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.

• Simon Megson

  IRN SXM03166

  • CF30 Customer (27 Feb 2014 to 18 Aug 2016)
• Simon Snowball

  IRN SXS00137

  • CF30 Customer (12 Jan 2009 to 4 Feb 2016)
• Stephen Lawrence Baskind

  IRN SLB01142

  • 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 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (4 Jan 2010 to 29 Nov 2023)
• Stephen Ramsden

  IRN SXR01313

  • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
  • CF1 Director (21 Jan 2005 to 25 Apr 2019)
  • CF21 Investment Adviser (16 Sep 2003 to 31 Oct 2007)
• Steven Andrew Totty

  IRN SAT01053

  • CF30 Customer (5 Sep 2011 to 29 Apr 2014)
• Steven Charles William Lambarth

  IRN SCL01070

  • [FCA CF] Client dealing (9 Dec 2019 to 31 Dec 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Dec 2024)
  • CF30 Customer (1 Mar 2009 to 8 Dec 2019)
• Thomas Benjamin Nelson

  IRN TXN00130

  • Responsible for Insurance Distribution (since 14 Mar 2025)
  • [FCA CF] Significant management (since 14 Mar 2025)
  • SMF3 Executive Director (since 14 Mar 2025)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 14 Mar 2025)
  • SMF16 Compliance Oversight (since 14 Mar 2025)
  • Responsibility for MCD Intermediation (since 14 Mar 2025)
• Timothy Robert Freedlander

  IRN TRF01028

  • [FCA CF] Client dealing (25 Jul 2022 to 14 May 2025)
  • [FCA CF] Functions requiring qualifications (25 Jul 2022 to 14 May 2025)
• Tracey Ann Warring

  IRN TAW00014

  • [FCA CF] Client dealing (9 Dec 2019 to 28 Feb 2022)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 28 Feb 2022)
  • CF30 Customer (13 Jun 2016 to 8 Dec 2019)
• William Anthony Bottomley

  IRN WAB00002

  • [FCA CF] Significant management (9 Dec 2019 to 2 Apr 2026)
  • SMF3 Executive Director (9 Dec 2019 to 2 Apr 2026)
  • [FCA CF] Client dealing (9 Dec 2019 to 12 Nov 2021)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 12 Nov 2021)
  • CF30 Customer (1 Nov 2007 to 13 Jun 2023)
  • CF1 Director (21 Jan 2005 to 8 Dec 2019)
  • CF21 Investment Adviser (16 Sep 2003 to 31 Oct 2007)

• Winston Financial Management LLP (no longer appointed)

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

No changes recorded yet.