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

  Show 1 limitation Hide limitations

  • · 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.

• Elaine Anne Shore

  IRN EAS00005

  • CF30 Customer (9 May 2016 to 8 Dec 2019)
• Emma Wilkinson

  IRN EXW01162

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 4 Dec 2024)
  • [FCA CF] Functions requiring qualifications (since 4 Dec 2024)
• Fraser Munro Macdonald

  IRN FMM01042

  • CF1 Director (26 May 2016 to 6 Feb 2017)
  • CF10 Compliance Oversight (9 May 2016 to 1 Sep 2017)
  • CF11 Money Laundering Reporting (9 May 2016 to 1 Sep 2017)
  • Responsible for Insurance Mediation (9 May 2016 to 6 Feb 2017)
• Gabriel Oluwadurotimi Dada

  IRN GXD00400

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 29 Oct 2024)
  • [FCA CF] Client dealing (since 29 Oct 2024)
• Gareth David Attwood

  IRN GDA01030

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 23 Nov 2023)
  • [FCA CF] Client dealing (since 23 Nov 2023)
• Gershom Yueh Chung Chan

  IRN GYC01000

  • 7. Giving personal recommendations on long-term care insurance contracts
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 27 Oct 2025)
  • [FCA CF] Client dealing (since 27 Oct 2025)
• Gianpaolo Roberto Mantini

  IRN GXM01394

  • [FCA CF] Client dealing (25 Oct 2023 to 21 Jan 2026)
  • [FCA CF] Functions requiring qualifications (26 May 2022 to 21 Jan 2026)
• Gillian Elizabeth Hibbard

  IRN GEH01032

  • SMF3 Executive Director (9 Dec 2019 to 3 Jan 2023)
  • CF1 Director (AR) (14 Aug 2019 to 24 Apr 2023)
  • CF1 Director (5 Aug 2019 to 8 Dec 2019)
• Giuseppina Powell

  IRN GXP17683

  • 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 10 Jan 2023)
  • [FCA CF] Functions requiring qualifications (since 10 Jan 2023)
• Graham Howard Mendoza - Wolfson

  IRN GHM00007

  • 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)

• 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.