Midas Portal Limited

Date authorised
15 June 2020
Companies House
10990284
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Fairmede
    Smallfield Road
    Horne
    Horley
    Surrey
    RH6 9JP
    UNITED KINGDOM
    Phone
    +443304409009
    Web
    https://www.midasportal.co.uk

  • Complaints Contact

    Fairmede
    Smallfield Road
    Horne
    Horley
    Surrey
    RH6 9JP
    UNITED KINGDOM
    Phone
    +443304409009

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • 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
    • · 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.
    • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from: i) pension policies with a Guaranteed Annuity Rate (for the avoidance of doubt, this includes policies which are retirement annuity contracts with a minimum guaranteed income, where that income satisfies limb (b) of the Glossary definition of Guaranteed Annuity Rate); ii) defined contribution occupational schemes without safeguarded benefits.

  • 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, Unit, Warrant

    Show 1 limitation
    • · 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
    • · 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), Share, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · 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

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Stockbroking

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

  • Debt Advice

    Show 1 limitation
    • · 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”.

  • 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, Unit, Warrant

    Show 1 limitation
    • · 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.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Charles Matthew Thomas

    IRN CMT01112

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 14 Dec 2023)
    • [FCA CF] Client dealing (since 14 Dec 2023)
  • Christian Dominic Thompson

    IRN CDT00006

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 23 Mar 2026)
    • [FCA CF] Functions requiring qualifications (since 23 Mar 2026)
  • Claire Knights

    IRN CXK17304

    • Appointed representative dealing with clients for which they require qualification (17 Aug 2023 to 1 Nov 2023)
    • [FCA CF] Client dealing (17 Aug 2023 to 1 Nov 2023)
    • [FCA CF] Functions requiring qualifications (17 Aug 2023 to 1 Nov 2023)
  • Claire Taylor

    IRN CXL77607

    • [FCA CF] Client dealing (6 Oct 2023 to 5 Dec 2023)
    • [FCA CF] Functions requiring qualifications (6 Oct 2023 to 5 Dec 2023)
  • Danielle Simone Taylor

    IRN DSF00016

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 22 Oct 2025)
    • Appointed representative dealing with clients for which they require qualification (since 22 Oct 2025)
    • [FCA CF] Functions requiring qualifications (since 22 Oct 2025)
    • CF30 Customer (since 2 Feb 2021)
  • Gemma Nadine Maxwell-Evans

    IRN GXM00336

    • [FCA CF] Manager of certification employee (since 23 Oct 2023)
    • [FCA CF] Significant management (since 23 Oct 2023)
  • Helen Ruth Vaughan

    IRN HRB01013

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 22 Oct 2025)
    • [FCA CF] Client dealing (since 22 Oct 2025)
    • [FCA CF] Functions requiring qualifications (since 22 Oct 2025)
    • CF1 Director (AR) (since 2 Feb 2021)
    • CF30 Customer (since 2 Feb 2021)
  • Janet Elizabeth Quinton

    IRN JEQ01008

    • CF1 Director (AR) (13 Jan 2022 to 2 Aug 2022)
    • CF30 Customer (13 Jan 2022 to 2 Aug 2022)
  • Karl Anthony Lemon

    IRN KAL01048

    • CF30 Customer (26 Feb 2021 to 1 Mar 2024)
    • Appointed representative dealing with clients for which they require qualification (26 Feb 2021 to 1 Mar 2024)
    • [FCA CF] Client dealing (26 Feb 2021 to 1 Mar 2024)
    • [FCA CF] Functions requiring qualifications (26 Feb 2021 to 1 Mar 2024)
  • Maria Shortland

    IRN MXS84873

    • SMF3 Executive Director (15 Jun 2020 to 10 Oct 2023)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.