Lifetime regularly ask the people we help (through the company’s client questionnaire) if our service has been of value.
One female client, Deborah Black, kindly returned her form and her kind words (about Lifetime and in particular her adviser Paul Lee) reinforced our belief that ‘we are on the right track’ and our financial planning offering does deliver true value.
Here are some of the questions she was asked (along with her answers):
How was the interaction with your financial planner? Did they put you at ease in a way that resulted in understanding and reassurance?
“Paul was very professional, polite and explained everything very clearly. It felt like we had known each other years – and made me feel very comfortable.
Do you think the material you receive from Lifetime is easy to understand?
“It is easy when Paul explains! I find all pension/mortgage material is complicated, unless explained easily. Good job to Paul!
Were your needs addressed to your satisfaction and dealt with in a timely manner?
“Yes, communication excellent, and very punctual.”
What is your favourite thing about our service?
“Having a friendly adviser who knows his job well, is very pleasant, and a pleasure to deal with.”
What would you tell your family, friends and colleagues about us?
“That you provide an excellent service that is understandable and honest. Would highly recommend you.”
