Clever Financial Solutions Limited

• Principal Place of Business

  Town House

  114-116 Fore Street

  Hertford

  Hertfordshire

  SG14 1AJ

  UNITED KINGDOM

  Phone

  +442039505530

  Web

  https://www.cleveradvice.co.uk

• Complaints Contact

  Town House

  114-116 Fore Street

  Hertford

  Hertfordshire

  SG14 1AJ

  UNITED KINGDOM

  Phone

  +442039505530

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• Investment Advice (no pensions)

  For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

• 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.

• Arranges Investments

  For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

• 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”.

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

• Sehrish Jhangir

  IRN SXJ00192

  • [FCA CF] Functions requiring qualifications (8 Feb 2021 to 13 May 2021)
• Sharon Cassadie

  IRN SXC00148

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 12 May 2023)
• Shruti Deepak Shah

  IRN SXS00564

  • [FCA CF] Functions requiring qualifications (11 Sep 2020 to 4 Mar 2022)
• Simon Anthony Burke

  IRN SXB03915

  • [FCA CF] Functions requiring qualifications (5 Nov 2024 to 4 Dec 2025)
• Stanford Gwazaza

  IRN SXG00332

  • [FCA CF] Functions requiring qualifications (5 Nov 2020 to 29 Aug 2022)
• Stuart Ross Brown

  IRN SXB00889

  • [FCA CF] Functions requiring qualifications (25 Mar 2022 to 23 Oct 2023)
• Sunny Hiu Fung Kwong

  IRN SXK00348

  • [FCA CF] Functions requiring qualifications (27 Jul 2021 to 6 Jun 2022)
• Surijit Xavier Bartholomew Dcosta

  IRN SXD00510

  • [FCA CF] Client dealing (23 Nov 2022 to 7 Mar 2024)
  • [FCA CF] Functions requiring qualifications (23 Nov 2022 to 7 Mar 2024)
• Tobias Kim Easthope

  IRN TKE00003

  • [FCA CF] Client dealing (29 Mar 2023 to 26 Sep 2023)
  • [FCA CF] Functions requiring qualifications (29 Mar 2023 to 26 Sep 2023)
• Vaishali Thanki

  IRN VXT00077

  • [FCA CF] Functions requiring qualifications (26 Jun 2023 to 4 Sep 2023)

• Direct Mortgage Solutions Limited (no longer appointed)

  FRN 996740 · Appointed 23 May 2023 · Until 28 Sep 2023

• MAI NGUYEN MORTGAGE LTD (no longer appointed)

  FRN 987716 · Appointed 25 Nov 2022 · Until 28 Sep 2023

No changes recorded yet.