Jamie is one of Lifetime’s Digital Customer Coaches. He enjoys spending time with his family and friends – and loves going to restaurants and trying new foods and wines.
He has recently learnt how to ski and he is now looking forward to his first skiing trip in 2021.
Financial Planning, Pensions/Retirement Planning
We had several pensions from various different employers and didn’t know what we had or if we would ever be able to retire – to be honest, it was easier to bury our heads in the sand and avoid dealing with them. Lifetime’s new digital service offered a free review which allowed us to understand what we already had. The coaches were great, providing a detailed video that explained our financial situation in simple terms. This gave us the confidence to look at our finances in more detail and with the help of our financial adviser, Charlie Parker, we now have a plan in place going forward. The whole process has been really easy and has provided the peace of mind and reassurance that we can achieve the retirement we want.