William Bill Bottomley
Financial Adviser & Financial Planner @Lifetime
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WORK HISTORY
Financial Adviser & Financial Planner @Lifetime
Our financial planning process starts with discovering what the concerns of our clients are and how they want to live their lives now and in the future. Armed with all the facts and figures, dreams and aspirations we then put together a financial plan reflecting how this can be achieved. Having agreed on a plan we are then able to give advice if required. Life changes and so do plans so we have an annual meeting with clients to reflect this. Our areas of expertise includePensions, Investment, Savings, Mortgages, Protection, Estate Planning, General Insurance
EDUCATION
Christ and Notre Dame Liverpool
PGCE, RE
Newcastle University
BA(Hons), Religious Studies
SKILLS
ABOUT WILLIAM BILL BOTTOMLEY
We provide Financial Education for employees and individual planning videos, to help people take control of their lives by understanding their financial pictures and providing a map for their financial journey. We work with Employers to give their employees the best possible financial education benefit they could provide, through Webinars, Q and A\'s, educational videos and content tailored for their teams. We provide bespoke Financial Plans for employees through our Financial Coaches by creating videos that are personal cash flow models for the individual\'s circumstances.
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