Acumen Pensions and Investments Limited

• Principal Place of Business

  Acumen House Howarth Court

  Gateway Crescent

  Chadderton

  Oldham

  OL9 9XB

  UNITED KINGDOM

  Phone

  +441616881119

  Web

  https://www.acumenpensionsandinvestments.co.uk

• Complaints Contact

  Acumen House Howarth Court

  Gateway Crescent

  Chadderton

  Oldham

  OL9 9XB

  UNITED KINGDOM

  Phone

  +441616881119

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• Pension Transfer Advice

  For Professional, 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 2 limitations 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.
  • · 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 Advice (no pensions)

  For 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, 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

  Show 1 limitation Hide limitations

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

• Arranges Investments

  For 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, 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

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For 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, 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.

• ALEXANDRA STOTT

  IRN AXS00259

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 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 14 Sep 2022)
  • [FCA CF] Functions requiring qualifications (since 1 Jan 2020)
• Alex Edward Thompson

  IRN AXT00845

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 25 Nov 2025)
• Alexander James McCann

  IRN AXM00679

  • 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)
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Client dealing (since 14 Sep 2022)
  • [FCA CF] Functions requiring qualifications (since 24 Mar 2021)
• Christa Louise Anderton

  IRN CLL00008

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 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 14 Sep 2022)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
• Christopher David Anderton

  IRN CDA00007

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 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 14 Sep 2022)
  • [FCA CF] Functions requiring qualifications (since 1 Oct 2020)
• David Andrew Thompson

  IRN DAT00001

  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 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] Significant management (since 4 Nov 2021)
  • [FCA CF] Client dealing (since 4 Nov 2021)
  • [FCA CF] Functions requiring qualifications (since 4 Nov 2021)
  • Responsibility for MCD Intermediation (since 30 Oct 2020)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 1 Oct 2020)
  • Responsible for Insurance Distribution (since 1 Oct 2020)
  • SMF16 Compliance Oversight (since 1 Oct 2020)
  • SMF3 Executive Director (since 1 Oct 2020)
• JOE BURGOYNE

  IRN JXB04292

  • 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] Functions requiring qualifications (since 15 Apr 2026)
  • [FCA CF] Client dealing (since 15 Apr 2026)
• Jacob Michael James Fogarty

  IRN JXF00748

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 9 Jan 2026)
• Lesley Hitchen

  IRN LXH00151

  • [FCA CF] Functions requiring qualifications (1 Mar 2021 to 6 Sep 2024)
• Michael Fogarty

  IRN MXF01506

  • 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 14 Sep 2022)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)

No changes recorded yet.