Our pension specialist Steve Lambarth (pictured) has received lovely feedback from Lifetime client Nick Boothroyd, who responded to the following questions:
How was the interaction with your financial planner? Did they put you at ease and explain things in a way that resulted in understanding and reassurance?
“Yes, absolutely. Steve always explains things well and puts us at ease.”
Were your needs addressed to your satisfaction and dealt with in a timely manner?
“Yes, as always.”
What is your favourite thing about our service?
“We always feel reassured that our money is well invested with a trusted adviser.”
What would you tell your family, friends and colleagues about us?
“[Lifetime offer] a friendly, non sales approach and all their services make you feel that your money is being well managed.”
If you need help understanding what your money can and can’t do for you, in order to make informed decisions, then get in touch. We can guide you on the journey…..
