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

  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.

• Ian Robinson

  IRN IXR01091

  • 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 28 Mar 2025)
  • [FCA CF] Client dealing (since 28 Mar 2025)
• John Anthony Sykes

  IRN JXS00972

  • [FCA CF] Client dealing (5 Dec 2024 to 5 Mar 2026)
  • [FCA CF] Functions requiring qualifications (5 Dec 2024 to 5 Mar 2026)
• John Anthony Turner

  IRN JAT00013

  • 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)
  • CF30 Customer (since 11 Sep 2023)
  • CF1 Director (AR) (since 11 Sep 2023)
  • Appointed representative dealing with clients for which they require qualification (since 21 Feb 2022)
  • [FCA CF] Client dealing (since 21 Feb 2022)
  • SMF3 (AR) Executive Director function (30 May 2022 to 11 Sep 2023)
  • [FCA CF] Functions requiring qualifications (21 Feb 2022 to 11 Sep 2023)
• Jonathan Naughton

  IRN JXN83756

  • 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] Client dealing (since 17 Jan 2022)
  • [FCA CF] Functions requiring qualifications (since 17 Jan 2022)
• Joshua Stephen George Brooks

  IRN JXB00863

  • 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)
• Karina Jane Bowden

  IRN KXB02154

  • SMF17 Money Laundering Reporting Officer (MLRO) (since 3 Mar 2026)
  • SMF16 Compliance Oversight (since 3 Mar 2026)
• Lee Darren Gleave

  IRN LXG01313

  • 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 21 Feb 2022)
  • [FCA CF] Client dealing (since 21 Feb 2022)
  • Appointed representative dealing with clients for which they require qualification (since 21 Feb 2022)
  • CF30 Customer (5 Jan 2024 to 5 Mar 2026)
  • CF1 Director (AR) (5 Jan 2024 to 5 Mar 2026)
  • SMF3 (AR) Executive Director function (20 May 2022 to 5 Jan 2024)
• Matthew Jameson Pallatt-Taylor

  IRN MJP00077

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 20 Mar 2026)
  • [FCA CF] Client dealing (since 20 Mar 2026)
• Michael Clarke

  IRN MXC10156

  • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 8 Apr 2022)
  • CF11 Money Laundering Reporting (14 Nov 2019 to 8 Dec 2019)
• Michael James Johnson

  IRN MJJ00005

  • Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 20 Jun 2022)
  • [FCA CF] CASS oversight function (9 Dec 2019 to 20 Jun 2022)
  • [FCA CF] Client dealing (9 Dec 2019 to 6 Mar 2023)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 6 Mar 2023)
  • [FCA CF] Manager of certification employee (9 Dec 2019 to 20 Jun 2022)
  • [FCA CF] Significant management (9 Dec 2019 to 20 Jun 2022)
  • [PRA CF] Key function holder (9 Dec 2019 to 20 Jun 2022)
  • SMF16 Compliance Oversight (9 Dec 2019 to 1 Sep 2022)
  • SMF3 Executive Director (9 Dec 2019 to 1 Sep 2022)
  • [FCA CF] Benchmark submission and administration (9 Dec 2019 to 20 Jun 2022)
  • Responsible for Insurance Distribution (14 Nov 2019 to 1 Sep 2022)
  • CF30 Customer (14 Nov 2019 to 8 Dec 2019)
  • CF10 Compliance Oversight (14 Nov 2019 to 8 Dec 2019)
  • CF1 Director (14 Nov 2019 to 8 Dec 2019)
  • Responsibility for MCD Intermediation (14 Nov 2019 to 1 Sep 2022)

• Chambers Wealth Management Ltd

  FRN 566694 · Appointed 21 Feb 2022

• Plutus Partnership Ltd

  FRN 780346 · Appointed 21 Feb 2022

No changes recorded yet.