News

Financial Planners, financial advisers, wealth managers – what’s the difference?

As alternative financial planners, Lifetime work in a different way.

We start off by finding out about you.  What your hopes and ambitions are for the future.  The ambitions you have for yourself and your family.  Then we look at the resources you’ve got available to reach those dreams.

We use all the information you give us to build you a cash-flow model.  This will look at how much money you have available in your bucket.  We will use all this to put together a proper plan.  And that’s why we call ourselves financial planners rather than financial advisers.  We don’t just want to sell you something, we want to work with you so that you can live the life you want to live.

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 2018, 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 Happy New Year!

Lifetime team in their Christmas Jumpers
  • The Lifetime offices will be closed from 2pm on Friday, December 22 until 9am on Tuesday, January 2, 2018.

Hospice fundraiser Simon all smiles after receiving Lifetime referral scheme cheque

Barnsley Hospice Corporate Fundraiser Simon Atkinson was a welcome visitor to Lifetime this morning – to receive another cheque from our highly successful referral scheme.

Simon was all smiles as he was presented with a cheque for £632.18 from Lifetime financial planner Steve Baskind. (see picture below).

Said Simon: “We are very, very grateful to Lifetime for the regular donations we receive from their referral scheme. It is a fantastic initiative.”

This latest hospice cheque took the Lifetime Referral Scheme total to over £31,000.

And while Simon was in the office he kindly unveiled the winning number for the Christmas chocolate bouquet – which raised over £60 for the hospice – and that led to Wrap Department Administrator Mathew being announced as the winner!

Chocolate heaven Mathew!

  • Pictures courtesy of Annabelle Dickinson.

‘There are easier ways’ to talk to Lifetimer Tom about your pension pot!

Lifetime’s new  video has catapulted Pension Manager Tom Nelson to ‘star status!’

Tom has been hailed the ‘new Steve McQueen’ after his action-packed showing in Lifetime’s new pension blockbuster!

Tom overcame a number of ‘obstacles’ to let people know that Lifetime are ready, willing and able to help you with your retirement planning.

Enjoy the video, but just remember, there ARE easier ways to talk to Tom and our specialist team about your pension!

  • Contact our pension professionals on 01226 208600 or email: t.nelson@lifetime-fm.com

Lifetimers enjoy Christmas Jumper Day!

Christmas Jumpers were out in force at Lifetime HQ on Friday!

The Lifetimers took great delight in donning their festive favourites to mark Christmas Jumper Day 2017 – and our trainee accountant and ‘social secretary’ Annabelle was on hand to take photographic evidence!

Lifetime team in their Christmas Jumpers

Lifetime Financial Management wishes you a Merry Christmas!

  • And there was more festive fun to come later that day – as Cannon Hall Farm was the lovely venue for Lifetime’s ‘Christmas do’.

Whistlestop video tour of Lifetime HQ

We were delighted to have a ‘film day’ at Lifetime – with a production company coming in to make some promotional videos for us.

And here is a whistlestop video tour of our HQ in Dodworth, Barnsley.

Enjoy!

A bucket, but not as you know it!

Can a bucket change your life…….?

It could well do!

Once we have discovered what is important to you and how you want to live your life, we put together a financial plan with you.

We create this plan by using a financial bucket – to illustrate what your present picture looks like and how likely it is you will be able to live the life you want now and in the future.

The plan is yours and will tell you the “Truth” about your financial situation and give you an accurate picture of what it will look like in the future.

We will be able to work with you to see how realistic your present plans are and if needs be put together a plan to help you achieve the life you want.

Here is Lifetime director William Bottomley drawing the ‘financial bucket’.

Number of hospices benefiting from Lifetime referral scheme rises to 21

The number of hospices that have benefited from Lifetime’s referral scheme has now risen to 21.

On Tuesday morning our Driffield-based financial planner Robert Bligh, resplendent in his pink tie, was a welcome visitor to the newest hospice on our ever increasing list, Dove House Hospice in Hull, to present a £400 cheque (see picture below).

Lifetime have clients up and down the country and the referral scheme has now raised a total of £30,878.55.

  • 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’s Angels on mission to make finance more female focussed!

Lifetime’s Angels are on a mission – to make financial services more female focussed!

A report from research firm Kantar (October 2017) stated that women find the world of financial services “aggressively masculine” – and that deters them from seeking financial advice or buying financial products.

Kantar sought views from 30,000 women and concluded that women often feel “diminished” when speaking to a financial adviser. The report highlighted that many women were likely to leave their money in a bank because they were so put off dealing with male financial advisers.

The report also suggested that financial services needs to ‘adapt and evolve’, in order to engage better with female clients and one of the report’s backers suggests one way to do this is to recruit more female financial advisers.

Well, here at Lifetime we have four qualified female advisers – who we firmly believe stand out from the rest.

They certainly do in our new online and social media promotion of them!

Once there were Charlie’s Angels………well now there are Lifetime’s Angels!

Tracey Warring, Janette Town, Karen Lodge and Jennifer Broadhead (pictured above, left to right) – are firm advocates of women in business, and as financial planners are ready, willing and able to pass on their expertise and knowledge to clients.

They are also happy not to take themselves too seriously! Which is rather a good thing, especially when we proposed a ‘social media make-over’ for them!

Back in the day, Charlie’s Angels were brilliant at tracking down and capturing criminals in their own unique style.

Well, Lifetime’s Angels are equally adept when it comes to delivering top quality financial advice!

And here they are in their eye-catching ‘cartoon Angels’ form!

 

Said Lifetime Communications Director William Bottomley: “Our challenge is always to get financial planning – often a difficult, complicated and ‘dry’ subject – over to the public in an engaging and unique way.

“We want to pique people’s interest in this vital subject that will affect the rest of their lives – and so if we can get people talking and thinking about financial planning – and the importance of having female input into the industry – through our social media characters then we feel we are doing our bit!”

Once they have have discovered what is important to you and how you want to live your life, Lifetime’s Angels will put together a financial plan with you.

They create this plan by using a financial bucket to illustrate what your present picture looks like and how likely it is you will be able to live the life you want now and in the future.

The plan is yours and will tell you the “Truth” about your financial situation and give you an accurate picture of what it will look like in the future. The Angels will be able to work with you to see how realistic your present plans are and if needs be put together a plan to help you achieve the life you want.

If you need financial advice, then don’t hesitate to get in touch! Lifetime’s Angels could be the answer to your prayers!

  • Our fabulous quartet will be on regular show via our social media platforms:

Twitter: https://twitter.com/LifetimeFM

Facebook: https://www.facebook.com/LifetimeBarnsley/

Linkedin: https://www.linkedin.com/company/lifetimefm

 

 

 

 

Latest Barnsley Hospice cheque takes Lifetime referral scheme over £30k mark

Lifetime’s Hospice Referral Scheme has now generated over £30,000.

Twenty hospices up and down the country have benefited from the referral scheme (http://lifetime-fm.com/lifetime-in-the-community/hospice-referral-scheme/), none more so than Barnsley Hospice.

And on Tuesday morning (November 21)  Barnsley Hospice Corporate Fundraiser Simon Atkinson was a welcome visitor to Lifetime House to receive a £600 cheque, presented to him by staff members Hayley, Elaine, James and Charlie (see picture below).

Said Simon: “We are very, very grateful to Lifetime for the regular donations we receive from their referral scheme.

“It is a fantastic initiative and we are so pleased that Lifetime and their loyal clients think of us and do so much to help.”

  • This latest Barnsley Hospice cheque took the Lifetime Referral Scheme total to £30,478.55.
  • 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.