Atomos Financial Planning Limited

Date authorised
1 April 2013
Companies House
03879955
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • 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

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

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

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Jamie Reed

    IRN JLR01122

    • [FCA CF] Client dealing (9 Dec 2019 to 31 Dec 2020)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Dec 2020)
    • CF30 Customer (15 Jul 2019 to 8 Dec 2019)
  • Jamie William John Pierce

    IRN JWP01052

    • CF30 Customer (1 Nov 2007 to 13 Jan 2009)
    • CF22 Investment Adviser (Trainee) (27 Dec 2006 to 31 Oct 2007)
  • Jane Elizabeth Martin

    IRN JEM01241

    • 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] Manager of certification employee (since 31 May 2024)
    • [FCA CF] Functions requiring qualifications (since 22 Nov 2022)
    • [FCA CF] Client dealing (since 22 Nov 2022)
  • Janet Margaret Axten-Rice

    IRN JMS00100

    • CF30 Customer (15 Aug 2012 to 31 Aug 2018)
  • Jason Hurwood

    IRN JLH00022

    • [FCA CF] Significant management (since 21 Oct 2025)
    • [FCA CF] Manager of certification employee (since 3 Jul 2025)
  • Jean-Michel Morelli

    IRN JXM03634

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Nov 2020)
    • [FCA CF] Client dealing (9 Dec 2019 to 30 Nov 2020)
    • CF30 Customer (17 Sep 2019 to 8 Dec 2019)
  • Jeanne Fong

    IRN JXF01464

    • CF30 Customer (1 Nov 2007 to 19 Dec 2008)
    • CF21 Investment Adviser (25 Oct 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (28 Feb 2006 to 25 Oct 2006)
  • Jemma Louise King

    IRN JXK16314

    • 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
    • 11. Pension transfer specialist
    • [FCA CF] Functions requiring qualifications (since 16 Apr 2025)
    • [FCA CF] Client dealing (since 16 Apr 2025)
  • Jennifer Coyne

    IRN JXC01657

    • CF22 Investment Adviser (Trainee) (3 Jun 2003 to 21 Jun 2004)
  • Jeremy Paul Gibson

    IRN JPG01076

    • CF2 Non Executive Director (AR) (20 Aug 2013 to 2 Oct 2019)
    • CF2 Non Executive Director (8 Jul 2013 to 2 Oct 2019)
    • CF1 Director (28 Feb 2013 to 1 Jul 2013)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

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