Saltus Partnership Limited
aka MB Wealth Planning, Grays Independent Financial Advisers, Brunel Capital Partners, Abacus Associates, ...Abacus Associates A Saltus Business, Saltus Partnership Limited
About
Saltus offers tailored wealth management in Bristol. Our Bristol financial advisers can create personalised plans to help you achieve your goals.
Source: saltus.co.uk/our-locations/bristol?utm_source=google&utm_medium=organic&utm_campaign=gb_profile&utm_content=bristolContact & Location
Specialisms
Regulatory Information
- FRN
- 554381
- Status
- Authorised
- Date Authorised
- 8 September 2011
- Years Authorised
- 14 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Acting as a CBTL arranger
- ✓Acting as a CBTL advisor
- ✓CBTL Status
- ✓CBTL Effective Date
- ✓Agreeing to carry on a regulated activity
- ✓Acting as a CBTL Arranger
- ✓Acting as a CBTL Advisor
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Debt-counselling
- ✓Credit Broking
- ✓Making arrangements with a view to regulated mortgage contracts
- ✓Making arrangements with a view to a home reversion plan
- ✓Arranging (bringing about) regulated mortgage contracts
- ✓Arranging (bringing about) a home reversion plan
- ✓Advising on regulated mortgage contracts
- ✓Advising on a home reversion plan
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 07586042
- Company Status
- Active
- Incorporation Date
- 31 March 2011
- Directors
- 6
- Accounts Category
- Small
- Last Accounts Filed
- 31 March 2025
- SIC Codes
- 70221
Team (20)
Jason Edwards
ApprovedAlexander James Spreckley
ApprovedCertifiedJonathan Hugo Macintosh
ApprovedCertifiedKathryn Naomi Kendall
ApprovedCertifiedAlistair David Stuart
ApprovedCertifiedMalcolm Andrew Harper
ApprovedCertifiedDaniel Underwood
ApprovedCertifiedAdam Swift
CertifiedGareth Rees
CertifiedMichael Francis Boyles
CertifiedSarah Louise Searle
CertifiedDamien Joseph Rylett
CertifiedJoseph Paul William Cooper
CertifiedAlexander Groves
CertifiedAndrew Clark
CertifiedAndrew McDonald
CertifiedAshley Potts
CertifiedCalvin Lister
CertifiedChristopher Hall
CertifiedGeoff O'Sullivan
Certified
Google Reviews
17 reviews on Google
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Quick Facts
- Hereford, West Midlands
- 14 years FCA-authorised
- 20 registered individuals
- 4 specialisms
- 19 FCA permissions
- CH 07586042
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.