Save & Invest (Financial Planning) Limited

• Principal Place of Business

  Save & Invest (Financial Planning) Ltd

  100 West Regent Street

  Glasgow

  Glasgow City

  G2 2QD

  UNITED KINGDOM

  Phone

  +4401413328088

  Web

  https://shackletonadvisers.co.uk

• Complaints Contact

  Save & Invest (Financial Planning) Ltd

  100 West Regent Street

  Glasgow

  Glasgow City

  G2 2QD

  UNITED KINGDOM

  Phone

  +4401413328088

• 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

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  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.
  • · 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.

• Investment Advice (no pensions)

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

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  • · 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.

• Arranges Investments

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

• Debt Advice

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  • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

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

• Paul William Feeney

  IRN PWF01007

  • SMF1 Chief Executive (since 26 Mar 2025)
• Paul William Fincham

  IRN PWF00002

  • 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)
  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Oct 2025)
  • SMF3 Executive Director (9 Dec 2019 to 29 Oct 2024)
  • CF1 Director (17 Sep 2014 to 8 Dec 2019)
  • CF30 Customer (16 May 2013 to 7 Oct 2025)
• Philip Howard

  IRN PXH02057

  • 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)
  • [FCA CF] Client dealing (since 23 Feb 2022)
  • [FCA CF] Functions requiring qualifications (since 27 Aug 2021)
• Rhonda Yvonne Chambers

  IRN RYC00001

  • CF30 Customer (1 May 2010 to 20 Apr 2012)
• Sandra Ann Mullen

  IRN SAM00021

  • CF30 Customer (1 Nov 2007 to 16 Nov 2007)
  • CF21 Investment Adviser (15 Jul 2004 to 31 Oct 2004)
• Steven Mason

  IRN SXM02333

  • CF30 Customer (16 Jan 2012 to 7 Nov 2014)
• William Cowan Hamilton

  IRN WCH00003

  • CF30 Customer (1 Nov 2007 to 8 Oct 2008)
  • CF21 Investment Adviser (15 Jul 2004 to 31 Oct 2007)

• Save & Invest FT Limited (no longer appointed)

  FRN 464453 · Appointed 26 Feb 2007 · Until 24 Oct 2025

No changes recorded yet.