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.

• Miriam Eileen Green

  IRN MEG00009

  • SMF3 Executive Director (9 Dec 2019 to 19 Mar 2024)
  • CF11 Money Laundering Reporting (26 Apr 2006 to 11 May 2015)
  • CF1 Director (1 Dec 2001 to 8 Dec 2019)
• Nicholas Paul Clarke

  IRN NPC01067

  • CF21 Investment Adviser (6 Jun 2002 to 1 Jun 2004)
  • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 6 Jun 2002)
• Paul Graham Hubbard

  IRN PGH00032

  • CF1 Director (1 Dec 2001 to 1 Jun 2004)
• Paul William Homans

  IRN PWH00010

  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Peter Green

  IRN PXG00025

  • SMF3 Executive Director (9 Dec 2019 to 19 Mar 2024)
  • CF30 Customer (1 Nov 2007 to 1 May 2017)
  • Responsible for Insurance Mediation (14 Jan 2005 to 11 May 2017)
  • CF1 Director (AR) (20 Sep 2004 to 31 Oct 2007)
  • CF1 Director (1 Dec 2001 to 8 Dec 2019)
  • CF24 Pension Transfer Specialist (1 Dec 2001 to 31 Oct 2007)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • CF8 Apportionment and Oversight (1 Dec 2001 to 31 Mar 2009)
  • CF10 Compliance Oversight (1 Dec 2001 to 11 May 2017)
• Simon Tuson

  IRN SXT01837

  • 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 10 Dec 2019)
  • [FCA CF] Client dealing (since 10 Dec 2019)
  • CF11 Money Laundering Reporting (26 May 2015 to 12 Jun 2018)
  • CF30 Customer (15 Oct 2014 to 8 Dec 2019)
• Susan Croucher

  IRN SEL00027

  • SMF3 Executive Director (since 3 Jun 2024)
  • CF30 Customer (1 Nov 2007 to 17 Sep 2012)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)

• 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.