Saltus Partnership Limited

• Principal Place of Business

  Kemble House

  2nd Floor Office Suite

  36-39 Broad Street

  Hereford

  Herefordshire

  HR4 9AR

  UNITED KINGDOM

  Phone

  +4401432343322

  Web

  https://www.saltus.co.uk/partnership-programme

• Complaints Contact

  Saltus Financial Planning, 4500 Parkway

  Whiteley

  Fareham

  Hampshire

  PO15 7AZ

  UNITED KINGDOM

  Phone

  +4401489663700

• 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 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.

• Equity Release Advice

  For Customer, Home reversion plans

• 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, Structured Deposits, 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.

• Equity Release Arranging

  For Customer, Home reversion plans

• 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, Structured Deposits, 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

• Credit Brokering

• Debt Advice

  Show 1 limitation Hide limitations

  • · This permission is limited to debt counselling with no debt management activity

• Equity Release Setup

  For Customer, Home reversion plans

• Mortgage Setup

  For Customer, Regulated mortgage contract

• 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, Structured Deposits, 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.

• Sameer Ullah

  IRN SIU00002

  • 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 1 Nov 2025)
  • [FCA CF] Functions requiring qualifications (since 1 Nov 2025)
• Samuel Donovan

  IRN SXD01560

  • 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 1 Nov 2025)
  • [FCA CF] Functions requiring qualifications (since 1 Nov 2025)
• Sarah Louise Searle

  IRN SLS00023

  • 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 2 Jan 2026)
  • [FCA CF] Functions requiring qualifications (since 2 Jan 2026)
• Simon Glanville

  IRN SPG00022

  • 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 1 Nov 2025)
  • [FCA CF] Functions requiring qualifications (since 1 Nov 2025)
• Simon Trebble

  IRN SXT01984

  • [FCA CF] Client dealing (9 Dec 2019 to 2 Jan 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 2 Jan 2024)
• Sonja Selby

  IRN SXS02430

  • 11. Pension transfer specialist
  • 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 1 Nov 2025)
  • [FCA CF] Client dealing (since 1 Nov 2025)
• Spencer Tovey

  IRN SPT00018

  • [FCA CF] Functions requiring qualifications (1 Nov 2025 to 1 Feb 2026)
  • [FCA CF] Client dealing (1 Nov 2025 to 1 Feb 2026)
• Stacy Coldicott

  IRN SXC02992

  • 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 1 Nov 2025)
  • [FCA CF] Functions requiring qualifications (since 1 Nov 2025)
• Stephen Gordon

  IRN SCG00014

  • 11. Pension transfer specialist
  • 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 1 Nov 2025)
  • [FCA CF] Functions requiring qualifications (since 1 Nov 2025)
• Stephen Hubbuck

  IRN SXH11004

  • 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 1 Nov 2025)
  • [FCA CF] Client dealing (since 1 Nov 2025)

• Indaba Wealth Management Limited (no longer appointed)

  FRN 996573 · Appointed 18 May 2023 · Until 2 Apr 2026

• Brunel Wealth Management Ltd (no longer appointed)

  FRN 627727 · Appointed 8 Jul 2014 · Until 6 Jul 2015

No changes recorded yet.