ACUMEN FINANCIAL ADVISERS LIMITED

• Principal Place of Business

  Acumen House

  Howarth Court Gateway Crescent

  Oldham Broadway Business Park

  Chadderton

  Oldham

  Lancashire

  OL9 9XB

  UNITED KINGDOM

  Phone

  +4401616881111

  Web

  https://www.acumen-mortgages.co.uk

• Complaints Contact

  Acumen House

  Howarth Court Gateway Crescent

  Oldham Broadway Business Park

  Chadderton

  Oldham

  Lancashire

  OL9 9XB

  UNITED KINGDOM

  Phone

  +4401616881111

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• Investment Advice (no pensions)

  For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

• 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 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 (Non-Investment Insurance), Non-investment insurance contracts

• Craig Sanderson

  IRN CXS00033

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
• Dannielle Smalley

  IRN DXS00035

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
• David Andrew Thompson

  IRN DAT00001

  • SMF16 Compliance Oversight (9 Dec 2019 to 7 Oct 2020)
  • SMF3 Executive Director (9 Dec 2019 to 7 Oct 2020)
  • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 7 Oct 2020)
  • Responsible for Insurance Distribution (1 Oct 2018 to 7 Oct 2020)
  • Responsibility for MCD Intermediation (21 Mar 2016 to 7 Oct 2020)
  • CF1 Director (1 Nov 2012 to 8 Dec 2019)
  • CF10 Compliance Oversight (1 Nov 2012 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (1 Nov 2012 to 8 Dec 2019)
  • CF30 Customer (1 Nov 2012 to 8 Dec 2019)
  • Responsible for Insurance Mediation (1 Nov 2012 to 30 Sep 2018)
• Dylan Jones

  IRN DXJ00015

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 10 Jun 2022)
• Gareth James Cockin

  IRN GJC01160

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 1 Feb 2021)
  • [FCA CF] Manager of certification employee (9 Dec 2019 to 1 Feb 2021)
• Gemma Perry

  IRN GXP00018

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Significant management (since 9 Dec 2019)
  • SMF16 Compliance Oversight (24 May 2021 to 28 Jan 2025)
• Gerard Patrick Small

  IRN GXS00330

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 1 Jan 2025)
• Gian Paolo Chighini

  IRN GXC00503

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 21 Aug 2023)
• Grace Alice Cook

  IRN GXC00015

  • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 13 Nov 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 12 Jul 2024)
• Hadleigh George Forman

  IRN HXF00059

  • [FCA CF] Functions requiring qualifications (7 Sep 2021 to 12 Sep 2024)

No changes recorded yet.