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

• Kieran Anderson

  IRN KXA85476

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 2 Mar 2023)
• Lee Welch

  IRN LXW00259

  • 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] Functions requiring qualifications (since 6 Dec 2024)
• Lesley Hitchen

  IRN LXH00151

  • 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] Functions requiring qualifications (since 1 Feb 2021)
• Marcus Lee Bradshaw

  IRN MXB00797

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
  • [FCA CF] Functions requiring qualifications (since 10 Jan 2022)
  • [FCA CF] Client dealing (10 Jan 2022 to 27 Oct 2025)
• Mark David Francis

  IRN MDF00001

  • SMF16 Compliance Oversight (since 26 Jul 2024)
  • Responsibility for MCD Intermediation (since 7 Jul 2023)
  • Responsible for Insurance Distribution (since 7 Jul 2023)
  • SMF3 Executive Director (since 9 Dec 2019)
  • CF1 Director (1 Nov 2012 to 8 Dec 2019)
  • CF30 Customer (1 Nov 2012 to 21 Dec 2012)
• Martin Morrissey

  IRN MXM00349

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 1 Feb 2021)
• Michael Fogarty

  IRN MXF01506

  • CF30 Customer (14 Sep 2016 to 8 Dec 2019)
• Michael Kirkman

  IRN MXK00044

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

  IRN MXI00076

  • [FCA CF] Functions requiring qualifications (14 Jun 2021 to 26 Jul 2024)
• Natalie Davis

  IRN NXD00317

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 3 Sep 2024)

No changes recorded yet.