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

• Ravi Shantilal

  IRN RXS00548

  • [FCA CF] Functions requiring qualifications (17 Jun 2022 to 4 Nov 2022)
  • [FCA CF] Client dealing (17 Jun 2022 to 4 Nov 2022)
• Renata Kispeter

  IRN RXK00174

  • [FCA CF] Functions requiring qualifications (16 Feb 2021 to 20 May 2021)
• Richard Paul Smith

  IRN RPS00002

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 16 Mar 2026)
• Robert Jordan

  IRN RXJ00383

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 14 Apr 2026)
• Ryan Craig Watt

  IRN RXW00580

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 16 Jul 2024)
• Safina Khan

  IRN SXK00550

  • [FCA CF] Client dealing (11 Nov 2022 to 10 Nov 2023)
  • [FCA CF] Functions requiring qualifications (11 Nov 2022 to 10 Nov 2023)
• Sana Saleem

  IRN SXS00944

  • [FCA CF] Functions requiring qualifications (25 Apr 2022 to 8 Aug 2022)
  • [FCA CF] Client dealing (25 Apr 2022 to 8 Aug 2022)
• Sarah Louise Sylvia White

  IRN SXW00911

  • [FCA CF] Functions requiring qualifications (9 Jul 2024 to 8 May 2025)
• Sarankan Jeyakumar

  IRN SXJ00303

  • [FCA CF] Functions requiring qualifications (14 Apr 2022 to 20 Aug 2022)
  • [FCA CF] Client dealing (14 Apr 2022 to 20 Aug 2022)
• Savitri Patel

  IRN SXP00388

  • [FCA CF] Functions requiring qualifications (5 Nov 2020 to 10 May 2021)

• 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.