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.

• Michael John Hornby

  IRN MJH01591

  • 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 30 May 2025)
  • [FCA CF] Client dealing (since 1 Sep 2023)
  • [FCA CF] Functions requiring qualifications (since 1 Sep 2023)
• Michael William Thompson

  IRN MXT00545

  • 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 2 May 2025)
  • [FCA CF] Client dealing (since 2 May 2025)
• Nicholas Cronin

  IRN NXC01231

  • 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 23 Jul 2024)
  • [FCA CF] Functions requiring qualifications (since 23 Jul 2024)
• Nilesh Patel

  IRN NXP01197

  • [FCA CF] Functions requiring qualifications (17 Jan 2022 to 22 Feb 2023)
• Paul Davey

  IRN PXD00031

  • 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)
• Rachael Ellen Flynn

  IRN RXF00202

  • [FCA CF] Functions requiring qualifications (1 May 2022 to 29 Jul 2024)
• Rajeve Dhanda

  IRN RXD01553

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 18 Mar 2026)
  • [FCA CF] Functions requiring qualifications (since 18 Mar 2026)
• Robert Daniel Price

  IRN RDP00007

  • [FCA CF] Functions requiring qualifications (22 Feb 2023 to 12 Mar 2025)
• Rupert Nigel Kendall Baron

  IRN RNB01025

  • SMF9 Chair of the Governing Body (since 20 Feb 2026)
• Sam Inkson

  IRN SXI00071

  • 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 29 Oct 2024)
  • [FCA CF] Client dealing (10 Oct 2023 to 19 Jul 2024)
  • [FCA CF] Functions requiring qualifications (17 Jan 2022 to 19 Jul 2024)

• Chambers Wealth Management Ltd

  FRN 566694 · Appointed 21 Feb 2022

• Plutus Partnership Ltd

  FRN 780346 · Appointed 21 Feb 2022

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