SMC Financial Services Limited

aka SMC Financial Services, Lightside Financial Planning, Lightside Chartered Financial Planners, Lightside, SMC Financial Services Limited

Authorised FRN 812935 4.8 (16)

Contact & Location

Address

Studio 9, Road Studios, 113 Liverpool Rd, Liverpool L23 5TD, UK

More advisers in Sefton

Phone: 0151 372 0161

Website: lightsidefp.co.uk

View on Google Maps

Opening Hours

Monday9:00 AM – 5:00 PM

Tuesday9:00 AM – 5:00 PM

Wednesday9:00 AM – 5:00 PM

Thursday9:00 AM – 5:00 PM

Friday9:00 AM – 3:00 PM

SaturdayClosed

SundayClosed

Specialisms

Mortgages Pensions Retirement Investments

Regulated Services

Pension Transfer Advice

Pension Advice

Credit Broking

Mortgage Arrangement

Mortgage Advice

Investment Advice

Regulatory Information

FRN: 812935
Status: Authorised
Date Authorised: 18 January 2019
Years Authorised: 7 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (17)

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
Approved
Sean Nicholas McDermott
ApprovedCertified
Gail McElroy
ApprovedCertified
Christopher James Melling
ApprovedCertified
Gary Fletcher
ApprovedCertified
Ryan James Walker
ApprovedCertified
Paul Thomas Rathbone
Certified
Philip Thomas Leggett
Certified
Richard Jennings
No longer required
Graham Kenneth Duggan
Certified
Jonathan Kinsley
Certified

Google Reviews

4.8

16 reviews on Google

Read reviews on Google

Sourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.

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

FCA Register Companies HouseGoogle ReviewsPostcodes.io

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.