Monthly Archives: November 2019

Lifetimer Anji delighted with RO5 exam success

Lifetime trainee financial planner Anji Ward has been studying hard for the past few months – and that work has paid off with a terrific exam success. Anji (pictured below), who is based at our Driffield office along with financial planners Robert Bligh and Kris Ward, has passed the RO5 (Financial Protection) paper. Well done Anji! Many congratulations!

Another cash boost for Barnsley Hospice from Lifetime referral scheme

Lifetime’s highly successful referral scheme has resulted in another cash boost for Barnsley Hospice. The hospice’s corporate fundraiser Simon Atkinson was a welcome visitor to Lifetime House on Tuesday morning to receive a cheque for £198.02 from our director William Bottomley (pictured below). The foundation of our financial management business has always been the relationships…

Lifetimer Joseph passes R01 finance exam

Lifetime trainee financial planner Joseph Dickinson is celebrating exam success. On Tuesday morning Joseph (pictured below) passed the R01 financial services, regulation and ethics exam.    Many congratulations Joseph!