Inspirational Financial Management: A Not So Inspirational Story.


Inspirational Financial Management Ltd, a firm once known for its services in pension transfers and equity release, has recently undergone significant changes, notably entering liquidation. This development is crucial for clients and stakeholders who have been associated with the firm.

If you believe you have been affected by advice regarding your pension transfers from Inspirational Financial Management, please read on as you may be able to claim back money for your losses.

Key Developments

Liquidation Status

As of now, Inspirational Financial Management Ltd is in liquidation. This status indicates that the firm is in the process of winding up its affairs and distributing its assets. Clients and stakeholders should be aware of this significant change in the firm's operations.

Asset Restrictions

Effective from November 13, 2020, the Financial Conduct Authority (FCA) imposed asset restrictions on the firm. Specifically, Inspirational Financial Management Ltd must not engage in any activities related to its assets without the prior written consent of the FCA. This measure reflects the regulatory body's oversight and ensures compliance with financial regulations.

Regulatory Compliance

Inspirational Financial Management Ltd was categorised as an Article 3 MiFID-exempt firm since November 1, 2007. This designation required the firm to adhere to specific regulations under The Financial Services and Markets Act 2000 (Markets in Financial Instruments).

Connections and Representations

There is a notable link between Inspirational Financial Management Ltd and Reis Financial Planning, with shared directorship providing a connection between the two entities. Furthermore, Lifetime Equity Release Ltd served as an appointed representative of Inspirational Financial Management Ltd from April 17, 2019, to April 30, 2021.

Trading Names and History

Inspirational Financial Management Ltd operated under various trading names, including IFM Mortgage Solutions and IFM Retirement Solutions, since February 2006, and under its own name since March 2003. It was previously known as Lifetime Solutions between November 2019 and October 2022.

CP Financial Claims: Your Partner in Navigating Financial Challenges

Amidst the unfolding events at Inspirational Financial Management Ltd, here at CP Financial Claims, we are dedicated to assisting you through these complex times. Our expert team is ready to provide guidance and support for your financial concerns, especially in matters related to pensions and equity release affected by this situation. Trust us to navigate these challenges with you, ensuring your financial security and peace of mind.

More Information To Come

There is not a vast amount of information out there regarding Inspirational Financial Management Ltd, however, as and when we receive more information, we will update this page.

In the meantime, if you recognise any of the firms discussed above, or think you may have been affected by advice surrounding pension transfers and equity release, please reach out via the form for a free, no-obligation chat with our team.

Have You Been Affected?

At CP Financial Claims, our goal is utmost transparency. You'll only be charged a fee if we successfully secure financial redress for you. The success fees can range from 15% to 25% of your settlement, depending on the amount. For more information, click here.
In the event that you pursue your claims until the end but they turn out to be unsuccessful, you won't owe any payment. If you decide to cancel your claim after the 14-day cooling-off period but before the process concludes, there may be a cancellation charge. To learn more about cancellation fees, click here.

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