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 big plans for the future come to life.
A Lifetime financial plan can help you to understand where you are now with your finances and can answer your questions about the future.
Start your financial plan, find out more or learn about financial buckets like me by watching this rollercoaster ride!
The Lifetime Mortgage team has received a glowing testimonial on Google from a delighted client.
Anthony Henry rated the service a full five stars and gave particular praise to the sterling work put in by Mortgage Adviser Ken Abbott and Mortgage Manager Michelle Youel (both pictured below).
Mr Henry enthused: “As first time buyers the process of obtaining a mortgage can be daunting, but both Ken and Michelle made the entire process a hassle free experience and couldn’t be more helpful with the numerous questions we had.
“Lifetime as a whole were very welcoming and offered a great experience for us. We’ll definitely be using them again in the future.”
- Below, the Lifetime Mortgage team of Bev, Michelle, Ken and Scott.
Taking control of your retirement. It’s by no means an easy thing to do, is it?
In this day and age of pension freedoms, you can easily get confused by all the numerous options and avenues open to you regarding your retirement.
And planning when to retire and how to pay for it can certainly be a daunting prospect.
If you need a guiding hand, then a Lifetime adviser will help you cut through the financial fog and find the best way forward, offering you the freedom, security and confidence to make the right choices. Our specialists are passionate about delivering the best advice and adding value to your retirement planning.
We will help you understand your financial picture – and map out the future in a clear, concise and understandable way. If there is anything worrying you about your retirement we can put solutions in place.
A fulfilling retirement needs Lifetime planning.
Contact us for a free consultation.
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 even came up with some chocolate cake and her renowned frangipane tarts for the occasion too!
Her work-mates had also bought Jen some farewell gifts, which were presented by Lifetime director Bill Bottomley (see below, pictures courtesy of Annabelle Dickinson).
Said Jen: “I have loved my time at Lifetime. It is a great place to work – with great people!”
Reflected Bill: “Jen has been a true professional. She is dedicated, hard-working and always gives her best. She got on so well with clients. We all wish her a very happy retirement.”
- The picture below shows Jen in her ‘cartoon character’ as part of a Lifetime social media promotion.
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!
Delight is the order of the day for Lifetimer Danny North.
Danny (pictured below) is following his dream of becoming a financial planner and has been given the news that he has passed the RO1 finance exam.
Well done Danny!
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 survive the gruelling 26.58 miles along the Jurassic Coast. It was without doubt the hardest thing I have done and I feel proud to have managed to complete the whole course at the grand old age of 65! Many thanks to all of those who sponsored me.
“Over 2,500 people registered for the event and the overall amount raised will be over £1.25m, a fantastic achievement by all concerned.
“My time of 14 hours 26 minutes included ‘pit stops’ – and would you believe it, queuing in various places to get over stiles or up numerous steps!”
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 23 different hospices up and down the country.
The biggest beneficiary is Lifetime’s local neighbours Barnsley Hospice – and their Corporate Fundraiser Simon Atkinson was a welcome visitor on Thursday afternoon to receive the latest cheque, for £136.33, from Lifetime Social Media Manager Andrew Lodge (see picture below).