Trinity Lifetime Partners Limited
Reference number: 616281
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Appointed representative
This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.
- Appointed for 12 years
- Protected through the principal
- No FCA actions
- Active company since 2014
- Accounts filed up to 31 March 2025
Responsible principal firm
Quilter Mortgage Planning Limited Reference number: 440718 View firm →What does this mean?
- An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
- Trinity Lifetime Partners Limited (FRN 616281) is an AR of Quilter Mortgage Planning Limited (FRN 440718). When you use Trinity Lifetime Partners's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Trinity Lifetime Partners, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
- Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
Website, phone number and address
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.
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Phone number
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Address
5 Royal Exchange Buildings, London, City of London, EC3V 3NL, United Kingdom
In the full report: 3 background checks
- When trinitylifetime.com first appeared online, and whether it can receive email
- What kind of line 020 3405 4670 is
- Who else gives the postcode EC3V 3NL
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Quilter Mortgage Planning Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 08871854 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 31 January 2014 (12 years old)
- Registered office
- 3rd Floor, 5 Royal Exchange Buildings, London, EC3V 3NL, England
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| James William Steven Clark | Director | Jun 1982 | 31 Jan 2014 | 2 other companies |
| Henry James Farnell | Director | Sep 1983 | 31 Jan 2014 | 1 other company |
| Paul Merrigan | Director | Nov 1965 | 31 Jan 2014 | 25 other companies |
Other companies run by these 3 directors
A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.
- other companies
- 28
- closed down
- 5
- are FCA-registered
- 5
In the full report: all 28 companies, named
- What each company does, and whether it is still trading
- Which of these 3 directors sit on each board, and since when
- Any that went into liquidation or administration
- The 5 on the FCA register
- All 4 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£411k
−27% from £566k
Cash at bank
£430k
−43% from £755k
Owed within a year
£1.59m
+34% from £1.18m
Assets and liabilities
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
Accounts filed at Companies House for company 08871854. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
Trinity Lifetime Partners’s history from the FCA register and Companies House, newest first.
2024
19 December 2024
- Henry James Farnell stopped being the majority owner
- Paul Merrigan no longer holds 25–50% of the votes
- Trinity Lifetime Partners Holdco Limited took control (75–100% of shares)
- Ufuk Ozturk no longer holds 25–50% of the votes
Companies House
2018
30 March 2018
- Henry James Farnell became the majority owner (50–75% of shares)
Companies House
2016
6 April 2016
- Henry James Farnell became the majority owner (50–75% of shares)
- Paul Merrigan gained 25–50% of the votes
- Ufuk Ozturk gained 25–50% of the votes
Companies House
2014
24 February 2014
- Became an appointed representative
FCA register
31 January 2014
- Incorporated at Companies House
Companies House
In the full report: all 15 events
- All 15 events in its history (10 shown here)
- Every director appointment and resignation: 5
Firms connected to Trinity Lifetime Partners
Other FCA-listed firms that share a director, phone number or address with Trinity Lifetime Partners. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 6
- share a director
- 5
- share its postcode
- 1
In the full report: all 6 connected firms, named
- How each is linked: shared directors (5), the same postcode (1)
- Who links each one: the named directors, with dates
Firms like Trinity Lifetime Partners
Other firms of the same type (financial adviser), nearest first.
In London
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on Trinity Lifetime Partners
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 28 other companies its directors have run, named
- 3 background checks on its contact details
- All 15 events in its history
- 6 connected firms, named, and who links them
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk