FCA Authorised Person Legal Services

Jonathan Mounteney

Solicitor & Licensed Conveyancer (1994 Qualified)
Director Practice Principal (M.D.)
Head of Commercial Section
Head of Support Section
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Mounteney Solicitors and Conveyancers Cheadle
Mounteney Solicitors and Conveyancers Cheadle
4.8
Based on 75 reviews
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Peter Dooley
Peter Dooley
1725379079
It took over 2 years for me to sell my mother's flat using Mounteney Solicitors, through not fault of their own. All through this lengthy process Katie Reade, our conveyancer, was always efficient, supportive and attentive to detail. We always found her polite, positive, helpful and exceptional in everything she did. Thank you to Katie and Mounteney Solicitors.
Lilly James
Lilly James
1725105914
Edit - I rest my case 🙄Communication could be a lot better!
Charlotte Parker
Charlotte Parker
1725045709
Fantastic experience. Anna was professional throughout, excellent communication skills and kept us well informed. Would highly recommend ⭐️
Peter Holt
Peter Holt
1725006009
Recently completed a sale and purchase with the guys and although the sale was very difficult to get over the line the guys managed it in only 3 months as agreed. Very impressed with how they communicated throughout the process and advised on best solutions to meet expectations. Highly recommend!!!
Keith Munns
Keith Munns
1724856142
Katie dealt quickly and efficiently with our conveyancing matters. She was friendly and informative throughout the process, and kept us informed throughout the process.We’ll certainly use Mounteney again!
Christine Walkden
Christine Walkden
1722414174
Guided and supported through a long house selling process by Katie Reade who was extremely efficient and reassuring and brought everything to a successful conclusion last week. Happy to recommend Mounteney's staff in general and Katie's services in particular.
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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.