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.

• Kevin John Mee

  IRN KJM00015

  • [FCA CF] Client dealing (9 Dec 2019 to 31 Jan 2026)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jan 2026)
  • CF4 Partner (AR) (13 Jul 2010 to 24 Jun 2014)
  • CF30 Customer (13 Jul 2010 to 8 Dec 2019)
  • CF1 Director (22 Dec 2009 to 31 Jul 2014)
  • CF11 Money Laundering Reporting (22 Dec 2009 to 29 Sep 2011)
• Kevin Michael Palmer

  IRN KMP00016

  • 7. Giving personal recommendations on long-term care insurance contracts
  • 9A. Advising on P2P agreements
  • 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 Oct 2020)
  • [FCA CF] Client dealing (since 1 Oct 2020)
• Leslie Richard Priest

  IRN LRP01026

  • [FCA CF] Functions requiring qualifications (22 Apr 2020 to 13 Aug 2021)
• Lynda Jane Croome

  IRN LJC00046

  • CF30 Customer (22 Jul 2010 to 30 Apr 2013)
• Malcolm Andrew Harper

  IRN MAH00082

  • SMF3 Executive Director (since 9 Dec 2019)
  • Responsibility for MCD Intermediation (since 14 Dec 2018)
  • Responsible for Insurance Distribution (since 14 Dec 2018)
  • SMF1 Chief Executive (9 Dec 2019 to 25 Sep 2025)
  • CF1 Director (14 Dec 2018 to 8 Dec 2019)
  • CF3 Chief Executive (14 Dec 2018 to 8 Dec 2019)
• Mark Antony Truman

  IRN MAT01179

  • CF4 Partner (AR) (24 May 2013 to 10 Dec 2013)
  • CF30 Customer (29 Dec 2009 to 10 Dec 2013)
  • CF1 Director (29 Dec 2009 to 22 Nov 2010)
• Mark Jeremy Singleton

  IRN MJS00181

  • CF4 Partner (AR) (9 May 2013 to 24 Jun 2014)
  • CF30 Customer (14 Mar 2011 to 30 May 2017)
• Mark Lionel Smitheram

  IRN MLS00028

  • 21. Advising or arranging (bringing about) equity release transactions
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 9A. Advising on P2P agreements
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 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 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (24 Oct 2016 to 8 Dec 2019)
• Mark Ronald Archibald Wilson

  IRN MRW00070

  • SMF3 Executive Director (12 Jun 2020 to 31 Jan 2023)
• Martin Critchard

  IRN MXC00028

  • 21. Advising or arranging (bringing about) equity release transactions
  • 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] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (21 Dec 2018 to 8 Dec 2019)

• Sterling McCall Limited (no longer appointed)

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

No changes recorded yet.