Lifetimer Miles Myers is all smiles – after passing his latest exam! Trainee financial planner Miles (pictured below) this week successfully navigated the RO3 finance exam (which covers [...]
Trainee financial planner Joe Musson (pictured below) passed the RO5 finance exam in Leeds on Tuesday morning. The RO5 exam focuses on financial protection products, and forms a part of the [...]
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 [...]
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 [...]
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: [...]
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 [...]