The two Steves helping Lifetime clients feel confident!

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The two Steves helping Lifetime clients feel confident!

Lifetime news

Posted on: 13/01/2021

One of Lifetime’s core values is ‘Ownership’.

For us that means that:

  • We consider the impact on our colleagues and clients in every decision we make.
  • We care about our business and take pride in delivering great service and quality for our customers.
  • We are passionate and take responsibility to: “think bigger than ourselves”.
  • We are empowered to challenge the status quo and give our best.

As a professional, dedicated team we constantly try to adhere to these tenets, and all our other core values, in order to help our clients get the help, guidance and advice they need to enjoy their lives. None more so than our two Steves!

Steve Lambarth and Steve Baskind (both pictured below), financial planners and pension specialists with Lifetime, love their job and that passion and expertise flows through everything they do.

Clients really appreciate their efforts too, and that was reinforced this week by two lovely reviews that were sent in to us from people grateful to have the ‘Lifetime Steves’ as their advisers!

Kerran Daly wrote in: “I have been using the financial services of Lifetime for several years now and have had nothing but the highest levels of professional competence from all involved. Having started off by arranging my work pension they then assisted me in gathering all my previous scattered pensions together, giving me best advice on each and setting up a portfolio of investments which allowed me to retire at a time of my choosing.

“When it comes to finance, I can count and that’s about it. My Lifetime representative Steve (Lambarth) gives me extremely timely explanations and advice in a comprehensive and friendly manner, and in a language I can understand. I am indebted to him and the whole team at Lifetime and have no hesitation in recommending their services to anyone seeking professional financial advice.”

That lovely review was soon followed by one from Julie Steele, who said:

“My retirement was looming and I spent many hours online trying to make sense of the huge amount of information available regarding pensions. The more I read the more confused I became, until I met up with a former work colleague. She had taken advice from Lifetime.

“I rang them and never looked back.  My adviser, Steve Baskind, has been brilliant. He is very professional but takes time explaining everything. As we are currently going through the Covid-19 pandemic, all our meetings have been mainly on Zoom, and he has been very patient to make sure I understood all the details of the financial planning I received. I highly recommend the service they provide.”

  • If you need help and assistance with your financial planning needs, then please get in touch.



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