Curtis Parker Dippfs

Financial Planner at Lifetime

Curtis Parker DipPFS is a financial professional with extensive experience in business development and financial planning. Currently serving as a Financial Planner at Lifetime since January 2024, Curtis previously worked as a Business Development Manager - Partnerships at Wealthify, where responsibilities included managing strategic partnerships and generating new leads. Curtis also had a long tenure at Sheffield Mutual Friendly Society Limited, where over a span of more than a decade, responsibilities included new business sales, relationship management with financial intermediaries, and overseeing a team of Business Development Specialists. Curtis holds qualifications from the Chartered Insurance Institute and has completed an NVQ Level 2 in Business & Admin from Barnsley College.

Location

Sheffield, United Kingdom

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Lifetime

Here at Lifetime, we help people understand what their money can do for them. Since 1999, we’ve been helping to develop peoples financial understanding, education, and ultimately their well-being, by partnering with employers and offering support to their employees. Using our secure online portal, we offer a bespoke financial planning service with a human touch from our committed coaches, analysing each bit of a person’s financial jigsaw to help build a picture of their financial circumstance – all delivered in a personalised video, helping them understand where they are, and how they can move forward to live the life they want to live.


Employees

51-200

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