SMC Financial Services Limited
aka SMC Financial Services, Lightside Financial Planning, Lightside Chartered Financial Planners, Lightside, SMC Financial Services Limited
Contact & Location
Specialisms
Regulatory Information
- FRN
- 812935
- Status
- Authorised
- Date Authorised
- 18 January 2019
- Years Authorised
- 7 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
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
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Debt-counselling
- ✓Credit Broking
- ✓Making arrangements with a view to regulated mortgage contracts
- ✓Making arrangements with a view to a home reversion plan
- ✓Arranging (bringing about) regulated mortgage contracts
- ✓Arranging (bringing about) a home reversion plan
- ✓Advising on regulated mortgage contracts
- ✓Advising on a home reversion 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
- 10614107
- Company Status
- Active
- Incorporation Date
- 10 February 2017
- Directors
- 2
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 March 2025
- SIC Codes
- 64999
Team (11)
Victoria McDermott
ApprovedSean Nicholas McDermott
ApprovedCertifiedGail McElroy
ApprovedCertifiedChristopher James Melling
ApprovedCertifiedGary Fletcher
ApprovedCertifiedRyan James Walker
ApprovedCertifiedPaul Thomas Rathbone
CertifiedPhilip Thomas Leggett
CertifiedRichard Jennings
No longer requiredGraham Kenneth Duggan
CertifiedJonathan Kinsley
Certified
Google Reviews
16 reviews on Google
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Quick Facts
- Liverpool, North West
- 7 years FCA-authorised
- 13 registered individuals
- 4 specialisms
- 17 FCA permissions
- CH 10614107
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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.