FCA Authorised Person Legal Services

Jonathan Mounteney

Solicitor & Licensed Conveyancer (1994 Qualified)
Director Practice Principal (M.D.)
Foundation Local Team Lead
Get in Touch
Dan Chadwick
Dan Chadwick
1748941505
We recently sold and bought a new property, Anna B was our solicitor (both sale and purchase). Our chain was very long and there were several factors causing issues and delays. Anna and the team at the Cheadle branch, worked very hard to ensure the success of the chain. My husband and I are extremely grateful for all their hard work and support throughout the process - which at times was stressful! We would highly recommend.
Laura Anderson
Laura Anderson
1748536946
I can not speak highly enough of Anna Beavers at Mounteney, she helped us with our recent house sale and purchase, when I say helped, she guided us through it expertly, explaining things as went along, Anna was very professional but also down to earth and kept us up to date with progress. One thing that stood out for us was how responsive Anna was, ALWAYS getting in touch when she said she would, emailing back very promptly to enquiries, chased other conveyancers when needed, this was a huge positive for us and made the whole experience so much better than we thought. Thank you so much Anna!
radu muntean
radu muntean
1747855457
I have dealt with a number of solicitors during the last few years and I think that Mr. Ian McKenna is by far the best solicitor I've ever worked with.He is very efficient, he has an outstanding expertise, and he has a very high level of professionalism. All these qualities make him a great person to deal with.I really appreciate how he handled my property purchase from start to finish and I will definitely use his services again.
Hetal Knowlson
Hetal Knowlson
1747835491
Anna Beavers was our solicitor and she was excellent. Very responsive via email/call, gave good advice, navigated the challenges of sale/purchase well and managed to complete a purchase in 6 weeks! She went the extra mile to make sure we could complete so quickly. We were so glad we went with her, service was top class. Thank you Anna!
Eleanor Bowkis
Eleanor Bowkis
1747249570
Anna Beavers was our solicitor for sale and purchase. We cannot praise her enough. She was amazing throughout, extremely quick at responding to emails and kept us updated as much as possible.She ensured all funds were ready for our completion date and made everything effortless. We were completed and in our new home by 1pm! Incredible service from Mounteney and we will use them again in the future for sure.
Lucy Wiggins
Lucy Wiggins
1746529958
Very good communication- friendly, approachable staff- made the whole experience less stressful!
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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.