Lifetime Financial is offering a free online financial plan service to help bridge the advice gap and support more people in getting access to advice.
Customers will be able to input their goals, savings and expenditure online through the advice firm's website. They will then be introduced to a financial coach who will help them input any missed information before a financial plan is created and sent to them using the firm's cashflow software. The customer's financial plan will be explained by the financial coach in a simple and coherent way through video and if they wish for further advice and support, they will be directed to a Lifetime financial adviser. For further guidance from a financial adviser, customers will be asked to pay a...
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