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

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  • · 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.

• Ivan Michael Jiri Lintner

  IRN IML01039

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 1 Mar 2023)
  • [FCA CF] Client dealing (since 1 Mar 2023)
• Jack Lear

  IRN JXL02273

  • [FCA CF] Manager of certification employee (8 Oct 2025 to 20 Mar 2026)
  • [FCA CF] Functions requiring qualifications (1 Apr 2025 to 20 Mar 2026)
  • [FCA CF] Client dealing (1 Apr 2025 to 20 Mar 2026)
• Jack Munday

  IRN JXM00377

  • 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 Jul 2020)
  • [FCA CF] Manager of certification employee (3 Jan 2023 to 21 Aug 2025)
• Jack Thomas Grey

  IRN JXG00865

  • 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)
• James David Cederholm

  IRN JXC03502

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 15 Jan 2026)
  • [FCA CF] Functions requiring qualifications (since 15 Jan 2026)
• James Dixon

  IRN JXD00412

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 23 Nov 2023)
  • [FCA CF] Functions requiring qualifications (since 23 Nov 2023)
• James Edward Forrester Hyde

  IRN JEH01159

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 28 Mar 2024)
  • [FCA CF] Functions requiring qualifications (since 28 Mar 2024)
• James George Ritchie Philip

  IRN JGP01086

  • [FCA CF] Significant management (1 May 2023 to 20 Feb 2025)
• James Michael Dear

  IRN JMD01251

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Manager of certification employee (since 16 Dec 2025)
  • [FCA CF] Functions requiring qualifications (since 28 Mar 2024)
  • [FCA CF] Client dealing (since 28 Mar 2024)
• James Morgan Edward Havard

  IRN JXH00943

  • 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 1 Mar 2023)

• 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.