Saltus Financial Planning Limited

• Principal Place of Business

  Saltus Financial Planning

  4500 Parkway

  Whiteley

  Fareham

  Hampshire

  PO15 7AZ

  UNITED KINGDOM

  Phone

  +4401489663700

  Web

  https://www.saltus.co.uk

• Complaints Contact

  Saltus Financial Planning

  4500 Parkway

  Whiteley

  Fareham

  Hampshire

  PO15 7AZ

  UNITED KINGDOM

  Phone

  +4401489663700

• 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

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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, Professional, 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

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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.

• 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, Professional, 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.

• 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”.

• Investment Setup

  For Commercial, Professional, 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.

• Megan Billie Jenkins

  IRN MXJ11129

  • CF30 Customer (4 Feb 2019 to 8 Dec 2019)
• Megan Jenkins

  IRN MXJ00104

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 25 Oct 2023)
  • [FCA CF] Manager of certification employee (since 3 Jan 2023)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
• Michael Christopher Pope

  IRN MCP01112

  • CF30 Customer (11 May 2016 to 8 Apr 2019)
• Michael Johnathan Stowe

  IRN MXS19494

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 2 Jun 2025)
  • [FCA CF] Functions requiring qualifications (since 2 Jun 2025)
• Michael St. Hill Stimpson

  IRN MSS01142

  • [FCA CF] Significant management (since 1 May 2023)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 4 Jun 2021)
• Michael Stuart Hill

  IRN MSH00007

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Client dealing (since 25 Oct 2023)
  • [FCA CF] Functions requiring qualifications (since 1 Mar 2023)
• Michelle Midgen

  IRN MRM01142

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 25 Oct 2023)
  • [FCA CF] Functions requiring qualifications (since 26 Feb 2021)
• Mitesh Gosarani

  IRN MXG00740

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 2 Mar 2026)
  • [FCA CF] Functions requiring qualifications (since 2 Mar 2026)
• Mustafa Malik

  IRN MAM00017

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 6 Oct 2025)
  • [FCA CF] Client dealing (since 6 Oct 2025)
• Nathan Dancey

  IRN NXD00394

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 21 Apr 2026)
  • [FCA CF] Client dealing (since 21 Apr 2026)

• Saltus Financial Services Ltd

  FRN 413684 · Appointed 13 May 2016

• Lorica Wellbeing Limited (no longer appointed)

  FRN 911894 · Appointed 1 Aug 2019 · Until 13 Apr 2026

No changes recorded yet.