Lifetime Financial Management Intermediaries Ltd

• Principal Place of Business

  Lifetime House

  Great Cliffe Court

  Great Cliffe Road

  Barnsley

  South Yorkshire

  S75 3SP

  UNITED KINGDOM

  Phone

  +4401226208600

  Web

  https://www.lifetime-fm.com

• Complaints Contact

  Lifetime House

  Great Cliffe Court

  Great Cliffe Road

  Barnsley

  South Yorkshire

  S75 3SP

  UNITED KINGDOM

  Phone

  +4401226208600

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• P2P Lending Advice

  For Commercial, Retail (Investment), Retail (Non-Investment Insurance)

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

  Show 2 limitations Hide limitations

  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.
  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Investment Advice (no pensions)

  For Commercial, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Insurance Admin

  For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

  Show 1 limitation Hide limitations

  • · This activity is limited to relevant credit activities as defined in paragraph 2G of Schedule 6 of the Financial Services and Markets Act 2000

• Stockbroking

  For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

• Debt Advice

  Show 1 limitation Hide limitations

  • · This permission is limited to debt counselling with no debt management activity

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Aaryn Kelson Denis Alcock

  IRN AKA01082

  • CF30 Customer (9 Jan 2012 to 7 Jun 2013)
• Alan John Mills

  IRN AJM00055

  • CF24 Pension Transfer Specialist (22 Jul 2004 to 31 Oct 2006)
  • CF21 Investment Adviser (11 Jun 2004 to 31 Oct 2006)
• Amanda Jane Drury

  IRN AJR01344

  • CF30 Customer (15 Jun 2009 to 17 Nov 2010)
• Brendan Craig Hurley

  IRN BCH00012

  • CF30 Customer (23 May 2011 to 21 Jun 2011)
• Brian Skelton

  IRN BXS00005

  • CF1 Director (21 Apr 2011 to 25 Apr 2019)
  • CF30 Customer (1 Nov 2007 to 23 Sep 2011)
  • CF21 Investment Adviser (4 Jan 2005 to 31 Oct 2007)
• Brian Terence Howard

  IRN BTH00003

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 19 Jan 2024)
  • [FCA CF] Client dealing (9 Dec 2019 to 19 Jan 2024)
  • CF30 Customer (4 Mar 2011 to 8 Dec 2019)
• Carl Scott Whitham

  IRN CSW01064

  • CF30 Customer (8 Feb 2008 to 4 May 2010)
• Charlie Parker

  IRN CXP16318

  • [FCA CF] Client dealing (9 Dec 2019 to 30 Sep 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Sep 2025)
  • CF30 Customer (25 Jun 2019 to 8 Dec 2019)
• Colin Glyn Chadburn

  IRN CGC00005

  • CF30 Customer (12 Jan 2009 to 18 Mar 2016)
• Comran Taher

  IRN CXT01294

  • CF30 Customer (24 Feb 2014 to 6 Mar 2014)

• Winston Financial Management LLP (no longer appointed)

  FRN 517089 · Appointed 20 Jul 2011 · Until 1 Dec 2023

No changes recorded yet.