Charlie joined Lifetime in May 2017 as a trainee financial planner, having graduated from Sheffield Hallam University with a degree in Accounting & Finance.
Charlie gained the CII Level 4 Regulated Financial Planning Diploma, and duly became a qualified financial planner, in March 2019.
In his free time, Charlie enjoys cue sports and is a member of a local pool team. He is a Barnsley FC season ticket holder, likes music and film, and can often be found walking or on his bike at the weekends.
Financial Planning, Pensions/Retirement Planning
Lifetime’s new digital service offered a free review which allowed us to understand what we already had. The whole process has been really easy and has provided the peace of mind and reassurance that we can achieve the retirement we want.