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

• Karan Mehta

  IRN KXM00583

  • [FCA CF] Client dealing (17 Mar 2023 to 31 May 2024)
  • [FCA CF] Functions requiring qualifications (17 Mar 2023 to 31 May 2024)
• Laura Jones

  IRN LXJ00234

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 7 Aug 2025)
• Leanna Margaret Curran

  IRN LXC00365

  • [FCA CF] Client dealing (14 Jun 2022 to 21 Jul 2022)
  • [FCA CF] Functions requiring qualifications (14 Jun 2022 to 21 Jul 2022)
• Lee Anthony White

  IRN LAW01034

  • [FCA CF] Functions requiring qualifications (23 Apr 2020 to 13 Apr 2023)
• Lewis Adam Benson

  IRN LXB00385

  • [FCA CF] Functions requiring qualifications (16 Mar 2023 to 5 May 2023)
  • [FCA CF] Client dealing (16 Mar 2023 to 5 May 2023)
• Luke Michael Olley

  IRN LXO00074

  • CF1 Director (AR) (26 May 2023 to 28 Sep 2023)
  • [FCA CF] Functions requiring qualifications (16 Dec 2021 to 19 Nov 2025)
• Lynn Helen Cutts

  IRN LXC00162

  • [FCA CF] Functions requiring qualifications (14 Jul 2023 to 19 Nov 2025)
• Madison Nicol

  IRN MXN00234

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 13 Apr 2022)
  • [FCA CF] Client dealing (13 Apr 2022 to 19 Nov 2025)
• Mai Thi Quynh Nguyen

  IRN MXN00160

  • CF1 Director (AR) (28 Nov 2022 to 28 Sep 2023)
  • [FCA CF] Functions requiring qualifications (30 Mar 2021 to 6 May 2025)
• Mansi Kailash Bhatia

  IRN MXB01161

  • [FCA CF] Functions requiring qualifications (30 May 2023 to 19 Dec 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.