Beneficial Ltd
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
Suite 1, 16a Alderley RoadWilmslowCheshireSK9 1JXUNITED KINGDOM- Phone
- +4403337000900
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Complaints Contact
Suite 1, 16a Alderley RoadWilmslowCheshireSK9 1JXUNITED KINGDOM- Phone
- +4403337000900
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Buy-to-Let Mortgage Admin
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Buy-to-Let Mortgage Advice
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Buy-to-Let Mortgage Arranging
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Equity Release Advice
For Customer, Home reversion plans
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Investment Advice (no pensions)
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Advice
For Customer, Regulated mortgage contract
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Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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Equity Release Arranging
For Customer, Home reversion plans
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Arranges Investments
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Insurance Admin
For Commercial, Retail (Non-Investment Insurance), Life Policy, Non-investment insurance contracts
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Buy-to-Let Start Date
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Buy-to-Let Status
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Credit Brokering
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Stockbroking
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Debt Advice
Show 1 limitation Hide limitations
- · 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”.
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Equity Release Setup
For Customer, Home reversion plans
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Mortgage Setup
For Customer, Regulated mortgage contract
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Investment Setup
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Credit Score Services
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Vipulkumar Jayantilal Patel
IRN VXP15774
- CF1 Director (AR) (11 Jun 2019 to 16 Jul 2020)
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Vishal Dattani
IRN VXD21573
- CF1 Director (AR) (10 Oct 2019 to 21 Apr 2020)
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William John Fox
IRN WXF00022
- Appointed representative dealing with clients for which they require qualification (9 Dec 2020 to 31 Oct 2021)
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Yuan Yuan Richardson
IRN YXR00013
- Appointed representative dealing with clients for which they require qualification (8 Dec 2021 to 30 Apr 2025)
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Yunus Saiyad
IRN YXS00073
- Appointed representative dealing with clients for which they require qualification (6 Oct 2022 to 28 Nov 2025)
- CF1 Director (AR) (6 Oct 2022 to 28 Nov 2025)
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Zak Oliver David Hewes
IRN ZXH00035
- CF1 Director (AR) (2 Mar 2022 to 31 Mar 2023)
- Appointed representative dealing with clients for which they require qualification (24 Feb 2022 to 31 Mar 2023)
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suzanne TONER
IRN SXT18276
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (since 29 Nov 2024)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Berkeley Finance Limited (no longer appointed)
FRN 841055 · Appointed 30 Apr 2019 · Until 21 Feb 2020
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Leighann Kirby Financial Services Ltd (no longer appointed)
FRN 838754 · Appointed 28 Mar 2019 · Until 28 Mar 2019
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A2Z Finance and Protection Ltd (no longer appointed)
FRN 791485 · Appointed 25 Mar 2019 · Until 28 Oct 2021
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A2B Financial Solutions Ltd (no longer appointed)
FRN 835430 · Appointed 6 Mar 2019 · Until 30 Mar 2026
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Your Keys and Protection Ltd (no longer appointed)
FRN 835435 · Appointed 6 Mar 2019 · Until 20 Nov 2020
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.