We passionately believe that financial guidance has never been as important as it is right now. By understanding your financial journey – and your own financial situation – you can take control of your future.
Interestingly, 32% of people in the Royal London survey did say that they would find financial guidance and advice more appealing if they could do everything digitally.
Well, Lifetime is endeavouring to bridge the advice gap by providing all generations with easy and secure access to full financial planning, together with a great digital experience.
Our digital financial adviser service, featuring our friendly guide flo, offers a pathway for people to take control of their finances and make better informed money choices, so they can achieve their own personal goals and ambitions.
Our secure online portal provides us with the platform to deliver a bespoke financial plan screen-to-screen, with the key human touch from our committed coaches.
As a profession we need to get the word out that ‘financial planning’ and ‘receiving expert financial advice’ is a GOOD THING!
For those of us who work in financial services, the benefits for people taking advice are very clear. But for those who don’t, much of it remains something of a mystery – and something to be very wary of, or kept away from.
We need to end that way of thinking – so that people can enjoy the real life benefits of financial planning.
