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

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  • · 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.

• Roger Rowan

  IRN RXR00003

  • CF30 Customer (18 Jun 2010 to 18 Sep 2018)
• Ross Bennewith

  IRN RXB01153

  • [FCA CF] Significant management (since 5 Jan 2026)
• Roy Roger Martin

  IRN RRM01034

  • CF30 Customer (21 May 2010 to 30 Dec 2012)
• Russell Gavin Marlow

  IRN RGM00015

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 11 Sep 2020)
  • [FCA CF] Client dealing (9 Dec 2019 to 11 Sep 2020)
  • CF30 Customer (14 Jan 2010 to 8 Dec 2019)
• Samantha Chanell

  IRN SXC03136

  • [FCA CF] Significant management (since 19 Sep 2025)
  • [FCA CF] Material risk taker (since 19 Sep 2025)
• Simon Charles Farrant

  IRN SCF00008

  • [FCA CF] Manager of certification employee (since 1 Jan 2025)
  • [FCA CF] Functions requiring qualifications (19 Sep 2025 to 31 Dec 2025)
  • [FCA CF] Client dealing (19 Sep 2025 to 31 Dec 2025)
• Simon John Waters

  IRN SJW01388

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 9A. Advising on P2P agreements
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Functions requiring qualifications (since 27 Feb 2026)
  • [FCA CF] Client dealing (since 27 Feb 2026)
  • [FCA CF] Manager of certification employee (since 19 Sep 2025)
  • [FCA CF] Client dealing (28 Mar 2025 to 27 Jun 2025)
  • [FCA CF] Manager of certification employee (28 Mar 2025 to 27 Jun 2025)
  • [FCA CF] Functions requiring qualifications (28 Mar 2025 to 27 Jun 2025)
• Simon Paul Kenny

  IRN SPK01068

  • CF1 Director (AR) (23 Sep 2009 to 31 May 2011)
• Stefan Sebastian John

  IRN SSJ00002

  • [FCA CF] Client dealing (9 Dec 2019 to 6 Jan 2023)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 6 Jan 2023)
  • CF30 Customer (2 Jan 2012 to 8 Dec 2019)
• Stephen Andrew Burns

  IRN SAB01194

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 22 Jan 2024)
  • [FCA CF] Client dealing (9 Dec 2019 to 22 Jan 2024)
  • CF30 Customer (17 Sep 2015 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.