Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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SALTUS WEALTH PARTNERSHIP LIMITED
FRN 449607
- 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)
- 7. Giving personal recommendations on long-term care insurance contracts
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 21. Advising or arranging (bringing about) equity release transactions
- [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
- [FCA CF] Client dealing (since 9 Dec 2019)
- CF30 Customer (15 Nov 2017 to 8 Dec 2019)
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- CF30 Customer (8 May 2017 to 19 Sep 2017)
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- CF30 Customer (20 Jun 2016 to 5 May 2017)
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- CF30 Customer (1 Nov 2007 to 13 Nov 2007)
- CF21 Investment Adviser (8 Jun 2007 to 31 Oct 2007)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.