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

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  • · 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

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  • · 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.

• Curtis Anderson

  IRN CXA00315

  • 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 Aug 2023)
  • [FCA CF] Functions requiring qualifications (since 17 Aug 2023)
• Daniel Clough

  IRN DXC01860

  • 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)
  • SMF3 Executive Director (since 18 Oct 2024)
  • [FCA CF] Client dealing (since 17 Jan 2022)
  • [FCA CF] Functions requiring qualifications (since 17 Jan 2022)
• David Henry Johnston

  IRN DXJ00258

  • [FCA CF] Functions requiring qualifications (16 Dec 2022 to 31 Dec 2023)
  • [FCA CF] Client dealing (16 Dec 2022 to 31 Dec 2023)
• David John Dawson

  IRN DJD01170

  • SMF3 Executive Director (since 8 Apr 2022)
  • SMF16 Compliance Oversight (31 Jan 2024 to 3 Mar 2026)
  • SMF17 Money Laundering Reporting Officer (MLRO) (8 Apr 2022 to 3 Mar 2026)
  • Responsible for Insurance Distribution (6 Jan 2022 to 6 Mar 2026)
  • Responsibility for MCD Intermediation (6 Jan 2022 to 6 Mar 2026)
  • [FCA CF] Client dealing (21 Dec 2021 to 30 Jan 2026)
  • [FCA CF] Functions requiring qualifications (21 Dec 2021 to 30 Jan 2026)
• David Robert Connolly

  IRN DRC01170

  • SMF16 Compliance Oversight (19 Aug 2022 to 29 Dec 2023)
• Gary Christopher Donnellan

  IRN GXD01199

  • 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 14 Sep 2022)
  • [FCA CF] Client dealing (since 14 Sep 2022)
• Gregory Simister

  IRN GXS00574

  • 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 Apr 2023)
  • [FCA CF] Functions requiring qualifications (since 17 Apr 2023)
• Harriet Burns

  IRN HXB00302

  • 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 16 Nov 2023)
  • [FCA CF] Client dealing (since 16 Nov 2023)
• Helen Marie Baister

  IRN HXB00006

  • 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 17 Jan 2022)
  • [FCA CF] Client dealing (since 17 Jan 2022)
• Ian Philip Massey

  IRN IPM01030

  • 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 20 Aug 2024)
  • [FCA CF] Functions requiring qualifications (since 20 Aug 2024)

• Chambers Wealth Management Ltd

  FRN 566694 · Appointed 21 Feb 2022

• Plutus Partnership Ltd

  FRN 780346 · Appointed 21 Feb 2022

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