial planner James Fisher is celebrating another notable exam success. James (pictured below), who is also the Chief Innovation Officer at Lifetime, has received the great news that he has passed the J02 Trusts exam. Well done James! Many congratulations!

Lifetimer Anji delighted with RO5 exam success

Lifetime trainee financial planner Anji Ward has been studying hard for the past few months – and that work has paid off with a terrific exam success. Anji (pictured below), who is based at our Driffield office along with financial planners Robert Bligh and Kris Ward, has passed the RO5 (Financial Protection) paper. Well done Anji! Many congratulations!

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…