SALTUS WEALTH PARTNERSHIP LIMITED

• Principal Place of Business

  1 The Cornerstone

  Market Place

  Kegworth

  Derbys

  DE74 2EE

  UNITED KINGDOM

  Phone

  +4401509674335

  Web

  https://www.abacusadvisers.co.uk

• Complaints Contact

  Saltus, 4500 Parkway

  Whiteley

  Fareham

  Hampshire

  PO15 7AZ

  UNITED KINGDOM

  Phone

  +4401489663700

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• P2P Lending Advice

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

• 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.

• Salik Kadri

  IRN SAK01157

  • CF30 Customer (6 Apr 2018 to 23 Nov 2018)
• Samuel James Lang

  IRN SJL00050

  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
• Sarah Anne Whitham Cook

  IRN SXC01825

  • CF30 Customer (2 Jul 2013 to 31 Jan 2014)
• Sarah Elizabeth McNaughton-James

  IRN SXM00815

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 9A. Advising on P2P agreements
  • 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
  • 21. Advising or arranging (bringing about) equity release transactions
  • [FCA CF] Functions requiring qualifications (since 8 Jan 2024)
  • [FCA CF] Client dealing (since 8 Jan 2024)
• Scott Alastair Hunter

  IRN SAH01311

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 9A. Advising on P2P agreements
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 23 May 2022)
  • [FCA CF] Client dealing (since 23 May 2022)
• Scott David Greenway

  IRN SDG01074

  • CF4 Partner (AR) (6 Jun 2013 to 24 Jun 2014)
  • CF30 Customer (6 Aug 2012 to 9 Jul 2018)
• Shaun O'Leary

  IRN SVO01009

  • CF1 Director (6 Dec 2016 to 11 Jul 2017)
  • CF11 Money Laundering Reporting (8 Sep 2016 to 11 Jul 2017)
  • CF10 Compliance Oversight (8 Sep 2016 to 11 Jul 2017)
• Sidney John Winn

  IRN SJW00027

  • CF30 Customer (24 Oct 2016 to 10 Jun 2019)
• Simon Charles Thomas

  IRN SCT00012

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • 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)
  • 9A. Advising on P2P agreements
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (25 Jan 2019 to 8 Dec 2019)
• Simon Mark Massey

  IRN SMM00002

  • [FCA CF] Client dealing (9 Dec 2019 to 31 Dec 2023)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Dec 2023)
  • CF4 Partner (AR) (9 May 2013 to 24 Jun 2014)
  • CF30 Customer (8 Nov 2010 to 8 Dec 2019)

• Sterling McCall Limited (no longer appointed)

  FRN 500445 · Appointed 8 Jul 2010 · Until 5 Jan 2018

No changes recorded yet.