What Lifetime can bring

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What Lifetime can bring

Lifetime news

Posted on: 11/07/2022

Lifetime’s digital service delivers an enhanced level of financial planning – allowing you to fully understand your finances and make informed money choices.

As passionate providers of this innovative financial wellbeing programme we promise to:

  • Listen to your concerns, hopes and ambitions
  • Explain the financial facts using simple language, not jargon
  • Show you how to make changes that improve your life now and in the future

We offer customers:

  • A personal financial plan
  • Tailored educational videos and webinars
  • Dedicated customer coaches
  • Secure online learning hub featuring helpful tools

We are all different and Lifetime fully recognise that everyone’s journey through life will vary. No financial plan is the same. It is unique to you, your circumstances, and your own goals and ambitions.

Whatever stage of your life you are at, our tailored support will address any pressing financial questions, and help you acquire the necessary skills and knowledge to manage your money, both on a daily basis and for the future.

People often seek financial advice because of a specific issue, but right at the heart of that need is one overriding thing: peace of mind.

Lifetime financial planner James Fisher

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