News

‘Brilliant from start to finish!’ Lifetimer Scott and mortgage team receive glowing testimonial

Lifetime Mortgage Adviser Scott Kershaw (pictured below) was thrilled this week to receive a glowing testimonial from a very happy couple.

The delighted clients wrote: “We found the entire process extremely easy due to your help.

“You and the service you provided was brilliant from start to finish. You made the entire process stress free, handling everything for us.

“We felt you went above and beyond your role. Not only were you available to speak to, whenever we had any queries, you also proactively liaised with all parties involved in our conveyancing, meaning we had a friendly and accessible single point of contact for all our needs. You made what is typically a stressful period hassle free.

“We felt completely supported in navigating the complex and confusing world of choosing and securing a mortgage because of you.

“We felt like you provided us with a personalised service, helping us find, choose and secure a mortgage product which best suited our circumstances. You explained everything in extremely simple and understandable terms, presenting us with a range of options and working through each to find the right one for us.

“What an extremely proficient and professional service. Thank you.”

RIP Jack Bogle, the man who transformed money management

Jack Bogle, the genius behind Vanguard and Passive investment strategies, has died at the age of 89.

The Vanguard Group founder and father of the index fund passed away on Wednesday.

He transformed money management, making investing cheaper, simpler and more accessible than ever before, lifting the financial well-being of millions of people in the process.

Lifetime has paid tribute to the great man on our social media platforms, and we would also like to share this terrific tribute that was written by Nir Kaissar for Bloomberg:

https://www.bloomberg.com/amp/opinion/articles/2019-01-17/jack-bogle-showed-enriching-lives-goes-beyond-riches?__twitter_impression=true

What our clients have to say about us!

Clients are at the very heart of all we do at Lifetime.

We get to know you and discover what’s important to you.

Indeed, our starting point is your story.

Says Lifetime MD Ian Dickinson: “Lifetime will always strive to deliver and adapt to change so that our customers feel well served by the advice and the relationship they have with Lifetime, knowing that the professionalism of our representatives is second to none.

“There is no limit to the success Lifetime can achieve but the measure to that success is delivering great service to our customers. We will not compromise on that.”

But don’t just take our word for it. Here is a video that shows our clients talking about their experiences with our financial planning company.

Have a listen.

 

One in three employees lose sleep over retirement money worries

Employees need help with their finances.

A report prepared by the Financial Advice Working Group for HM Treasury and the Financial Conduct Authority [March 2017] revealed that almost half of all employees worry that they will be unable to retire, and one in three actually admit to losing sleep because of this.

Research by the Chartered Institute of Personnel and Development (CIPD) found that money worries were the biggest source of stress to UK employees [CIPD, 2016].

That research also indicated that 90 per cent of employers agreed that financial concerns have an impact on workplace performance.

And forty-one per cent of people feel they do not have good control of their money, or manage it well.

While employees are often hesitant to ask their employers for direct support with financial issues and concerns, they like the idea of getting impartial support. Fifty-seven per cent of employees would like to see financial advice provided in the workplace.

Both employers and employees agree that if employees knew where to go for help and guidance they would have much better control over their money, and would seek help when they needed it.

Our vision at Lifetime is to help employees take better control of their finances, understand what their money can and cannot do for them, make healthier financial decisions, and plan for the future in a strategic, longer-term way.

Wishing everyone a very Happy Christmas – and a wonderful New Year!

As we count down to Christmas Day, all the festivities, and the onset of 2019, all of us here at Lifetime would like to wish everyone a very Happy Christmas – and a wonderful New Year!

The foundation of our financial management business has always been the relationships we have had with our clients.

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.

So to all our clients, and everyone we know, Merry Christmas and a Happy New Year!

  • The Lifetime offices will be closed from 4pm on Friday, December 21 until 9am on Wednesday, January 2, 2019.

Lovely Lifetime ‘Christmas do’ at Cannon Hall Farm!

For the second successive year the Lifetimers enjoyed a terrific ‘Christmas Do’ at Cannon Hall Farm’s White Bull.

The company came together in a fantastic venue to celebrate the forthcoming festive season – and to mark another highly productive year.

And our ‘social secretary’ Annabelle Dickinson was on hand to take some photos!

The Lifetimers also got together in their Brook House home on Monday lunchtime, to enjoy a ‘Christmas fuddle’ (see pictures below).

Happy Christmas everyone!

Spirit of Christmas alive and well as Lifetimers present hospice with referral scheme cheque

Barnsley Hospice Corporate Fundraisers Vicky Stead and Samantha Silverwood were welcome visitors to Lifetime this cold and frosty morning – to receive another cheque from our highly successful referral scheme.

Vicky and Samantha were presented with a cheque for £142.98 by Lifetimers Holly and Danny, who were resplendent in their Christmas jumpers!

The Lifetime Referral Scheme has now raised over £35,000 for hospices up and down the country.

 

Lifetimers get into the festive spirit on Christmas Jumper Day!

Christmas Jumpers were all the rage at Lifetime HQ on Friday!

The Lifetimers took great delight in donning their festive favourites to mark Christmas Jumper Day 2018 – and ‘social secretary’ Annabelle Dickinson was on hand to capture the scene!

Lifetimer Tracey takes along client to present latest hospice cheque

A delighted Lifetime client presented the latest cheque from the company’s highly successful referral scheme.

The client was taken along to Lindsey Lodge Hospice in Scunthorpe by Lifetime financial planner Tracey Warring – and a cheque for £245.15 was presented to funsdraiser Sharon Tune (see picture below).

Lifetime, with the help of their loyal clients, has now raised over £35,000 which has been handed out to 23 different hospices up and down the country.

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.

For more information about the Lifetime hospice referral scheme, go to: https://lifetime-fm.com/lifetime-in-driffield/hospice-referral-scheme/

Lifetimer Luke receives lovely client testimonial

Financial Planner Luke Worthy has been given a lovely testimonial from a grateful client.

Lifetimer Luke (pictured below) was thrilled to receive a glowing letter from the client, which highlighted the adviser’s ‘excellent customer service’.

The letter read: “I work in the pension industry myself and recently had some questions surrounding my own pension benefits. Mr Worthy took the time to visit me and provide me with the information I required.

“I feel I have to write to let you know how impressed I was with him. He came across as a person who thoroughly enjoys what he does and as a result is very good at it. He was very patient and provided me with a very clear and detailed explanation of what I needed to know, thereby putting my mind at rest for which I was very grateful.

“Overall he provided me with excellent customer service, which I feel is always very important when dealing with people, both over the telephone and face to face.

“I would once again like to thank him for his time and expertise.”