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 92 reviews
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Angela Fields
Angela Fields
1734176859
Excellent service from Aman - calm and thorough throughout the process - thank you!
Richard Ross
Richard Ross
1733476451
Mounteney's handled our father's estate after his passing. This included the selling of his property. We dealt with Katie at the Cheadle branch who was very personable and successfully navigated us through a difficult sales process. She made sure we had everything in place, chased the buyer's solicitors when necessary and kept us up to date on all progress.
liam thorpe
liam thorpe
1733245871
Great service from Anna from start to finish during a very tricky property purchase through probate and lease issues.Will certainly be using her for our future property purchases.
Kevin Tyler
Kevin Tyler
1731683652
A very professional, efficient service and good communications throughout the process. I would highly recommend Mounteney Conveyancers in Cheadle.
Ellie Fowler
Ellie Fowler
1730298577
My partner and I recently bought our first home. Anna was our solicitor and she was brilliant. As first time buyers we didn't have any knowledge of what to do/expect but Anna was great at explaining the process. Anna also was great at keeping us updated, at each stage we knew what was going on and an estimated time frame - we couldn't have asked for anything more! Thank you again for helping us.
kon kwok chu
kon kwok chu
1730291521
We would like to express our sincere gratitude to Anna for her exceptional representation during the sale of our property.
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£330 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 £330 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.