Financial Planners

If it’s not right for the customer, it’s not right for us

Brian Howard

Financial Planner

Brian is married to Lisa and they have two children; Adam, who is training to be an accountant, and Ashleigh, who is a teacher. One of Brian's passions is his garden, which is slowly taking shape....
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Paul Lee

Financial Planner

Financial planner Paul enjoys a round or two at York Golf Club, where he has played for three years having initially learned all about the highs and lows of the game in Harrogate, where he grew up.  Paul loves spending time with his wife and daughter in their caravan at Filey on Yorkshire's east coast, where they spend many a weekend come rain or shine!...
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Stephen Baskind

Financial Planner

Steve is a family man with two children. He qualified as a financial adviser 14 years ago, following a successful career as a pharmacist. He enjoys playing squash and has just restarted playing golf after 30 years out....
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Steven Lambarth

Pension Specialist

Pension specialist Steve has over 35 years experience in the financial services industry - and has been with Lifetime for over 13 years. Married to Sharon with three grown up children, outside of work Steve is a keen Sheffield Wednesday fan, and when not travelling the country to watch his team he can usually be found on the golf course or enjoying his holidays....
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Miles Myers

Head of Client Services

Miles joined Lifetime at the age of 18 and worked in the administration department for two years, before progressing to start his financial planning exams.  Now a fully qualified financial planner, Miles looks after a number of Lifetime clients and helps develop the Lifetime digital service....
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Kris Booth

Chartered Financial Planner

Kris has been providing financial advice to clients for 27 years - and during that time many of those clients have become friends. Kris completed the necessary exams to become a chartered financial planner in 2020....
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Charlie Parker

Financial Planner

Charlie joined Lifetime in May 2017 as a trainee financial planner, having graduated from Sheffield Hallam University with a degree in Accounting & Finance. Charlie got straight to work with his exams, aimed at gaining the CII Level 4 Regulated Financial Planning Diploma, and duly became a qualified financial planner in March 2019....
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James Fisher

Head of Planning (Financial Planner)

Keen runner James has worked with the Lifetime team for over four years now. During a previous career in science James realised that his passion lay in helping to solve other people’s problems, which led him to financial planning....
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Joseph Dickinson

Financial Planner

Financial planner Joseph came to Lifetime in 2019, after graduating from the University of York with a degree in Accounting, Business Finance and Management. Away from Lifetime Joseph has numerous hobbies, the biggest of which is cooking....
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Tim Freedlander

Financial Planner

Tim graduated from the University of Glasgow after gaining a BSc Honours in Neuroscience. He then joined the Royal Air Force where he was able to fuel his love of adventure. Tim loves to keep active by regularly practicing skiing, skydiving, climbing, yoga, partner acrobatics and multiple forms of martial arts....
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