Beyond Advice Group Ltd

• Principal Place of Business

  Helix

  Edmund Street

  Liverpool

  L3 9NY

  UNITED KINGDOM

  Phone

  +441519286778

  Web

  http://www.mhwifa.co.uk

• Complaints Contact

  9 Hoghton Street

  Southport

  PR9 0TE

  UNITED KINGDOM

  Phone

  +441519286778

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• P2P Lending Advice

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

  Show 2 limitations Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.

• Equity Release Advice

  For Customer, Home reversion plans

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Equity Release Arranging

  For Customer, Home reversion plans

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• 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”.

• Equity Release Setup

  For Customer, Home reversion plans

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Adam Smethurst

  IRN AXS00350

  • [FCA CF] Client dealing (1 Mar 2020 to 8 Nov 2022)
  • [FCA CF] Functions requiring qualifications (1 Mar 2020 to 8 Nov 2022)
• Alexander Eric Monks

  IRN AXM01237

  • [FCA CF] Functions requiring qualifications (15 Aug 2022 to 23 Dec 2022)
• Andrew McMorran

  IRN AXM00018

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Client dealing (since 17 Jan 2022)
  • [FCA CF] Functions requiring qualifications (since 17 Jan 2022)
• Angela Marson

  IRN AXG00055

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 2 Dec 2024)
  • [FCA CF] Client dealing (since 2 Dec 2024)
• Anthony Atherton

  IRN DXA01321

  • [FCA CF] Significant management (since 9 Dec 2019)
  • SMF3 Executive Director (since 9 Dec 2019)
  • SMF1 Chief Executive (17 Nov 2023 to 6 Mar 2026)
  • CF1 Director (14 Nov 2019 to 8 Dec 2019)
• Anthony Greg Martin

  IRN AXM83250

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • [FCA CF] Functions requiring qualifications (since 27 Aug 2024)
  • [FCA CF] Functions requiring qualifications (1 May 2022 to 31 Jul 2024)
• Barrie John Dawson

  IRN BJD01105

  • SMF3 Executive Director (1 Apr 2022 to 19 Oct 2024)
• Cieran Culligan

  IRN CXC00710

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Functions requiring qualifications (since 1 Aug 2023)
  • [FCA CF] Client dealing (since 1 Aug 2023)
• Craig Edward Adams

  IRN CXA00175

  • [FCA CF] Functions requiring qualifications (18 Jan 2022 to 26 Feb 2026)
• Craig Hayward

  IRN CXH10963

  • [FCA CF] Functions requiring qualifications (12 Oct 2022 to 2 Sep 2024)

• Chambers Wealth Management Ltd

  FRN 566694 · Appointed 21 Feb 2022

• Plutus Partnership Ltd

  FRN 780346 · Appointed 21 Feb 2022

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