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

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  • · 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.

• Stewart Alexander Martin Davidson

  IRN SAD01091

  • 21. Advising or arranging (bringing about) equity release transactions
  • 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 2 Nov 2020)
  • [FCA CF] Functions requiring qualifications (since 2 Nov 2020)
• Stuart Douglas McGreevy

  IRN SDM00012

  • CF1 Director (AR) (since 1 Dec 2023)
  • SMF16 Compliance Oversight (since 9 Dec 2019)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
  • SMF3 Executive Director (since 9 Dec 2019)
  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
  • Responsible for Insurance Distribution (since 1 Oct 2018)
  • CF30 Customer (30 Nov 2009 to 31 Dec 2012)
  • CF1 Director (2 Apr 2007 to 8 Dec 2019)
  • Responsible for Insurance Mediation (2 Apr 2007 to 30 Sep 2018)
  • CF11 Money Laundering Reporting (2 Apr 2007 to 8 Dec 2019)
  • CF10 Compliance Oversight (2 Apr 2007 to 8 Dec 2019)
  • CF8 Apportionment and Oversight (2 Apr 2007 to 31 Mar 2009)
• Terence Edward Campion

  IRN TEC00005

  • 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
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (12 Jul 2013 to 8 Dec 2019)
• Thomas James Nel

  IRN TJN01048

  • [FCA CF] Client dealing (4 Jan 2022 to 30 Jun 2023)
  • [FCA CF] Functions requiring qualifications (4 Jan 2022 to 30 Jun 2023)
• Vincent Antonio Carratala

  IRN VXC01060

  • CF30 Customer (27 Aug 2014 to 29 Jul 2015)

• 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.