Beyond Advice Group Ltd

Reference number: 830162

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks, 1 thing worth a closer look

  • When beyondadvice.co.uk first appeared online, and whether it can receive email
  • What kind of line 0151 928 6778 is
  • Who else gives the postcode L3 9NY
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Other names (7)

If you were contacted under any of these names, it is this firm.

  • Beyond Trading name
  • Beyond Mortgages Trading name
  • MHW Trading name
  • UK Investment Solutions Ltd Former name
  • Essential Mortgages Former trading name
  • Markland Hill Wealth Former trading name
  • Price & Co Former trading name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Advise on or arrange mortgages · Arrange equity release FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (15 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on a home reversion plan
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) a home reversion plan
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to a home reversion plan
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
09305214
Company status
Active
Company type
Private limited company
Incorporated
11 November 2014 (11 years old)
Registered office
3rd Floor, Helix, Edmund Street, Liverpool, L3 9NY, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)
  • Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name Role Born Appointed Other companies
Anthony David Atherton Director Mar 1958 7 Sep 2018 10 other companies
David John Dawson Director Dec 1979 1 Jan 2022 2 other companies
Thomas Peter Smith Director Dec 1988 4 Jun 2024 5 other companies
Daniel Clough Director Jan 1984 18 Oct 2024 1 other company
Michael John Hornby Director May 1984 4 Jun 2025 2 other companies

Other companies run by these 5 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
18
still active
18
run together
2

In the full report: all 18 companies, named

  • What each company does, and whether it is still trading
  • Which of these 5 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 2 companies these 5 directors run together
  • All 12 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 December 2025Full accountsNot audited

Net assets

£18.8k

−88% from £159k

Cash at bank

£1.04m

Up £1.01m from £29.3k

Owed within a year

£1.13m

+623% from £156k

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2019 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company 09305214. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Beyond Advice Group’s history from the FCA register and Companies House, newest first.

Key events (18) All events (52)

2026

23 February 2026

  • David John Dawson no longer holds 25–50% of the votes

Companies House

2025

15 December 2025

  • Changed its registered name from "UK Investment Solutions Ltd"

FCA register

2023

20 September 2023

  • David John Dawson gained 25–50% of the votes

Companies House

13 June 2023

  • Anthony David Atherton gained significant control

Companies House

2021

21 April 2021

  • Anthony David Atherton stopped being a part-owner
  • Michael James Johnson stopped being a part-owner

Companies House

2020

20 March 2020

  • Anthony David Atherton stopped being a part-owner
  • Michael James Johnson no longer has significant control

Companies House

2019

14 November 2019

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

9 April 2019

  • Lee Brian Whitehead stopped being a part-owner

Companies House

2018

7 September 2018

  • Anthony David Atherton became a part-owner (25–50% of shares)
  • Michael James Johnson gained significant control

Companies House

15 March 2018

  • Michael Joseph Drummond stopped being a part-owner

Companies House

2016

20 October 2016

  • Lee Brian Whitehead became a part-owner (25–50% of shares)
  • Michael James Johnson became a part-owner (25–50% of shares)
  • Michael Joseph Drummond became a part-owner (25–50% of shares)

Companies House

2014

11 November 2014

  • Incorporated at Companies House

Companies House

In the full report: all 52 events

  • All 52 events in its history (18 shown here)
  • Every director appointment and resignation: 23
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Firms like Beyond Advice Group

Other firms of the same type (financial adviser), nearest first.

In Liverpool

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Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Beyond Advice Group

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 18 other companies its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • 6 years of accounts, charted
  • All 52 events in its history

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Frequently asked questions about this firm

Is Beyond Advice Group Ltd FCA authorised?
Yes, Beyond Advice Group Ltd (FRN 830162) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since November 2019 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Beyond Advice Group’s phone number and website?
The FCA register lists the phone number 0151 928 6778 and the website beyondadvice.co.uk for Beyond Advice Group. If you were given different contact details, use these to check with the firm before going any further.
Is Beyond Advice Group a scam or clone?
Beyond Advice Group is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Beyond Advice Group?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Beyond Advice Group to the Financial Ombudsman Service, free of charge.
Who owns Beyond Advice Group?
Companies House lists one person with significant control of Beyond Advice Group: Mr Anthony David Atherton (significant influence or control). Before that, it was controlled by Mr Lee Brian Whitehead, Mr David John Dawson and Mr Michael James Johnson.
Who runs Beyond Advice Group?
Companies House lists 5 directors of Beyond Advice Group: Anthony David Atherton, David John Dawson, Thomas Peter Smith, Daniel Clough and Michael John Hornby.
How long has Beyond Advice Group been in business?
The company was formed on 11 November 2014, and has held its current FCA authorisation since November 2019.
What do Beyond Advice Group’s latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £18.8k (−88% from £159k) and cash at bank of £1.04m (up £1.01m from £29.3k).
Does Beyond Advice Group use any other names?
It trades as Beyond, Beyond Mortgages and MHW. It has previously used 4 other names, including UK Investment Solutions Ltd, Essential Mortgages and Markland Hill Wealth.

Sources and links

The full report on Beyond Advice Group Ltd

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