Lifeplan Financial Management Limited

Reference number: 531619

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Also trades as
  • Lifeplan

Company details

From the company's Companies House record.

Company number
07355312
Company status
Active
Company type
Private limited company
Incorporated
24 August 2010 (15 years old)
Registered office
5b, Legion House Beaufront Park, Anick Road, Hexham, Northumberland, NE46 4TU, England
Nature of business
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Current directors and secretaries

Name Role Born Appointed
Gary Barnes Director Jan 1971 24 Aug 2010

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.

Check your FSCS cover →

Show FCA detail (11 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Names it no longer trades under

This firm has retired one trading name. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired name
  • Acquire Wealth

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Common questions

Frequently asked questions

Is Lifeplan Financial Management Limited FCA authorised?
Yes, Lifeplan Financial Management Limited (FRN 531619) is authorised by the FCA to carry out regulated activities.
Is my money safe with Lifeplan Financial Management?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Lifeplan Financial Management to the Financial Ombudsman Service, free of charge.
Is Lifeplan Financial Management a scam or clone?
Lifeplan Financial Management is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Lifeplan Financial Management's Firm Reference Number (FRN)?
Lifeplan Financial Management's FRN is 531619. You can verify it on the FCA register.