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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Jamie Baker
IRN JXB01902
- Appointed representative dealing with clients for which they require qualification (1 Oct 2023 to 29 Jan 2024)
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Jamie Frank Gillespie
IRN JXG00976
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- CF1 Director (AR) (since 4 Dec 2025)
- Appointed representative dealing with clients for which they require qualification (since 4 Dec 2025)
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Jarrar Amir
IRN JXA00821
- 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 2 Mar 2026)
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Jason McDonald
IRN JXM03719
- SMF3 Executive Director (9 Dec 2019 to 10 Oct 2020)
- Responsible for Insurance Distribution (1 Oct 2018 to 10 Oct 2020)
- Responsible for Insurance Mediation (25 Jul 2016 to 30 Sep 2018)
- CF1 Director (25 Jul 2016 to 8 Dec 2019)
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Jaydevsinh Gohel
IRN JXG00191
- Appointed representative dealing with clients for which they require qualification (29 Mar 2022 to 31 Dec 2023)
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Jingjing Yang
IRN JXY00083
- Appointed representative dealing with clients for which they require qualification (20 Feb 2023 to 29 Feb 2024)
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Joel Thomas Robinson
IRN JXR00978
- CF1 Director (AR) (8 Oct 2025 to 4 Dec 2025)
- Appointed representative dealing with clients for which they require qualification (8 Oct 2025 to 4 Dec 2025)
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Jonathan David Erwin
IRN JXE15183
- CF1 Director (AR) (21 May 2019 to 19 Dec 2019)
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Jonathan James Smith
IRN JJS01108
- Appointed representative dealing with clients for which they require qualification (18 Oct 2023 to 31 Oct 2024)
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Jordan Ian Allison
IRN JXA00272
- CF1 Director (AR) (25 Feb 2024 to 28 Oct 2025)
- Appointed representative dealing with clients for which they require qualification (7 Sep 2023 to 28 Oct 2025)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Izran Bashir
FRN 983197 · Appointed 12 Sep 2022
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Nadeem Afzal
FRN 917040 · Appointed 31 Mar 2022
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MD Parvez Alam
FRN 971016 · Appointed 2 Mar 2022
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Shield Financial Solutions Ltd
FRN 824253 · Appointed 3 Dec 2020
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RJS (London) Ltd
FRN 927740 · Appointed 12 Jun 2020
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SPK Mortgages Ltd
FRN 787341 · Appointed 9 Jun 2020
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Sadieq Khan
FRN 918862 · Appointed 2 Jan 2020
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TAC Mortgages Ltd
FRN 836763 · Appointed 15 Mar 2019
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Sandal Finance Limited
FRN 720571 · Appointed 5 Jul 2018
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Finance 4 Homes Limited
FRN 807194 · Appointed 23 Apr 2018
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.