FCA Authorised Person Legal Services

Jonathan Mounteney

Solicitor & Licensed Conveyancer (1994 Qualified)
Director Practice Principal (M.D.)
Foundation Local Team Lead
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Mounteney Solicitors and Conveyancers Cheadle
Mounteney Solicitors and Conveyancers Cheadle
4.8
Based on 118 reviews
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Mike Bailey
Mike Bailey
1763998286
Excellent service in dealing with the sale of our property. Every time we rang the calls were answered quickly. When we called in the office there was always a warm greeting. Ellie and Anna were a pleasure to deal with. We would not hesitate in recommending them to friends and family. Thank you once again for all your help.Jan, Mike and Benson
Jessica Cheung
Jessica Cheung
1763134253
Recently completed on a purchase as first time buyers with my partner. We could not be happier with our solicitor Anna Beavers! She was always responsive, kept us informed and up to date with such a complicated process.Thank you so much Anna for your professional service and answering all our questions! We would definitely recommend 🙂
Joe Tate
Joe Tate
1761140345
My girlfriend & I recently used Mounteney Solicitors to buy our first home and we were guided through the process by Anna, who is a solicitor at the Cheadle office. During this time, Anna helped us tremendously and nothing was ever too much trouble for her. Anna represented the firm in an examplary manner and her professionalism & knowledgeableness really stood out.As first time buyers, we were naturally cautious but Anna was always on hand to reassure us and provide us with reasoned advice. We'd highly recommend Mounteney Solicitors to others and are really grateful for all of Anna's assistance throughout. Thank you!
Rose
Rose
1759685687
Anna was excellent super reliable cannot recommend them enough. Even when she was away her colleague was also very helpful and responsive would definitely use their service again.
Amanda Jean Weate
Amanda Jean Weate
1759593068
Excellent and speedy service!I had my will written quickly and professionally. The whole process was smooth, efficient, and handled with great care. I felt well-informed and supported throughout. Highly recommend their services!
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£360 p.a.

Description

Any FCA authorised entity must appoint an Authorised Person to act as primary liaison with the regulator. Acting as an FCA Authorised person (in FCA jargon, discharging an SMF29 role) can be an administratively onerous role for many reasons, not least the peculiar language the regulator adopts, and the multiplicity of obscure IT systems they require you to operate. For these reasons many authorized firms prefer to have an expert as their Authorised Person / SMF29.

By this service one of our experts will hold appointment as your FCA liaison officer, including making your regulatory returns

How long will it take?

We don’t generally do anything for new clients until our process of client retention has concluded – this involves agreeing the scope of what we are doing for the price (our terms are below), setting-up our client record (that includes ID checks), and producing the bill (payment in advance is required for all new clients).

Acting as your authorised person is an on-going appointment; the original appointment is typically made on registration – but an application after registration normally takes the FCA about a week to process.

Money Matters

Your supplier is unregulated Mounteney Legal Services Limited, that does not charge VAT

We charge £360 per year

There is more about our fees on our website here

If you have any questions, require any further information, or would like to engage us on the T&Cs linked Our Terms in the footer below, please don’t hesitate to Contact Us.