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

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  • · 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

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  • · 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

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  • · 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.

• Curtis Parker

  IRN CXP00625

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Functions requiring qualifications (since 11 Mar 2024)
  • [FCA CF] Client dealing (since 11 Mar 2024)
• Daryl James Clarke

  IRN DJC01367

  • CF30 Customer (5 Sep 2011 to 8 Aug 2017)
• Donovan John Copley

  IRN DXC00175

  • CF21 Investment Adviser (23 Sep 2003 to 15 Jun 2004)
• Emma Victoria Godfrey

  IRN EVR01005

  • CF30 Customer (15 Jun 2009 to 15 Jul 2010)
• Georgia Mullany

  IRN GXM00635

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Client dealing (since 11 Mar 2024)
  • [FCA CF] Functions requiring qualifications (since 11 Mar 2024)
• Girish Kumar Lad

  IRN GKL00001

  • CF30 Customer (22 Jan 2010 to 11 May 2015)
• Graeme Dodgson

  IRN GXD00068

  • CF30 Customer (29 Jan 2010 to 2 Jul 2012)
• Graham Green

  IRN GXG00015

  • CF30 Customer (2 Apr 2009 to 25 Nov 2010)
• Helen Louise Holland

  IRN HLS01029

  • CF30 Customer (15 Oct 2012 to 17 Feb 2017)
• Ian Dickinson

  IRN IXD00025

  • SMF3 Executive Director (since 9 Dec 2019)
  • [FCA CF] Significant management (since 9 Dec 2019)
  • SMF1 Chief Executive (since 9 Dec 2019)
  • CF30 Customer (1 Nov 2007 to 23 Sep 2011)
  • CF8 Apportionment and Oversight (16 Sep 2003 to 31 Mar 2009)
  • CF21 Investment Adviser (16 Sep 2003 to 31 Oct 2007)
  • CF3 Chief Executive (16 Sep 2003 to 8 Dec 2019)
  • CF1 Director (16 Sep 2003 to 8 Dec 2019)

• Winston Financial Management LLP (no longer appointed)

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

No changes recorded yet.