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.”
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.
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.
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.
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.
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.
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.
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.”
The 'Barnsley Businesses Inspiring Students' project (BBIS) is the brainchild of Lifetime - and is currently being run in conjunction with Horizon College, Darton College, Penistone, Greenacre and Holy Trinity. It is an exciting journey, one which hopefully will help inspire the future generation of successful employers and employees in and around the Barnsley borough.
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...
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...