Financial planner Joseph came to Lifetime in 2019, after graduating from the University of York with a degree in Accounting, Business Finance and Management.
As well as successfully gaining his [...]
Keen runner James has worked with the Lifetime team for over three years now. During a previous career in science James realised that his passion lay in helping to solve other people’s problems, [...]
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 [...]
Kris has been providing financial advice to clients for 25 years - and during that time many of those clients have become friends.
Kris completed the necessary exams to become a chartered [...]
Tracey is one of our financial planners, with over 30 years in the financial services industry.
She recently achieved her lifelong dream of owning her own equestrian property where her much [...]
Robert studied geology at university, finds economics fascinating and enjoys genealogy. He used to work on an oil rig and was also a property valuer at an estate agents before qualifying as a [...]
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. Alongside studying he spends most of [...]
Pension specialist Steve has over 35 years experience in the financial services industry - and has been with Lifetime for over 11 years.
Married to Sharon with three grown up children, outside [...]
Steve is a family man with two children. He qualified as a financial adviser 12 years ago, following a successful career as a pharmacist.
He enjoys playing squash and has just restarted playing [...]
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 [...]