Active Financial Partners Limited

• Principal Place of Business

  5 Lancer House

  Hussar Court

  Westside View

  Waterlooville

  Hampshire

  PO7 7SE

  UNITED KINGDOM

  Phone

  +4402392231448

  Web

  https://www.activefinancialpartners.co.uk

• Complaints Contact

  5 Lancer House

  Hussar Court

  Westside View

  Waterlooville

  Hampshire

  PO7 7SE

  UNITED KINGDOM

  Phone

  +4402392231448

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Stakeholder pension scheme, Unit

  Show 2 limitations Hide limitations

  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.
  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Investment Advice (no pensions)

  For Commercial, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

  Show 1 limitation Hide limitations

  • · Limited to debt counselling excluding the administration of debt management plans In this limitation debt management plans are defined as: "a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders"

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Alan Richard Durrant

  IRN ARD01057

  • SMF1 Chief Executive (6 May 2020 to 27 Jul 2024)
  • SMF3 Executive Director (6 May 2020 to 3 Oct 2024)
• Alexander Robert Knott

  IRN AXK32974

  • [FCA CF] Material risk taker (since 19 Sep 2025)
  • [FCA CF] Significant management (since 19 Sep 2025)
• Andrew Kenneth Urquhart

  IRN AKU00001

  • [FCA CF] Client dealing (5 May 2021 to 26 Jul 2023)
• Andrew Philip Agathangelou

  IRN APA00001

  • CF30 Customer (16 Feb 2010 to 22 Dec 2010)
• Andrew Thomas Visser

  IRN ATV00001

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Sep 2022)
  • [FCA CF] Client dealing (9 Dec 2019 to 1 Sep 2022)
  • CF30 Customer (14 Mar 2011 to 8 Dec 2019)
• Andrew Westenberger

  IRN AXW01618

  • Responsible for Insurance Distribution (since 1 May 2025)
  • Responsibility for MCD Intermediation (since 1 May 2025)
  • SMF1 Chief Executive (since 1 May 2025)
  • SMF3 Executive Director (since 1 May 2025)
  • SMF3 Executive Director (5 Sep 2024 to 3 Oct 2024)
• Anne Elizabeth Moss

  IRN AEM00023

  • CF30 Customer (27 Aug 2009 to 9 Jul 2012)
• Bradley Adam Cliff

  IRN BAC01117

  • [FCA CF] Client dealing (9 Dec 2019 to 5 Apr 2023)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 5 Apr 2023)
  • CF30 Customer (20 Jan 2018 to 8 Dec 2019)
• Bradley Terence Whelan

  IRN BTW00001

  • 7. Giving personal recommendations on long-term care insurance contracts
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (2 Jan 2011 to 8 Dec 2019)
• Christopher Stuart Johnson

  IRN CSJ00010

  • CF30 Customer (31 Jan 2011 to 30 Dec 2012)

• Cassidy Coutts Butler Limited (no longer appointed)

  FRN 521638 · Appointed 1 Apr 2010 · Until 31 May 2011

• CK Financial Advice Ltd (no longer appointed)

  FRN 506251 · Appointed 1 Sep 2009 · Until 23 Sep 2011

No changes recorded yet.