Sarah Elizabeth McNaughton-James

Last updated
2 weeks ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • SALTUS WEALTH PARTNERSHIP LIMITED

    FRN 449607

    • 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)
    • 9A. Advising on P2P agreements
    • [FCA CF] Client dealing (since 8 Jan 2024)
    • [FCA CF] Functions requiring qualifications (since 8 Jan 2024)
  • Fortic Financial Services Ltd (no longer approved here)

    FRN 474740

    • [FCA CF] Client dealing (24 Jan 2022 to 7 Mar 2024)
    • [FCA CF] Functions requiring qualifications (2 Aug 2021 to 7 Mar 2024)

Recent activity

Updates to this individual's record on the FCA register.

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