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

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  • · 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

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  • · 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.

• Christopher Ward

  IRN CWW00013

  • 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)
  • 11. Pension transfer specialist
  • [FCA CF] Client dealing (since 1 Nov 2025)
  • [FCA CF] Functions requiring qualifications (since 1 Nov 2025)
• Corinna Veale

  IRN CDV01011

  • [FCA CF] Manager of certification employee (since 1 Nov 2025)
• Craig Burridge

  IRN CXB02586

  • 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)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Functions requiring qualifications (since 1 Nov 2025)
  • [FCA CF] Client dealing (since 1 Nov 2025)
• Damien Joseph Rylett

  IRN DJR00102

  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 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 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • SMF16 Compliance Oversight (9 Dec 2019 to 21 Nov 2023)
  • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 21 Nov 2023)
  • SMF3 Executive Director (9 Dec 2019 to 10 Apr 2025)
  • Responsible for Insurance Distribution (1 Oct 2018 to 10 Apr 2025)
  • CF10 Compliance Oversight (8 Sep 2011 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (8 Sep 2011 to 8 Dec 2019)
  • CF30 Customer (8 Sep 2011 to 8 Dec 2019)
  • Responsible for Insurance Mediation (8 Sep 2011 to 30 Sep 2018)
  • CF1 Director (8 Sep 2011 to 8 Dec 2019)
• Daniel Michael Hiles

  IRN DMH01172

  • SMF3 Executive Director (17 Nov 2020 to 15 Jun 2021)
  • [FCA CF] Manager of certification employee (19 Jun 2020 to 15 Jun 2021)
  • [FCA CF] Client dealing (9 Dec 2019 to 2 Jan 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 2 Jan 2024)
  • CF30 Customer (13 Feb 2015 to 8 Dec 2019)
• Daniel O'Connor

  IRN DXO00114

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 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)
• Daniel Underwood

  IRN DXU00012

  • SMF3 Executive Director (since 27 Oct 2025)
  • [FCA CF] Significant management (1 Feb 2024 to 1 Dec 2025)
• David Ian Buchan

  IRN DIB00007

  • SMF3 Executive Director (9 Dec 2019 to 30 Apr 2024)
  • [FCA CF] Client dealing (9 Dec 2019 to 2 Jan 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 2 Jan 2024)
  • CF1 Director (3 Apr 2012 to 8 Dec 2019)
  • CF30 Customer (3 Apr 2012 to 8 Dec 2019)
• David Peel

  IRN DXP01459

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 1 Nov 2025)
  • [FCA CF] Functions requiring qualifications (since 1 Nov 2025)
• David Vaughan Williams

  IRN DVW01018

  • [FCA CF] Functions requiring qualifications (7 Aug 2024 to 1 Feb 2026)

• 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.