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

• Nkwelle Takem Clifford

  IRN TXC00178

  • [FCA CF] Functions requiring qualifications (24 Mar 2021 to 16 Apr 2021)
• Owen Peter Massarella

  IRN OXM00049

  • [FCA CF] Functions requiring qualifications (31 Aug 2021 to 7 Feb 2022)
• Pramod Kumar Singh

  IRN PXS00359

  • [FCA CF] Client dealing (1 Dec 2022 to 11 May 2023)
  • [FCA CF] Functions requiring qualifications (1 Dec 2022 to 11 May 2023)
• Prasad More

  IRN PXM00366

  • [FCA CF] Functions requiring qualifications (24 Aug 2022 to 14 Jul 2023)
  • [FCA CF] Client dealing (24 Aug 2022 to 14 Jul 2023)
• Pratap Odedra

  IRN PXO00019

  • [FCA CF] Client dealing (9 Nov 2022 to 28 Mar 2023)
  • [FCA CF] Functions requiring qualifications (9 Nov 2022 to 28 Mar 2023)
• Pratik Dharmendra Parekh

  IRN PXP00267

  • [FCA CF] Client dealing (16 Aug 2022 to 1 Jun 2025)
  • [FCA CF] Functions requiring qualifications (16 Aug 2022 to 1 Jun 2025)
• Puja Vadher

  IRN OAV01004

  • [FCA CF] Functions requiring qualifications (30 Mar 2021 to 23 Oct 2023)
• Rachael Ann Magee

  IRN RXF00227

  • [FCA CF] Functions requiring qualifications (18 Oct 2022 to 1 Feb 2023)
  • [FCA CF] Client dealing (18 Oct 2022 to 1 Feb 2023)
• Rachael Victoria Byrne

  IRN RXB00779

  • [FCA CF] Client dealing (22 Mar 2023 to 22 Jun 2023)
  • [FCA CF] Functions requiring qualifications (22 Mar 2023 to 22 Jun 2023)
• Rajiv Kumar Dey

  IRN RXD00255

  • [FCA CF] Functions requiring qualifications (16 Dec 2022 to 5 Jan 2026)
  • [FCA CF] Client dealing (16 Dec 2022 to 19 Nov 2025)

• 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.