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
- 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 2 Jan 2024)
- [FCA CF] Functions requiring qualifications (since 2 Jan 2024)
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- Appointed representative dealing with clients for which they require qualification (21 Jan 2020 to 29 Dec 2023)
- CF30 Customer (18 Jan 2020 to 29 Dec 2023)
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- CF30 Customer (12 Aug 2015 to 18 Sep 2017)
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- (6)Employed By (12 Aug 2015 to 18 Sep 2017)
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- CF30 Customer (7 Feb 2011 to 11 Sep 2012)
- CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Chrysalis Wealth Management Ltd
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controlled function added: (6)Employed By at Chrysalis Wealth Management Ltd