Active Financial Partners Limited

Reference number: 301860

Instant download

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When shackletonadvisers.co.uk first appeared online, and whether it can receive email
  • What kind of line 023 9223 1448 is, and the 3 other firms that give it
  • Who else gives the postcode PO7 7SE
Instant PDF download
Other names (24)

If you were contacted under any of these names, it is this firm.

  • IMS Capital Trading name
  • Independent Financial Services & Wealth Management Trading name
  • Lenrose Wealth Management Trading name
  • Shackleton Trading name
  • Worthy Financial Planning Trading name
  • Compass Mortgage & Insurance Services Ltd Former name
  • A L Watermark Former trading name
  • Clifton Nash Former trading name
  • East Court Financial Services Former trading name
  • Financial Vision Former trading name
  • Harwood Wealth Platform Former trading name
  • Hylton Financial Services Former trading name
  • Jeffries Wealth Management Former trading name
  • Jigsaw Access Financial Advice Former trading name
  • KPS Mortgages Former trading name
  • Lenehan Associates Former trading name
  • Lesley Long Financial Consultancy Former trading name
  • Meridian Financial Solutions Former trading name
  • MH Wealth Management Former trading name
  • Mill Lane Asset Management Former trading name
  • Paul Cliff Financial Management Former trading name
  • Portcullis Wealth Management Former trading name
  • TIME Former trading name
  • TIME in retirement Former trading name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (10 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Debt-counselling
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
04266233
Company status
Active
Company type
Private limited company
Incorporated
7 August 2001 (25 years old)
Registered office
Matches the FCA register address ✓
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Andrew Thomas Karl Westenberger Director Mar 1966 24 Feb 2025 10 other companies
Paul Douglas White Director Sep 1976 14 May 2025 15 other companies
Edward John Renwick Director Jun 1977 28 May 2025 20 other companies
Harry Bhavnani Director Jan 1975 18 Jul 2025 19 other companies
Paul William Feeney Director Nov 1963 12 Oct 2026 66 other companies
Grant Thomas Hotson Director Sep 1971 12 Oct 2026 52 other companies

Other companies run by these 6 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
73
closed down
9
are FCA-registered
25

In the full report: all 73 companies, named

  • What each company does, and whether it is still trading
  • Which of these 6 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 25 on the FCA register
  • The 47 companies these 6 directors run together
  • All 13 people who have ever been directors, with their dates
Instant PDF download

Key dates in its history

Active Financial Partners’s history from the FCA register and Companies House, newest first.

Key events (6) All events (68)

2016

6 April 2016

  • Argentis Group Ltd took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2009

20 May 2009

  • Changed its registered name from "Compass Mortgage & Insurance Services Ltd"

FCA register

2004

31 October 2004

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

2001

7 August 2001

  • Incorporated at Companies House

Companies House

In the full report: all 68 events

  • All 68 events in its history (6 shown here)
  • Every director appointment and resignation: 18
Instant PDF download

Firms connected to Active Financial Partners

Other FCA-listed firms that share a director, phone number or address with Active Financial Partners. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
12
share a director
12
share its phone number
3

In the full report: all 12 connected firms, named

  • How each is linked: shared directors (12), the same phone number (3), the same postcode (2)
  • Who links each one: the named directors, with dates
Instant PDF download

Firms like Active Financial Partners

Other firms of the same type (pension transfer adviser), nearest first.

Elsewhere in the UK

(SMT) Money Matters LimitedCrawleyAuthorised415 LLPWantageAuthorisedAbsolute Sense Independent Financial Advisers LimitedElySee the registerAcorn to Oaks Financial Services LtdWillenhallAuthorisedActive Investment Managers LimitedHullAuthorisedAdnfc Financial Consultants LtdYorkAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Active Financial Partners

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 73 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 68 events in its history
  • 12 connected firms, named, and who links them

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Active Financial Partners Limited FCA authorised?
Yes, Active Financial Partners Limited (FRN 301860) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since October 2004 and works as a pension transfer adviser. The FCA has placed no limits on its permissions.
What is Active Financial Partners’ phone number and website?
The FCA register lists the phone number 023 9223 1448 and the website shackletonadvisers.co.uk for Active Financial Partners. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by 3 other FCA firms.
Is Active Financial Partners a scam or clone?
Active Financial Partners is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Active Financial Partners?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Active Financial Partners to the Financial Ombudsman Service, free of charge.
Who owns Active Financial Partners?
Active Financial Partners is owned by Argentis Group Ltd, which holds 75–100% of shares, since 6 April 2016.
Who runs Active Financial Partners?
Companies House lists 6 directors of Active Financial Partners: Andrew Thomas Karl Westenberger, Paul Douglas White, Edward John Renwick, Harry Bhavnani, Paul William Feeney and Grant Thomas Hotson.
How long has Active Financial Partners been in business?
The company was formed on 7 August 2001, and has held its current FCA authorisation since October 2004.
Does Active Financial Partners use any other names?
It trades as IMS Capital, Independent Financial Services & Wealth Management, Lenrose Wealth Management, Shackleton and Worthy Financial Planning. It has previously used 19 other names, including Compass Mortgage & Insurance Services Ltd, A L Watermark and Clifton Nash.

Sources and links

The full report on Active Financial Partners Limited

£19.99 · Instant PDF download

Loading secure checkout…