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.

• Hugh Johnson

  IRN HXJ00018

  • [FCA CF] Client dealing (26 Nov 2020 to 25 Mar 2022)
  • [FCA CF] Functions requiring qualifications (26 Nov 2020 to 25 Mar 2022)
  • [FCA CF] Manager of certification employee (9 Dec 2019 to 25 Mar 2022)
• Ian David Cosnett

  IRN IXC00036

  • 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
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Client dealing (since 13 May 2022)
  • [FCA CF] Functions requiring qualifications (since 13 May 2022)
  • CF30 Customer (since 13 Apr 2022)
  • CF1 Director (AR) (13 Apr 2022 to 30 Jun 2022)
  • CF30 Customer (15 Aug 2012 to 3 Dec 2018)
• Ian David Randon

  IRN IDR00006

  • 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)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Client dealing (since 22 Nov 2022)
  • [FCA CF] Functions requiring qualifications (since 22 Nov 2022)
• Ian Howard Thomasson

  IRN IHT00001

  • Appointed representative dealing with clients for which they require qualification (13 Jan 2021 to 30 Jul 2021)
  • CF30 Customer (13 Jan 2021 to 30 Jun 2021)
  • [FCA CF] Client dealing (13 Jan 2021 to 30 Jun 2021)
• Ian Lee

  IRN IGL01019

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 28 Feb 2022)
  • [FCA CF] Client dealing (9 Dec 2019 to 28 Feb 2022)
  • CF30 Customer (1 Jun 2019 to 8 Dec 2019)
• Ian Martin

  IRN IXM01320

  • [FCA CF] Significant management (5 Feb 2024 to 31 Mar 2026)
  • [FCA CF] Manager of certification employee (9 Dec 2019 to 31 Mar 2026)
  • CF30 Customer (1 Nov 2007 to 15 Dec 2010)
  • CF22 Investment Adviser (Trainee) (8 May 2007 to 31 Oct 2007)
• Ian Michael Wilcock

  IRN IMW01046

  • Appointed representative dealing with clients for which they require qualification (13 Jan 2021 to 31 Oct 2022)
  • CF30 Customer (13 Jan 2021 to 4 Dec 2023)
  • [FCA CF] Client dealing (9 Dec 2019 to 4 Dec 2023)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Aug 2020)
• Ian Ralph Meakin

  IRN IRM00012

  • CF30 Customer (17 Mar 2022 to 26 Aug 2022)
• Ian Robert Newton

  IRN IRN00002

  • CF22 Investment Adviser (Trainee) (8 Mar 2004 to 22 Mar 2005)
• Ian Samuel Grahame Scott

  IRN ISS00003

  • 11. Pension transfer specialist
  • 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 2022)
  • [FCA CF] Client dealing (since 1 Nov 2022)
  • [FCA CF] Manager of certification employee (1 Nov 2022 to 27 Mar 2024)
  • [FCA CF] Client dealing (13 Jan 2021 to 25 Jun 2021)
  • Appointed representative dealing with clients for which they require qualification (13 Jan 2021 to 31 Oct 2022)
  • CF1 Director (AR) (12 Jan 2021 to 23 Mar 2023)
  • CF30 Customer (12 Jan 2021 to 6 Dec 2023)

• 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.