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
- 7. Giving personal recommendations on long-term care insurance contracts
- 9A. Advising on P2P agreements
- 11. Pension transfer specialist
- 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] 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)
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- CF21 Investment Adviser (17 Oct 2005 to 31 Jan 2006)
- CF22 Investment Adviser (Trainee) (17 Jan 2005 to 17 Oct 2005)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.