Beyond Finance Ltd

• Principal Place of Business

  Windmill Farm Business Hub

  Bowstridge Lane

  Chalfont St. Giles

  Buckinghamshire

  HP8 4RG

  UNITED KINGDOM

  Phone

  +441494675127

  Web

  https://www.beyondfinance.org.uk

• Complaints Contact

  Windmill Farm Business Hub

  Bowstridge Lane

  Chalfont St. Giles

  Buckinghamshire

  HP8 4RG

  UNITED KINGDOM

  Phone

  +441494675127

• 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

  • · 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.
  • · 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.

• 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

• 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 John Royce

  IRN AJR01216

  • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 12 Apr 2022)
  • CF11 Money Laundering Reporting (11 May 2018 to 8 Dec 2019)
• Alan Lander

  IRN AJL00023

  • CF24 Pension Transfer Specialist (1 Dec 2001 to 31 Mar 2006)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Mar 2006)
  • CF11 Money Laundering Reporting (1 Dec 2001 to 31 Mar 2006)
  • CF1 Director (1 Dec 2001 to 15 Jul 2005)
• Andrew Jonathan Hounsell

  IRN AJH01593

  • 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 10 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 10 Dec 2019)
  • SMF16 Compliance Oversight (since 9 Dec 2019)
  • SMF3 Executive Director (since 9 Dec 2019)
  • Responsible for Insurance Distribution (since 1 Oct 2018)
  • Responsibility for MCD Intermediation (since 21 Mar 2016)
  • Responsible for Insurance Mediation (10 May 2017 to 30 Sep 2018)
  • CF10 Compliance Oversight (8 May 2017 to 8 Dec 2019)
  • CF1 Director (26 May 2015 to 8 Dec 2019)
  • CF30 Customer (9 Apr 2013 to 8 Dec 2019)
• Carol Suzanne Trask

  IRN CST01030

  • CF30 Customer (19 May 2011 to 14 Feb 2014)
• David Townsend

  IRN DXT00027

  • CF21 Investment Adviser (1 Dec 2001 to 1 Oct 2003)
• John Dawson Kirkby

  IRN JDK00019

  • CF1 Director (AR) (28 Jun 2004 to 31 Oct 2007)
  • CF1 Director (1 Dec 2001 to 1 Jun 2004)
• John Gavin Scholes

  IRN JGS01102

  • CF30 Customer (28 Nov 2007 to 13 May 2011)
• Jonathan Michael Armiger Powell

  IRN JMP00026

  • 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 Sep 2022)
  • [FCA CF] Client dealing (since 1 Sep 2022)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 25 Aug 2022)
  • Responsible for Insurance Distribution (since 25 Aug 2022)
• Joshua Jerzy Wrazen

  IRN JXW01289

  • 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 1 Jul 2025)
  • [FCA CF] Functions requiring qualifications (since 1 Jul 2025)
• Maria Emily Langford

  IRN MXL00757

  • [FCA CF] Functions requiring qualifications (1 Jun 2025 to 26 Feb 2026)
  • [FCA CF] Client dealing (1 Jun 2025 to 26 Feb 2026)

• CAP Life Limited (no longer appointed)

  FRN 401036 · Appointed 21 May 2004 · Until 31 Oct 2007

• Christian Financial Wisdom Limited (no longer appointed)

  FRN 196999 · Appointed 11 Oct 2001 · Until 25 May 2004

No changes recorded yet.