Lifewing Consultants Limited

Date authorised
1 April 2013
Companies House
02126703
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    81 Clay Lane
    Haslington
    Crewe
    Cheshire East
    CW1 5SF
    UNITED KINGDOM
    Phone
    +441270663141
    Web
    https://www.lifewingconsultants.co.uk

  • Complaints Contact

    81 Clay Lane
    Haslington
    Crewe
    Cheshire East
    CW1 5SF
    UNITED KINGDOM
    Phone
    +441270663141

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • P2P Lending Advice

    For Commercial, Professional, 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
    • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from: i) pension policies with a Guaranteed Annuity Rate (for the avoidance of doubt, this includes policies which are retirement annuity contracts with a minimum guaranteed income, where that income satisfies limb (b) of the Glossary definition of Guaranteed Annuity Rate); ii) defined contribution occupational schemes without safeguarded benefits.
    • · 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, Professional, Retail (Investment), Retail (Non-Investment Insurance), 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
    • · 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.

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Arranges Investments

    For Professional, Retail (Investment), Retail (Non-Investment Insurance), 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
    • · 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 Setup

    For Professional, Retail (Investment), Retail (Non-Investment Insurance), 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
    • · 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.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • ANN ANTONIOU

    IRN AXA00109

    • Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 30 Apr 2021)
  • Alan Graham Bowes

    IRN AGB00007

    • CF1 Director (1 Dec 2001 to 1 May 2004)
  • Anne-Marie Nicholl

    IRN AXN11541

    • 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
    • SMF16 Compliance Oversight (since 15 Apr 2021)
    • SMF3 Executive Director (since 15 Apr 2021)
    • Responsible for Insurance Distribution (since 15 Apr 2021)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 15 Apr 2021)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (15 Feb 2019 to 8 Dec 2019)
  • Antony Antoniou

    IRN AXA00011

    • [FCA CF] Client dealing (9 Dec 2019 to 3 Apr 2022)
    • SMF16 Compliance Oversight (9 Dec 2019 to 30 Apr 2021)
    • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 30 Apr 2021)
    • SMF3 Executive Director (9 Dec 2019 to 30 Apr 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 3 Apr 2022)
    • Responsible for Insurance Distribution (1 Oct 2018 to 30 Apr 2021)
    • Responsible for Insurance Mediation (28 Apr 2014 to 30 Sep 2018)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF1 Director (1 Dec 2001 to 8 Dec 2019)
    • CF10 Compliance Oversight (1 Dec 2001 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (1 Dec 2001 to 8 Dec 2019)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
    • CF24 Pension Transfer Specialist (1 Dec 2001 to 31 Oct 2007)
    • CF8 Apportionment and Oversight (1 Dec 2001 to 31 Mar 2009)
  • Colin Andrew Foster

    IRN CAF01080

    • 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 (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (1 May 2005 to 31 Oct 2007)
    • CF24 Pension Transfer Specialist (1 May 2005 to 31 Oct 2007)
  • Jason Nicholl

    IRN JXN00145

    • SMF3 Executive Director (since 24 Jan 2022)
    • Director of firm who is not a certification employee or a SMF manager (30 Apr 2021 to 23 Jan 2022)
  • Stephen William Goodrum

    IRN SWG00003

    • CF1 Director (1 Dec 2001 to 1 May 2004)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

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