Atomos Financial Planning Limited

• Principal Place of Business

  One Castlepark

  Bristol

  BS2 0JA

  UNITED KINGDOM

  Phone

  +4403301656600

  Web

  https://www.atomos.co.uk

• Complaints Contact

  One Castlepark

  Bristol

  BS2 0JA

  UNITED KINGDOM

  Phone

  +4403301656600

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• P2P Lending Advice

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Equity Release Advice

  For Customer, Home reversion plans

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Equity Release Arranging

  For Customer, Home reversion plans

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

  Show 2 limitations Hide limitations

  • · Limited to debt counselling which is provided in connection with investment advice.
  • · This permission is limited to debt counselling with no debt management activity

• Consumer Loans

  Show 1 limitation Hide limitations

  • · Limited to lending that is in connection with the payment of fees which are only for on-going services or regular premiums.

• Loan Servicing

• Equity Release Setup

  For Customer, Home reversion plans

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Credit Score Services

  Show 1 limitation Hide limitations

  • · Limited to the provision of credit information services with no credit repair (as defined by 89A(3)(c) & (d) of the Regulated Activities Order.

• Abraham Oswald John Fletcher

  IRN AOF01006

  • CF30 Customer (1 Nov 2007 to 13 Jan 2009)
  • CF21 Investment Adviser (25 Oct 2006 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (9 Feb 2006 to 25 Oct 2006)
• Adam Charles Benson

  IRN ACB01153

  • CF21 Investment Adviser (2 Jun 2005 to 5 Mar 2007)
  • CF22 Investment Adviser (Trainee) (17 Feb 2004 to 2 Jun 2005)
• Adam John Jones

  IRN AJJ01085

  • CF30 Customer (17 Aug 2012 to 8 May 2017)
• Adrian Ralph Evans

  IRN ARE00002

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 1 Apr 2026)
  • [FCA CF] Client dealing (since 1 Apr 2026)
• Alan Kirk

  IRN AXK00015

  • CF21 Investment Adviser (1 Dec 2001 to 21 Nov 2002)
• Alan Potter

  IRN AWP00020

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 28 Apr 2023)
  • [FCA CF] Client dealing (9 Dec 2019 to 28 Apr 2023)
  • CF30 Customer (6 Aug 2015 to 8 Dec 2019)
• Alastair Harold Whitehead

  IRN AHW01048

  • CF1 Director (AR) (24 Jul 2022 to 9 Jan 2025)
• Alex James Ford Morley

  IRN AJM00027

  • Responsibility for MCD Intermediation (21 Mar 2016 to 8 Dec 2016)
  • Responsible for Insurance Mediation (15 Apr 2014 to 8 Dec 2016)
  • CF1 Director (4 Dec 2013 to 8 Mar 2019)
  • CF3 Chief Executive (4 Dec 2013 to 8 Dec 2016)
  • CF1 Director (AR) (8 Apr 2013 to 8 Mar 2019)
  • CF3 Chief Executive (AR) (8 Apr 2013 to 8 Dec 2016)
• Alex Phillip Nanyn

  IRN APN01034

  • CF30 Customer (1 Nov 2007 to 31 Dec 2008)
  • CF21 Investment Adviser (31 May 2005 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (22 Sep 2003 to 31 May 2005)
• Alexander Robert Knott

  IRN AXK32974

  • [FCA CF] Significant management (9 Dec 2019 to 6 May 2022)

• IDC Wealth Management Limited (no longer appointed)

  FRN 809503 · Appointed 29 Jan 2022 · Until 30 Jun 2022

• Ergowealth Ltd (no longer appointed)

  FRN 813096 · Appointed 10 Jan 2022 · Until 10 Oct 2023

• Metamorph Financial Management Ltd (no longer appointed)

  FRN 953506 · Appointed 23 Jun 2021 · Until 7 Dec 2021

• Avidus Scott Lang & Co. Limited (no longer appointed)

  FRN 777135 · Appointed 6 Dec 2020 · Until 23 Mar 2023

• Littlejohn Financial Services Ltd (no longer appointed)

  FRN 599874 · Appointed 22 Apr 2013 · Until 26 Sep 2016

• English Mutual Limited (no longer appointed)

  FRN 515325 · Appointed 7 Dec 2012 · Until 29 Jul 2021

• Snowdonia Asset Management Limited (no longer appointed)

  FRN 473359 · Appointed 1 Oct 2007 · Until 22 Nov 2012

No changes recorded yet.