Company Information

Get to know Lifeplan Financial Management Limited

Lifeplan Financial Management Limited is a firm of Independent Financial Advisers (IFAs) based in Leicestershire, United Kingdom. Established to provide clients with professional and impartial financial advice, the company is authorised and regulated by the Financial Conduct Authority (FCA). They focus on building long-term relationships with both individual and corporate clients, offering tailored advice across a range of services including retirement planning, investments, mortgages, and financial protection. Their mission is to help clients make informed financial decisions to achieve their goals throughout different stages of life.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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Lifeplan Financial Management Limited

United Kingdom

Founded in

2011 (15 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.