News

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 take control of their finances and make better informed money choices.

Our secure online portal gives us the platform to deliver your own bespoke financial plan screen-to-screen, albeit with the key personal touch provided by our financial coaches.

We are endeavouring to bridge the advice gap by providing all generations with easy and secure access to full financial planning, together with a great digital experience.

If you have questions, such as when can I retire, then come and go through Lifetime’s digital financial planning process, with our brand mascot Flo  as your guide……

You will get answers.

It is a new decade. Make it the time you begin to truly understand your financial situation.

Lifetime is offering an exciting digital financial planning journey. Get in touch if you want to be in control of life’s rollercoaster – and achieve your goals and ambitions.

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 you know if you are taking too much or too little risk with your savings?

 

  • Pension/Retirement Planning

Do you know if you can retire early?

Do you understand the options available to you?

Do you understand the complexities/features of your current plans?

 

  • Mortgages

Are your mortgage terms right for you?

Do you understand the different types of mortgages available?

Are you thinking of buying a house and need advice on the best mortgage deal to suit you, together with expert guidance through the whole process?

 

  • Estate Planning

Do you know if you are affected by inheritance tax?

Do you have the right authorities in place to enable your family or the people you know and trust to act in your best interests?

 

  • Protection

Do you have the right cover in place for you and your family?

If you or your partner were unable to work are your household expenditure needs covered?

 

  • Corporate/Business Planning

Do you have business protection plans to help you overcome significant bumps in the road?

Have you considered exit strategies and succession management?

Have you considered how pensions can aid both your business and personal plans?

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 are headed, or would like a little more guidance on how to manage their money. They wonder when they can retire, how their family would cope if they were unable to work, or whether they can afford to make their aims for the future come to life.

Only by having a purpose-built, fluid plan in place will you be able to know and understand your current financial position, have the necessary signposts in place to chart your way, and take the necessary steps to attain your goal.

In other words, a sound financial plan is a road map to your objectives.

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 we have had with our clients and Lifetime has been built upon their loyalty and the level of service we have been able to provide. We have grown and continue to do so through the recommendations and referrals we receive from them, this has helped us to remain profitable and so able to improve our services to all our clients.
  • If you are happy with the service you have received from Lifetime and know of family, friends or colleagues you feel could benefit from this service then we have found a way that will also benefit your local community.
  • For all introduced clients to Lifetime, we will donate, on your behalf, 10% of any initial fees generated on new transactions completed with these clients, to your local hospice.

 

Lifetime thrilled to be named in Financial Advisers top 100 for 2019

Lifetime is committed to delivering a great financial planning service to our clients.

Making their journey with us a truly great experience is paramount.

So it is lovely to be included as one of the top 100 Financial Advisers 2019, according to ftadviser.com

Everyone at Lifetime can be proud of this latest recognition – and we are determined to carry on our great work and continue to put our clients and their goals and objectives at the very heart of all that we do.

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 are headed, or would like a little more guidance on how to manage their money. They wonder when they can retire, how their family would cope if they were unable to work, or whether they can afford to make their aims for the future come to life.

Only by having a purpose-built, fluid plan in place will you be able to know and understand your current financial position, have the necessary signposts in place to chart your way, and take the necessary steps to attain your goal.

In other words, a sound financial plan is a road map to your objectives.