Community News

Lifetime offices closed but ‘business goes on’ and clients can contact financial planners and staff

All our lives are in some sort of upheaval due to the rapid spread of the Coronavirus (Covid-19). We know that people are anxious right now, including our clients. Even those who have a long-term, trusted relationship with their Lifetime financial planner may be concerned about their money and investments, as the Coronavirus continues to…

Message of support to our clients in these turbulent times

The Coronavirus (Covid-19) has introduced real uncertainty and trepidation into economies and markets. We fully understand investors’ concerns about the potential effects of the coronavirus outbreak on their money. Yet there are reasons why investors should remain disciplined. A Lifetime director received a message from a client, through our secure online portal, stating they were…

Coronavirus (COVID-19) – an update from Lifetime

We are living in unprecedented times – and sometimes that leads to unprecedented steps. We know that people are anxious right now, including our clients. Even those who have a long-term, trusted relationship with their Lifetime financial planner may be concerned about their money and investments, as the Coronavirus continues to impact the UK and…

A digital planning process aimed at giving you better informed money choices

Technology is transforming every facet of our lives and we believe that a new era of financial planning is upon us. As one of Lifetime’s core values is Innovation, we have put time and resources into establishing a dynamic, digital service that can combine our more traditional face-to-face proposition with another pathway for clients to…

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…

‘Lifetime offered a great experience’ – Mortgage team receive glowing Google review

The Lifetime Mortgage team has received a glowing testimonial on Google from a delighted client. Anthony Henry rated the service a full five stars and gave particular praise to the sterling work put in by Mortgage Adviser Ken Abbott and Mortgage Manager Michelle Youel (both pictured below). Mr Henry enthused: “As first time buyers the process…

Loyal clients helping Lifetime boost hospice coffers

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…

Lifetimer Steve ‘ambles’ 22 miles for charity cash

Lifetime pension specialist Steve Lambarth once again successfully completed the 22-mile long ‘Acorn Amble’, from Castleton to Burncross, in the aid of charity. Lifetimer Steve, pictured below (right, in baseball cap), took part in Saturday’s event along with over 100 others. The organisers are hoping to raise a record amount this year for the two…