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.

• Joseph Robert Samuel Musson

  IRN JXM16236

  • CF30 Customer (18 Jun 2019 to 2 Dec 2019)
• Karen Lesley Lodge

  IRN KLL00001

  • CF30 Customer (23 Aug 2017 to 11 Feb 2019)
• Kenneth Henry Abbott

  IRN KXA00027

  • [FCA CF] Client dealing (9 Dec 2019 to 6 Apr 2023)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 6 Apr 2023)
• Kevin Lawton

  IRN KXL00042

  • SMF16 Compliance Oversight (9 Dec 2019 to 13 Mar 2025)
  • [FCA CF] Significant management (9 Dec 2019 to 31 Mar 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Mar 2025)
  • [FCA CF] Client dealing (9 Dec 2019 to 31 Mar 2025)
  • SMF3 Executive Director (9 Dec 2019 to 31 Mar 2025)
  • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 13 Mar 2025)
  • Responsible for Insurance Distribution (1 Oct 2018 to 31 Mar 2025)
  • Responsibility for MCD Intermediation (21 Mar 2016 to 31 Mar 2025)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
  • CF21 Investment Adviser (16 Sep 2003 to 31 Oct 2007)
  • CF10 Compliance Oversight (16 Sep 2003 to 8 Dec 2019)
  • CF1 Director (16 Sep 2003 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (16 Sep 2003 to 8 Dec 2019)
• Kristian Booth

  IRN KXB00018

  • [FCA CF] Client dealing (9 Dec 2019 to 15 Jan 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 15 Jan 2025)
  • CF30 Customer (14 Jun 2016 to 8 Dec 2019)
• Lee Bridgewater

  IRN LXB01605

  • CF30 Customer (16 Sep 2011 to 20 Jun 2013)
• Luke Worthy

  IRN LWW01014

  • CF30 Customer (1 Dec 2017 to 2 Dec 2019)
• Lyndon Wesley

  IRN LMW01036

  • CF30 Customer (1 Nov 2007 to 24 Nov 2008)
  • CF21 Investment Adviser (5 Jan 2005 to 31 Oct 2007)
• Malvin Ward

  IRN MXW00236

  • CF30 Customer (14 Jun 2016 to 11 Aug 2017)
• Matthew Craig Appleby

  IRN MCA01062

  • CF30 Customer (30 May 2011 to 28 Jan 2016)

• Winston Financial Management LLP (no longer appointed)

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

No changes recorded yet.