ACUITY PROFESSIONAL ADVISERS LTD

• Principal Place of Business

  Unit 2.02

  High Weald House

  Glovers End

  Bexhill-on-Sea

  East Sussex

  TN39 5ES

  UNITED KINGDOM

  Phone

  +4402072800500

  Web

  http://acuityprofessional.com

• Complaints Contact

  Unit 2.02

  High Weald House

  Glovers End

  Bexill-on-Sea

  East Sussex

  TN39 5ES

  UNITED KINGDOM

  Phone

  +4402072800500

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• Pension Transfer Advice

  For Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

  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.

• Investment Advice (no pensions)

  For Commercial, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, 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, 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 giving advice about debt management plans. In this limitation “debt management plans” is 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, 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.

• Cristina Daou

  IRN CXD01935

  • [FCA CF] Client dealing (7 Dec 2021 to 24 Nov 2025)
  • [FCA CF] Functions requiring qualifications (7 Dec 2021 to 24 Nov 2025)
• David James Rist

  IRN DJR00067

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 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] Client dealing (since 30 Jan 2026)
  • [FCA CF] Functions requiring qualifications (since 30 Jan 2026)
• David John Bauldreay

  IRN DJB01380

  • CF30 Customer (21 Sep 2015 to 10 Dec 2015)
• Duarte Alexandre Avelino Murray Martins

  IRN DXM00502

  • [FCA CF] Client dealing (18 Sep 2023 to 14 Mar 2025)
  • [FCA CF] Functions requiring qualifications (18 Sep 2023 to 14 Mar 2025)
• Edward Cottington

  IRN EXC14555

  • [FCA CF] Functions requiring qualifications (1 Apr 2021 to 7 Jan 2022)
  • [FCA CF] Client dealing (1 Apr 2021 to 7 Jan 2022)
• Glen Bastick

  IRN GXB01789

  • CF30 Customer (1 May 2013 to 31 Dec 2015)
• Hannah Elizabeth Donoghue

  IRN HED01017

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • [FCA CF] Manager of certification employee (since 1 Aug 2022)
  • [FCA CF] Functions requiring qualifications (since 2 Nov 2020)
  • [FCA CF] Client dealing (since 2 Nov 2020)
• Harbinder Rana

  IRN HXR00028

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 13 Apr 2026)
  • [FCA CF] Client dealing (9 Dec 2019 to 13 Apr 2026)
  • CF30 Customer (29 Aug 2017 to 8 Dec 2019)
• Ian Martin Luck

  IRN IML00001

  • CF30 Customer (27 Oct 2016 to 31 Oct 2017)
• Ian Roy Munro

  IRN IRM00011

  • CF30 Customer (2 Oct 2015 to 17 Jul 2018)

• Acuity Professional Retirement Benefit Solutions Ltd

  FRN 836293 · Appointed 1 Dec 2023

• Acuity Professional Retirement Benefit Solutions Ltd (no longer appointed)

  FRN 836293 · Appointed 13 Mar 2019 · Until 1 Jan 2021

• FPSS Corporate Planning & Wealth Management LLP (no longer appointed)

  FRN 537460 · Appointed 10 Dec 2010 · Until 19 Dec 2013

No changes recorded yet.