Financial Planners

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

Paul Bassinder

Financial Planner

Paul is married to Dawn and has two children, Amie, who is a qualified midwife, and George (4), who is non-stop from the moment he wakes up! When not helping people with their financial planning, or chasing George around, Paul loves to play golf. He also follows the British Superbike Motor Racing Championship, which takes him and his family all around the UK every year....
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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 recently qualified teacher. The family have recently moved home and are in the process of updating it. 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 older kids. 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 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 11 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

Financial Planner

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 his working time developing the Lifetime digital service. Now a fully qualified financial planner, Miles also looks after a number of Lifetime clients....
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Robert Bligh

Financial Planner

A child of Irish parents, Robert was educated at a Catholic school in Sussex and holds two passports; 'for every eventuality' he claims! He 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 financial adviser....
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Tracey Warring

Financial Planner

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 loved equine friends can be pampered! ...
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Kris Booth

Chartered Financial Planner

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 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

Financial Planner

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, which led him to financial planning....
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