Meet Flo, your financial bucket!

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!

Best wishes,


‘Lifetime offered a great experience’ – Mortgage team receive glowing Google review

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 planning

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.


‘Lifetime opportunity’ for those people seeking financial advice

A ‘Lifetime opportunity’ awaits those frustrated people in the UK who are struggling to get financial advice.

Financial management company Lifetime are sending out the message ‘we are here, come and talk to us’ following the results of research by IFA network Openwork, which has revealed that there is a real demand for financial advice.

Openwork’s nationwide study found that:

  • Around 40% of consumers wished their employer would offer financial advice.
  • Around one in three adults (33%) admitted to not being confident with money matters and 40% worried that they do not know enough about money.
  • Just 15% of adults saw a financial adviser regularly, with men more than twice as likely to receive support with their finances compared with women.
  • 23% of men said they saw an adviser compared with just 10% of women.
  • Almost six out of 10 people questioned (56%) believed they would benefit from regular financial advice.
  • The future for the advice market looked “healthy”, with demand for support rising to 71% among under-35s showing how the market will keep expanding as people get older.

Opening minds to a lifetime of possibilities is our vision here at Lifetime.

Your first step in financial planning with Lifetime will be to let us get to know you.  Our expert financial planners will help you to think about your future in a way that you might never have done before.  They will help you to consider what is really important to you, and what you really want to achieve in life.

We’ll then ask you for some financial details so that we can understand what you spend, what you have coming in, and what you’ve put away for the future.

Then, we’ll use all of this to build you a lifelong cash flow model.  We’ll also introduce you to your financial bucket, a concept we use to help our clients to understand their money.  Your cash flow model will let you see whether you are likely to be able to meet your goals. It will also show you what your life might be like in retirement.

Let Lifetime’s #Flo help you with your financial journey…….

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 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.

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 arrangement of the days can be agreed upon.

Financial experience is not essential but we are looking for someone who is confident and considerate on the telephone, can work in tandem with our financial planners and who can add value to a high performing department.

Excellent communication is a cornerstone of our business and for this role we would look for a person with:

• Telephone experience
• Excellent attention to detail
• Adaptability and flexibility, someone who is enthusiastic to new ideas and approaches
• Solid typing, note-taking and appointment making skills (training on our systems, including Intelligent Office and Outlook, will be provided)
• Empathy, understanding and rapport
• A desire to go the extra mile

Remuneration is negotiable for the right person.

If you are ‘the one’ for us, then please telephone Lucie Haxby on 01226 208600. Only by initially expressing your interest to Lucie by telephone will your application be considered. Lifetime is looking to fill this position as soon as possible.

Lifetimer Danny delighted by RO1 finance exam success

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!

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 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!”


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 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).