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.

• Grant David Maunder

  IRN GDM00001

  • 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)
• Greg Skeoch

  IRN GXS00234

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 16 Mar 2026)
  • [FCA CF] Functions requiring qualifications (since 16 Mar 2026)
  • [FCA CF] Client dealing (2 Jun 2025 to 1 Aug 2025)
  • [FCA CF] Functions requiring qualifications (2 Jun 2025 to 1 Aug 2025)
• Guy Prysor-Jones

  IRN GXP08616

  • 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 20 Sep 2021)
• Harriet Jayne Marlow

  IRN HJM01099

  • [FCA CF] Client dealing (25 Oct 2023 to 28 Nov 2025)
  • [FCA CF] Functions requiring qualifications (4 Jan 2021 to 28 Nov 2025)
• Harry Graham Frank Sharp

  IRN HXS00296

  • [FCA CF] Client dealing (2 Jun 2025 to 31 Dec 2025)
  • [FCA CF] Functions requiring qualifications (2 Jun 2025 to 31 Dec 2025)
• Helen Marie Grieves

  IRN HXG00112

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

  IRN HMG01021

  • 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] Manager of certification employee (since 18 Jun 2025)
  • [FCA CF] Client dealing (since 10 Apr 2025)
  • [FCA CF] Functions requiring qualifications (since 10 Apr 2025)
• Hester Redvers Harris

  IRN HXH00081

  • [FCA CF] Client dealing (17 Oct 2023 to 28 Nov 2024)
  • [FCA CF] Functions requiring qualifications (17 Oct 2023 to 28 Nov 2024)
• Howard John Imbert

  IRN HJI00001

  • [FCA CF] Client dealing (28 Mar 2024 to 31 Dec 2025)
  • [FCA CF] Functions requiring qualifications (28 Mar 2024 to 31 Dec 2025)
• Ian Michael Colley

  IRN IMC01055

  • [FCA CF] Client dealing (25 Oct 2023 to 28 Jun 2024)
  • [FCA CF] Manager of certification employee (3 Jan 2023 to 28 Jun 2024)
  • [FCA CF] Functions requiring qualifications (20 Sep 2021 to 28 Jun 2024)

• 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.