Lifetime Financial Management Intermediaries Ltd
Lifetime House
Great Cliffe Court
Dodworth, Barnsley
South Yorkshire
S75 3SP
Lifetime puts clients at the centre of our services, rather than their money.
This might sound unusual for a financial management company. However, as Financial Planners we are committed to helping our clients live the life they want both now and in the future. This is the most important part of our business.
Gaining a clear understanding of our client’s needs and aspirations requires us to get to know them as people and discover what’s important to them, rather than what’s important to us.
We have all the tools to give effective, fee-based advice to our clients, including specialist advisers in all aspects of finance. Most importantly, that advice enhances our clients’ ability to achieve their life plans and, if required, helps clients live the life they want. The only way to make sure of this is to understand what that life looks like for each individual client.
Our starting point is your story – not ours!
Please have a look at our ‘Big Questions’ video:
https://www.youtube.com/watch?v=VdVxmrLojiQ
Lifetime is a trading name of Lifetime Financial Management Intermediaries Limited, registered in England. Registered No. 4539070. Authorised & Regulated by the Financial Conduct Authority. Financial Conduct Authority Number 225795.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.