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.

• Gerald Robert Swarbrick

  IRN GXS01308

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 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)
  • [FCA CF] Client dealing (since 24 Mar 2023)
  • [FCA CF] Functions requiring qualifications (since 24 Mar 2023)
• Glenroy Alistair Geoffrey Bell

  IRN GAB01098

  • 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)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 9A. Advising on P2P agreements
  • 11. Pension transfer specialist
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF4 Partner (AR) (28 May 2013 to 24 Jun 2014)
  • CF30 Customer (10 Oct 2011 to 8 Dec 2019)
• Gordon Charles Pugh

  IRN GCP00002

  • [FCA CF] Client dealing (9 Dec 2019 to 31 Jul 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jul 2025)
  • CF30 Customer (4 Apr 2019 to 8 Dec 2019)
• Gregor Mark Preston

  IRN GXP21436

  • SMF17 Money Laundering Reporting Officer (MLRO) (8 Mar 2022 to 16 Dec 2024)
  • SMF16 Compliance Oversight (8 Mar 2022 to 16 Dec 2024)
  • SMF3 Executive Director (8 Mar 2022 to 16 Dec 2024)
• Hannah Jean Heath

  IRN HXH16503

  • [FCA CF] Client dealing (9 Dec 2019 to 1 Dec 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Nov 2024)
  • CF30 Customer (26 Jun 2019 to 8 Dec 2019)
• Helen Anja Nightingale

  IRN HAN01014

  • 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
  • 11. Pension transfer specialist
  • [FCA CF] Client dealing (since 3 Apr 2020)
  • [FCA CF] Functions requiring qualifications (since 3 Apr 2020)
• Helen Mary Wilkins

  IRN HMM01067

  • [FCA CF] Client dealing (9 Dec 2019 to 1 Mar 2023)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jan 2025)
• Ian De Courcy Ford-Robertson

  IRN IDF00005

  • 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
  • [FCA CF] Functions requiring qualifications (since 28 Feb 2022)
  • [FCA CF] Client dealing (since 28 Feb 2022)
• Ian Robert Henson

  IRN IRH01051

  • CF1 Director (13 Oct 2015 to 3 Mar 2016)
• Ivan Andrew Cullum

  IRN IAC00003

  • CF30 Customer (24 Oct 2016 to 9 Apr 2018)

• Sterling McCall Limited (no longer appointed)

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

No changes recorded yet.