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

  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

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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.

• Miles Myers

  IRN MXM25231

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (3 Dec 2019 to 8 Dec 2019)
• Nasiba Alim Vaiya

  IRN NBS01028

  • CF30 Customer (15 Jun 2009 to 9 Nov 2010)
• Paul Edward Bassinder

  IRN PEB01075

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 16 Jan 2023)
  • [FCA CF] Client dealing (9 Dec 2019 to 16 Jan 2023)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF21 Investment Adviser (16 Sep 2003 to 31 Oct 2007)
• Paul Repetto-Lee

  IRN PDL01053

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (1 Feb 2011 to 8 Dec 2019)
• Paul Smith

  IRN PXS00124

  • CF30 Customer (25 Jun 2008 to 9 Nov 2009)
• Philip Richards

  IRN PXR01505

  • CF30 Customer (30 May 2011 to 16 Jan 2017)
• Robert Martin Bligh

  IRN RMB00088

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 10 Jan 2022)
  • [FCA CF] Client dealing (9 Dec 2019 to 10 Jan 2022)
  • CF30 Customer (15 Oct 2015 to 8 Dec 2019)
• Rupert Charles Smith

  IRN RCS00001

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • SMF3 Executive Director (9 Dec 2019 to 2 Apr 2026)
  • [FCA CF] Significant management (9 Dec 2019 to 2 Apr 2026)
  • CF1 Director (14 Jun 2019 to 8 Dec 2019)
  • CF30 Customer (1 Nov 2007 to 29 Nov 2023)
  • CF21 Investment Adviser (12 Jan 2005 to 31 Oct 2007)
• Scott Kershaw

  IRN SXK00069

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
• Simon Durkan

  IRN SJD01293

  • CF30 Customer (5 Dec 2011 to 1 Nov 2013)

• Winston Financial Management LLP (no longer appointed)

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

No changes recorded yet.