Lifetime
Paul Lee is a seasoned financial planner with extensive experience in the financial services sector. Since January 2011, Paul has been providing clear and straightforward financial advice at Lifetime, enhancing clients’ financial well-being. Prior to this, Paul owned and operated Millennium Financial Services from January 2004 to January 2011, successfully building the practice through strong networking and client recommendations. Earlier career roles include Business Development Manager at Friends Provident from September 1998 to January 2004, and Business Development Consultant at London and Manchester from January 1992 to September 1998, where Paul focused on improving local financial practices and recruiting new advisers. Paul completed education at Rossett High School from 1983 to 1990.
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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.