Lifetime Financial Management

Reviews, get directions and contact details for Lifetime Financial Management

About

We strive to answer your BIG questions.

"We are Lifetime, a long established financial planning business that is passionate about helping people take control of their finances and make better informed money choices. Our innovative digital service - and financial wellbeing programme - enables us to offer help, guidance and financial advice to everyone: employers, employees, individuals, couples and families.Whatever stage of life you are at, from starting to save, buying your first property, through to considering your retirement options, we are here to offer a guiding hand. We listen to understand - and make the complicated simple. We partner with employers to bring financial freedom to thousands of employees."

Address: 4 Great Cliffe Rd, Dodworth, Barnsley S75 3SP, UK

Phone: 01226 208600

Website

State: South Yorkshire

City: Barnsley

Zip Code: S75 3SP

opening times

Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

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Reviews

We recently used Lifetime as our fixed rate mortgage deal had come to an end and we were looking to switch to a new lender. Our mortgage Advisor, Scott made the whole process an absolute breeze. Communication was fantastic and he was very flexible when arranging meetings. Everything ran smoothly and I cannot fault a thing. Thank you again!

Lifetime have been a fantastic support and help in our house buying process. As first time buyers we were nervous and unsure of the process but Scott put us at ease instantly. He made us feel comfortable to ask silly questions and always had time for us. Without Scott's expertise and guidance we would not be in our first house now, and we are extremely grateful for the role he played. Lifetime has been fantastic and the service is unbeatable. Thank you to everyone who was involved in our journey - we look forward to working with you again!

Lifetime were recommended to us by a close friend and as such we made an initial enquiry – and we are so glad we did. James, our Financial Advisor, has been brilliant, the advice he has given has been in-depth, honest and unbiased and we now have a clear understanding with regards to our finances, pensions and retirement plans. At no point did we feel pressured or that we were being treated as just another customer, James was professional and knowledgeable, offering guidance and empathy throughout the process, the advice given has been invaluable. James has been the face of Lifetime for us and from what we have experienced not only is he a great ambassador for the company but it has given us total confidence that our finances are in safe hands. It goes without saying that we would highly recommend Lifetime.

I felt that I should look into how to seek help in securing my financial position for my remaining years. I am 72. Lifetime have shown me the way to do this. They have given me the confidence to release part of my funds for them to reinvest with a view to keeping up with the rising cost of living. Kristain at Lifetime patiently guided me through the investment procedure and made sure I understood every step. I am looking forward to feeling more relaxed about my future now I have seen the projected figures drawn up by Lifetime’s experts and feel I am in safe hands.

Kris Booth has been very helpful and explained all the aspects of our pension plan in a language that is easy to understand. He has also shown us how it will develop in the future and advised us on certain problems we may have with not having done a power of attorney when we did our wills. Nothing seems too much trouble for him, I’m glad I chose lifeline to deal with my pension after hearing some of the issues other people have. Thank you, Regards, Mike Harper

Kris and the team at Lifetime have been fantastic during the process of a full financial plan. I was at a stage personally where I needed to look at multiple areas- investing, saving, life cover and pensions. It was really useful to have a full financial review and develop a plan with Kris. Due to my location all meetings have been done remotely - this has not hampered the excellent level of service provided, still feeling personal and always giving all the time required.  I would highly recommend

Lifetime have provided excellent support to me after the death of my husband. They have handled the setting up of an annuity using my husband's investment. They search for the best buy for my future needs and provided advice to me and acted as efficient and friendly intermediaries  . This in turn gave me the confidence to deal with my finances after my husband's death. I particularly want to thank Sheila Lynch and Stephen Baskind.  Sheila's kindness , patience and accuracy assured me of a positive outcome.  Stephens efficiency , persistence & financial skills gave me the best financial advice and provided the best outcome to buy an annuity which will help provide for the future.  Thankyou Sheila,  Stephen and Lifetime  Mary Brailsford

I first contacted Lifetime several years ago prior to my retirement, this was because I was unsure about the value of my  private pensions. I had a meeting with their advisor Janet that enquired about my pensions and most importantly what my outgoings were along with my financial expectations for retirement. As a result of these enquiries I was told rather surprisingly that I could retire now if I wanted. Since that day I have had excellent advice and service from Lifetime. My current Lifetime Financial Advisor Kris Booth has given first class advice and is always available. I find the yearly update meetings with Kris very helpful and informative. I would not hesitate to recommend Lifetime to those seeking financial advice.

I have once again contacted Lifetime’s Scott Kershaw to arrange a new mortgage deal as mine was coming to an end. Top service.  All went very smoothly & I was kept informed all the way. I really do appreciate the friendly, personal approach. Very comforting in these uncertain times.  I have been with Lifetime 12 years + and have known Paul Lees my financial advisor for quite a bit longer.  Paul has become a very trusted friend and I feel comfortable talking to him.  Whilst being with Lifetime I have used a number of their services, investments, mortgages, pensions, will writing and POA’s. All these have been guided by Paul who introduced us to the specialist advisors, his colleagues within Lifetime.  They all provided a splendid service.  Quite a few significant events have taken place in my life over recent years which have involved close scrutiny of finances. Paul has been there every step of the way.  If I need him, I have dropped him a line and he has responded quickly. In normal times with a visit, or more recently with a face to face zoom meeting. It’s been a great comfort to me to have someone that I can have easy discussions with. He has come to know intricately, my business and family and uses his extensive knowledge to provide the best advice for me. There is no comparison to high street banks. The personal service Lifetime offers beats them hands down. I would recommend Lifetime  to anyone seeking financial advice about anything. For the personal service - top marks.  This kind of service is very hard to find these days especially in the present situtaion.

Have been using this Company for a number of years now and never disappointed with their professionalism and speedy response to any question asked - no matter how trivial it seems to be.  Would highly recommend - very friendly and efficient service.

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Lifetime Financial Management

Reviews, get directions and contact details for Lifetime Financial Management

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