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.

  • Matthew Lawrence Gould

    IRN MLG01052

    • Appointed representative dealing with clients for which they require qualification (17 Aug 2023 to 18 Aug 2023)
    • [FCA CF] Client dealing (17 Aug 2023 to 18 Aug 2023)
    • [FCA CF] Functions requiring qualifications (17 Aug 2023 to 18 Aug 2023)
  • Philip Andrew Bailey

    IRN PAB00141

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 14 Jul 2025)
    • [FCA CF] Functions requiring qualifications (since 14 Jul 2025)
  • Russell Neil Vaughan

    IRN RXV01050

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 22 Oct 2025)
    • Appointed representative dealing with clients for which they require qualification (since 22 Oct 2025)
    • [FCA CF] Client dealing (since 22 Oct 2025)
    • CF1 Director (AR) (since 4 Aug 2025)
    • CF30 Customer (since 6 Jul 2022)
  • Sally Louise Millen

    IRN SLM01134

    • SMF17 Money Laundering Reporting Officer (MLRO) (since 15 Jun 2020)
    • Responsibility for MCD Intermediation (since 15 Jun 2020)
    • Responsible for Insurance Distribution (since 15 Jun 2020)
    • SMF16 Compliance Oversight (since 15 Jun 2020)
    • SMF3 Executive Director (since 15 Jun 2020)
    • CF1 Director (AR) (29 Jan 2021 to 10 Apr 2024)
  • Scott John Allen

    IRN SXA00870

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 27 Nov 2023)
    • [FCA CF] Functions requiring qualifications (since 27 Nov 2023)
  • Steven Robert Kelley

    IRN SRK00007

    • Appointed representative dealing with clients for which they require qualification (27 May 2022 to 1 Mar 2024)
    • [FCA CF] Client dealing (27 May 2022 to 1 Mar 2024)
    • CF1 Director (AR) (12 Jan 2022 to 1 Mar 2024)
    • CF30 Customer (12 Jan 2022 to 1 Mar 2024)
  • Toni Fox-Bryant

    IRN TXF00003

    • [FCA CF] Client dealing (11 May 2022 to 8 Nov 2022)
    • [FCA CF] Functions requiring qualifications (11 May 2022 to 8 Nov 2022)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

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