Date authorised
7 November 2022
Companies House
12291836
Last scraped
5 days ago
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Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Advantage Financial Solutions
    The Carriage Works
    London Road
    Warmley
    Bristol
    South Gloucestershire
    BS30 5NA
    UNITED KINGDOM
    Phone
    +4401174420604
  • Complaints Contact

    Advantage Financial Solutions
    The Carriage Works
    London Road
    Warmley
    Bristol
    South Gloucestershire
    BS30 5NA
    UNITED KINGDOM
    Phone
    +4401174420604

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • Investment Advice (no pensions)

    For Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.
  • Arranges Investments

    For Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Advice

    Show 1 limitation
    • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.
  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Retail (Non-Investment Insurance), Non-investment insurance contracts

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • James Deacon

    IRN JXD00301

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Client dealing (since 30 Dec 2024)
    • [FCA CF] Functions requiring qualifications (since 30 Dec 2024)
  • James Etheridge

    IRN JXE00132

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 13 Jan 2025)
    • [FCA CF] Client dealing (since 13 Jan 2025)
  • James William Thomas-Howard

    IRN JXT00610

    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • [FCA CF] Client dealing (since 1 Aug 2023)
    • [FCA CF] Functions requiring qualifications (since 1 Aug 2023)
  • Jason Thomas Spragg

    IRN JXS01346

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 16 Jun 2023)
    • [FCA CF] Client dealing (since 16 Jun 2023)
  • Jose Jesus Do Nascimento Sousa

    IRN JXD00753

    • [FCA CF] Functions requiring qualifications (26 May 2023 to 18 Dec 2023)
    • [FCA CF] Client dealing (26 May 2023 to 18 Dec 2023)
  • Laurence Hoffman

    IRN LXH00239

    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • [FCA CF] Client dealing (since 13 Feb 2022)
    • [FCA CF] Functions requiring qualifications (since 13 Feb 2022)
    • Appointed representative dealing with clients for which they require qualification (13 Feb 2022 to 28 Nov 2022)
  • Michael Caines

    IRN MXC00455

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Client dealing (since 21 Nov 2020)
    • [FCA CF] Functions requiring qualifications (since 21 Nov 2020)
    • Appointed representative dealing with clients for which they require qualification (21 Nov 2020 to 28 Nov 2022)
  • Peter John Lloyd

    IRN PXL00324

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Client dealing (since 1 Nov 2023)
    • [FCA CF] Functions requiring qualifications (since 1 Nov 2023)
  • Rob John

    IRN RXJ00145

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 18 Jun 2025)
    • [FCA CF] Client dealing (since 18 Jun 2025)
    • [FCA CF] Client dealing (22 Nov 2022 to 28 May 2025)
    • Appointed representative dealing with clients for which they require qualification (22 Nov 2022 to 28 Nov 2022)
    • [FCA CF] Functions requiring qualifications (22 Nov 2022 to 28 May 2025)
  • Rudo Alan Hewitt

    IRN RXH00583

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Client dealing (since 5 Mar 2021)
    • [FCA CF] Functions requiring qualifications (since 5 Mar 2021)
    • Appointed representative dealing with clients for which they require qualification (5 Mar 2021 to 28 Nov 2022)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

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