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.

• Stephen Harold Pine Stone

  IRN SHS00011

  • CF30 Customer (30 Jul 2009 to 29 Dec 2011)
• Stephen John Beadsley

  IRN SJB01482

  • [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)
• Steven Knight

  IRN SLK00001

  • CF30 Customer (7 Aug 2015 to 24 Apr 2017)
• Susan Linda Groves

  IRN SLM00014

  • CF30 Customer (19 Jan 2010 to 30 Dec 2012)
• Susan Swan

  IRN SXS05710

  • [FCA CF] Material risk taker (since 17 Nov 2025)
  • [FCA CF] Significant management (since 19 Sep 2025)
• Terry Lacey

  IRN TXL00009

  • CF30 Customer (1 Apr 2010 to 30 Dec 2012)
• Thomas Salt

  IRN TXS04167

  • [FCA CF] Significant management (since 19 Sep 2025)
  • [FCA CF] Material risk taker (since 19 Sep 2025)
• Vincent William Boyle

  IRN VWB00001

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Mar 2026)
  • [FCA CF] Client dealing (9 Dec 2019 to 31 Mar 2026)
  • CF30 Customer (19 Jul 2010 to 8 Dec 2019)
• Walter Charles Lashbrook

  IRN WCL01004

  • 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 (2 Jan 2012 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.