Lifetime Wealth Ltd
aka Lifetime IFA, DWM Mortgages, Lifetime Wealth Ltd
Authorised FRN 779040
About
Contact Lifetime IFA for independent, jargon-free financial advice. Use our contact form for expert guidance on retirement planning, investments, and more.
Source: lifetime-ifa.co.uk/contactContact & Location
Monday9:00 AM – 5:00 PM
Tuesday9:00 AM – 5:00 PM
Wednesday9:00 AM – 5:00 PM
Thursday9:00 AM – 5:00 PM
Friday9:00 AM – 5:00 PM
SaturdayClosed
SundayClosed
Specialisms
Regulatory Information
- FRN
- 779040
- Status
- Authorised
- Date Authorised
- 3 August 2017
- Years Authorised
- 8 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Acting as a CBTL advisor
- ✓CBTL Status
- ✓CBTL Effective Date
- ✓Agreeing to carry on a regulated activity
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Debt-counselling
- ✓Making arrangements with a view to regulated mortgage contracts
- ✓Making arrangements with a view to a home reversion plan
- ✓Arranging (bringing about) regulated mortgage contracts
- ✓Arranging (bringing about) a home reversion plan
- ✓Advising on regulated mortgage contracts
- ✓Advising on a home reversion plan
- ✓Making arrangements with a view to transactions in investments
- ✓Dealing in investments as agent
- ✓Assisting in the administration and performance of a contract of insurance
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 10722496
- Company Status
- Active
- Incorporation Date
- 12 April 2017
- Directors
- 1
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 30 April 2025
- SIC Codes
- 64999
Team (4)
Daniel Maddock
ApprovedCertifiedChloe Louise Illman
CertifiedEdward James Holbrook
CertifiedNatalie Green
No longer required
Quick Facts
- Torquay, South West
- 8 years FCA-authorised
- 5 registered individuals
- 4 specialisms
- 17 FCA permissions
- CH 10722496
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.