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

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  • · 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.

• Mark Waistnage

  IRN MXW00115

  • [FCA CF] Client dealing (9 Dec 2019 to 29 Nov 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 29 Nov 2025)
  • CF30 Customer (17 Sep 2015 to 8 Dec 2019)
• Martin Philip Toone

  IRN PRT00002

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Jun 2020)
  • [FCA CF] Client dealing (9 Dec 2019 to 30 Jun 2020)
  • CF30 Customer (19 Sep 2011 to 8 Dec 2019)
• Matthew James Carey

  IRN MJC01386

  • [FCA CF] Significant management (since 23 Oct 2025)
• Matthew Paul Hills

  IRN MPH01171

  • [FCA CF] Significant management (since 17 Dec 2025)
  • SMF3 Executive Director (21 Apr 2021 to 16 Dec 2025)
• Matthew Robert Jones

  IRN MRJ01086

  • CF30 Customer (12 May 2010 to 29 Dec 2011)
• Michael William Stallion

  IRN MWS01075

  • [FCA CF] Manager of certification employee (since 19 Sep 2025)
  • [FCA CF] Manager of certification employee (1 Jul 2021 to 27 Jun 2025)
• Milap Shah

  IRN MXS02427

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 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
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (7 Oct 2015 to 8 Dec 2019)
• Natalie Kempster

  IRN NXH01387

  • SMF3 Executive Director (27 Sep 2024 to 7 Apr 2025)
  • [FCA CF] Client dealing (15 Sep 2023 to 3 Apr 2025)
  • [FCA CF] Functions requiring qualifications (15 Sep 2023 to 3 Apr 2025)
• Neil Dunkley

  IRN NXD00036

  • SMF3 Executive Director (9 Dec 2019 to 6 Dec 2021)
  • Responsibility for MCD Intermediation (9 Jul 2019 to 6 Dec 2021)
  • Responsible for Insurance Distribution (9 Jul 2019 to 6 Dec 2021)
  • CF30 Customer (6 Jan 2010 to 31 Dec 2010)
  • CF1 Director (AR) (23 Sep 2009 to 31 May 2011)
  • Responsible for Insurance Mediation (14 Jan 2005 to 20 Sep 2018)
  • CF8 Apportionment and Oversight (31 Oct 2004 to 31 Mar 2009)
  • CF1 Director (31 Oct 2004 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (31 Oct 2004 to 20 Sep 2018)
• Nigel Bunting Saunders

  IRN NBS00002

  • [FCA CF] Client dealing (9 Dec 2019 to 20 Apr 2021)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 20 Apr 2021)
  • CF30 Customer (4 Jan 2010 to 8 Dec 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.