Company Information

Get to know Chrysalis Lifestyle Planning

Chrysalis Lifestyle Planning is a financial advisory company headquartered in Bristol, UK. Their mission is to provide friendly, approachable, and professional financial guidance to help clients achieve their financial goals. The firm specializes in several core areas: securing mortgages for homebuyers and those looking to remortgage, arranging protection plans like life insurance and income protection, and providing wealth management services, including pension and investment advice. Chrysalis Lifestyle Planning Ltd operates as an appointed representative of The Right Mortgage Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA).

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Chrysalis Lifestyle Planning

Australia

Founded in

2009 (17 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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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.