All seems a long way from my quiet garage in 2004!

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All seems a long way from my quiet garage in 2004!

Lifetime news

Posted on: 19/11/2015

Here is the latest blog from Lifetime financial planner Paul Lee:

Paul Lee

“When I left Friends Provident in January 2004 I don’t think I really knew how big a change becoming a self- employed financial planner was .

“It was only when I sat in my converted garage at home with a brand new desk , new laptop , new phone that I realised that the filing cabinet was empty, other than a file on my best mate!

“But what I did have was 12 years industry experience and connections which I nurtured and turned into a business on my own until I joined Lifetime in 2011.

“It is here that I have become a more rounded and polished financial planner – and still working with many clients who were in that sparse filing cabinet in the converted garage!

“With the benefit of the Truth software we use with clients I am able to provide thorough financial planning for clients of all backgrounds and ages, showing them how the future can unfold and how with my help they can influence it.

“This all seems a long way from my quiet garage in January 2004!”

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