Advantage Financial Solutions Ltd

Date authorised
7 November 2022
Companies House
12291836
Last scraped
5 days ago
Watch for changes

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
    Web
    https://www.advantagefs.co.uk

  • 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.

  • Ryan Harvey

    IRN RXH00348

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 17 Apr 2020)
    • [FCA CF] Client dealing (since 17 Apr 2020)
  • Steven Morris

    IRN SXM28157

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Client dealing (since 7 Dec 2022)
    • [FCA CF] Functions requiring qualifications (since 7 Dec 2022)
    • Responsibility for MCD Intermediation (since 7 Nov 2022)
    • SMF3 Executive Director (since 7 Nov 2022)
  • Susannah Truslove

    IRN SXT00212

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Client dealing (since 16 Sep 2020)
    • [FCA CF] Functions requiring qualifications (since 16 Sep 2020)
    • Appointed representative dealing with clients for which they require qualification (16 Sep 2020 to 28 Nov 2022)
  • Thomas Collier

    IRN TXC79656

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Client dealing (since 7 Dec 2022)
    • [FCA CF] Functions requiring qualifications (since 7 Dec 2022)
    • Responsible for Insurance Distribution (since 7 Nov 2022)
    • SMF3 Executive Director (since 7 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.

No changes recorded yet.