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.

• Shaun Jason Atkinson

  IRN SXA25995

  • [FCA CF] Functions requiring qualifications (19 Dec 2022 to 17 Aug 2023)
  • [FCA CF] Client dealing (19 Dec 2022 to 17 Aug 2023)
• Stacey Anne Jones

  IRN SAJ01088

  • [FCA CF] Functions requiring qualifications (31 Jul 2023 to 2 Sep 2024)
• Stephen Dwyer

  IRN SPD01080

  • [FCA CF] Client dealing (17 Jan 2022 to 14 Nov 2024)
  • [FCA CF] Functions requiring qualifications (17 Jan 2022 to 14 Nov 2024)
• Stephen Rawson

  IRN SPR01087

  • 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 13 Nov 2023)
  • [FCA CF] Client dealing (since 21 Feb 2022)
  • Appointed representative dealing with clients for which they require qualification (since 21 Feb 2022)
• Susan Elizabeth Zanzarella

  IRN SEZ01003

  • 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)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Client dealing (since 4 Nov 2025)
  • [FCA CF] Functions requiring qualifications (since 4 Nov 2025)
• Thomas Michael Procter

  IRN TXP00169

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 15 Nov 2024)
  • [FCA CF] Functions requiring qualifications (since 21 Dec 2021)
• Thomas Peter Smith

  IRN TXS03717

  • 21. Advising or arranging (bringing about) equity release transactions
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • SMF3 Executive Director (since 31 May 2024)
  • [FCA CF] Functions requiring qualifications (since 17 Jan 2022)
  • [FCA CF] Client dealing (17 Jan 2022 to 21 Nov 2023)
• Walter Sydney Byrne Simpson

  IRN WSS00009

  • 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 7 May 2024)
  • [FCA CF] Client dealing (since 7 May 2024)
• Wesley Thomas Lockley

  IRN WTL01011

  • [FCA CF] Client dealing (17 Jan 2022 to 10 Oct 2025)
  • [FCA CF] Functions requiring qualifications (17 Jan 2022 to 10 Oct 2025)

• Chambers Wealth Management Ltd

  FRN 566694 · Appointed 21 Feb 2022

• Plutus Partnership Ltd

  FRN 780346 · Appointed 21 Feb 2022

No changes recorded yet.