Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Saltus Partnership Limited
FRN 554381
- 7. Giving personal recommendations on long-term care insurance contracts
- 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 Nov 2025)
- [FCA CF] Client dealing (since 1 Nov 2025)
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- [FCA CF] Functions requiring qualifications (27 Sep 2022 to 13 Mar 2026)
- [FCA CF] Client dealing (27 Sep 2022 to 13 Mar 2026)
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- Employed By (7 Mar 2022 to 22 Jul 2022)
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- CF30 Customer (12 Apr 2021 to 22 Jul 2022)
- [FCA CF] Client dealing (1 Mar 2021 to 22 Jul 2022)
- [FCA CF] Functions requiring qualifications (1 Mar 2021 to 22 Jul 2022)
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- (6)Employed By (12 Apr 2021 to 22 Jul 2022)
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- CF30 Customer (9 Oct 2017 to 8 Dec 2019)
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- CF30 Customer (11 Nov 2013 to 22 Sep 2017)
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- CF30 Customer (21 Jul 2009 to 28 Mar 2012)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: Employed By at Forte Wealth Management Limited
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controlled function added: (6)Employed By at Forte Wealth Management Limited