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.

• Emma Margaret Coates

  IRN EMC01071

  • CF1 Director (AR) (23 Sep 2009 to 31 May 2011)
• Harry Bhavnani

  IRN HXB00300

  • SMF3 Executive Director (since 18 Jul 2025)
• Ian Baxter

  IRN IXB00057

  • [FCA CF] Manager of certification employee (since 19 Sep 2025)
• Ian David Gladman

  IRN IDG01015

  • Responsibility for MCD Intermediation (5 Sep 2024 to 3 Feb 2025)
  • Responsible for Insurance Distribution (5 Sep 2024 to 3 Feb 2025)
  • SMF1 Chief Executive (5 Sep 2024 to 3 Feb 2025)
• Jack John Christopher Kinch

  IRN JJK00002

  • CF30 Customer (10 Sep 2015 to 8 Dec 2019)
• James Kempster

  IRN JXK00175

  • [FCA CF] Significant management (since 9 Dec 2019)
• Jeremy Patrick Hylton

  IRN JPH00024

  • CF30 Customer (3 Sep 2010 to 30 Dec 2012)
• Jocelyn Mary Morgan

  IRN JMM01426

  • Responsible for Insurance Distribution (24 Dec 2018 to 4 Apr 2019)
  • Responsibility for MCD Intermediation (24 Dec 2018 to 4 Apr 2019)
  • CF11 Money Laundering Reporting (9 May 2018 to 4 Apr 2019)
  • CF10 Compliance Oversight (13 Feb 2018 to 4 Apr 2019)
• John Anthony Davies

  IRN JAD00043

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 9 Jul 2024)
  • [FCA CF] Client dealing (9 Dec 2019 to 9 Jul 2024)
  • CF30 Customer (4 Sep 2009 to 8 Dec 2019)
• John David Ovens

  IRN JDO00008

  • CF30 Customer (3 Nov 2015 to 29 Aug 2019)

• 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.