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Simpli Financial Solutions Ltd

aka Quayside Mortgage Group, OHARA FINANCIAL, NextGen Finance, Newman Street Financial Services, Jackson Financial Solutions, HME ELITE, Equity Release Advice Bureau, Caledonian Financial Solutions, Abbeygate Mortgage Solutions, Simpli Financial Solutions Ltd

Authorised FRN 726327

About

Our aim is to help individuals and businesses to achieve their financial goals. Tell us about your financial objectives and when you want to achieve them.

Source: simplifs.co.uk

Contact & Location

Address
Wearfield, Sunderland SR5 2TJ, UK
More advisers in Sunderland

Regulatory Information

Status
Authorised
Date Authorised
12 May 2016
Years Authorised
9 years
Regulator
FCA
Disciplinary Record
Clean Record
FCA Permissions (19)
Show all permissions
  • Acting as a CBTL arranger
  • Acting as a CBTL advisor
  • CBTL Status
  • CBTL Effective Date
  • Agreeing to carry on a regulated activity
  • Debt-counselling
  • Credit Broking
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to a home reversion plan
  • Making arrangements with a view to a home purchase plan
  • Arranging (bringing about) regulated mortgage contracts
  • Arranging (bringing about) a home reversion plan
  • Arranging (bringing about) a home purchase plan
  • Advising on regulated mortgage contracts
  • Advising on a home reversion plan
  • Advising on a home purchase plan
  • Making arrangements with a view to transactions in investments
  • Arranging (bringing about) deals in investments
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number
09648462
Company Status
Active
Incorporation Date
19 June 2015
Directors
1
Accounts Category
Unaudited Abridged
Last Accounts Filed
30 June 2025
SIC Codes
66220

Team (20)

  • Robert Frederick Penman

    Approved
  • James Stephen Iacovou

    Certified
  • Kelly Luck

    Certified
  • Mark Simon Wilson

    Certified
  • Sameer Beshoori

    Certified
  • Simon David Charles

    Certified
  • Janet Lorimer McCartney

    Certified
  • Malcolm Robinson

    Certified
  • Paul 1 Davies

    Certified
  • Charlotte Linda Massey

    Certified
  • Jalal Miah

    Certified
  • Ruth Alexandra Charles

    Certified
  • Leona Louisa Best

    Certified
  • Joseph Lamb

    Certified
  • Christopher Brown

    Certified
  • Ameena Miah

    Certified
  • Neville Hutchinson

    Certified
  • Daniel Andrew Anthony Donnelly

    Certified
  • Martin O'Hara

    Certified
  • Daniel Jackson

    Certified

Quick Facts

  • Sunderland, North East
  • 9 years FCA-authorised
  • 20 registered individuals
  • 4 specialisms
  • 19 FCA permissions
  • CH 09648462

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Data Sources

This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.