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.

• Jeremy Statham Edwards

  IRN JSE00007

  • [FCA CF] Functions requiring qualifications (22 Nov 2022 to 11 May 2024)
  • [FCA CF] Client dealing (22 Nov 2022 to 11 May 2024)
• John David White

  IRN JDW01100

  • [FCA CF] Functions requiring qualifications (23 Feb 2021 to 28 Jul 2021)
  • [FCA CF] Client dealing (23 Feb 2021 to 28 Jul 2021)
  • SMF1 Chief Executive (9 Dec 2019 to 28 Jul 2021)
  • SMF3 Executive Director (9 Dec 2019 to 28 Jul 2021)
  • Responsible for Insurance Distribution (1 Oct 2018 to 28 Jul 2021)
  • Responsible for Insurance Mediation (23 Jan 2017 to 30 Sep 2018)
  • Responsibility for MCD Intermediation (23 Jan 2017 to 28 Jul 2021)
  • CF3 Chief Executive (21 Dec 2016 to 8 Dec 2019)
  • CF1 Director (21 Dec 2016 to 8 Dec 2019)
  • CF3 Chief Executive (AR) (16 Dec 2016 to 28 Jul 2021)
  • CF1 Director (AR) (16 Dec 2016 to 28 Jul 2021)
• John Jeremy Maples Matthews

  IRN JJM00005

  • CF30 Customer (15 Aug 2012 to 31 Dec 2016)
• John Martin Beddard

  IRN JMB00016

  • CF21 Investment Adviser (1 Dec 2001 to 7 Jan 2002)
  • CF1 Director (1 Dec 2001 to 7 Jan 2002)
• John Richard Coggins

  IRN JRC00031

  • CF30 Customer (15 Aug 2012 to 19 Jan 2015)
• John Ridings

  IRN JJR01086

  • [FCA CF] Client dealing (9 Dec 2019 to 22 Feb 2023)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 22 Feb 2023)
  • CF30 Customer (4 Jul 2011 to 8 Dec 2019)
• John Sitch

  IRN JXS00133

  • CF30 Customer (17 Aug 2012 to 12 Oct 2018)
• Jonathan Alexander Bradshaw

  IRN JAB01313

  • CF30 Customer (1 Nov 2007 to 3 Dec 2007)
  • CF21 Investment Adviser (25 Oct 2006 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (11 Apr 2005 to 25 Oct 2006)
• Jonathan Charles Polin

  IRN JCP01056

  • SMF3 Executive Director (since 9 Dec 2019)
  • SMF1 Chief Executive (3 May 2024 to 31 Aug 2024)
  • SMF9 Chair of the Governing Body (17 Nov 2020 to 13 Jul 2022)
  • CF1 Director (AR) (27 Jul 2020 to 23 Mar 2023)
  • CF1 Director (27 Apr 2016 to 8 Dec 2019)
• Jonathan Cross

  IRN JXC00016

  • CF30 Customer (21 Jan 2011 to 27 May 2015)

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• Littlejohn Financial Services Ltd (no longer appointed)

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• Snowdonia Asset Management Limited (no longer appointed)

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No changes recorded yet.