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.

• Kate Manifold

  IRN KXM01515

  • CF30 Customer (1 Nov 2007 to 25 Dec 2015)
  • CF21 Investment Adviser (26 Oct 2006 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (12 Apr 2006 to 26 Oct 2006)
• Kate Parfitt

  IRN KXP01224

  • CF1 Director (4 Aug 2009 to 3 Apr 2013)
  • CF10 Compliance Oversight (8 Sep 2008 to 19 Apr 2013)
  • CF11 Money Laundering Reporting (8 Sep 2008 to 19 Apr 2013)
  • CF30 Customer (1 Nov 2007 to 19 Dec 2008)
  • CF21 Investment Adviser (19 Dec 2005 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (21 Dec 2004 to 19 Dec 2005)
• Katherine Christine Hilton

  IRN KCH00007

  • CF22 Investment Adviser (Trainee) (18 Feb 2004 to 1 Sep 2004)
• Kathryn Sara McMillan

  IRN KSM00003

  • CF30 Customer (29 Jan 2013 to 12 Apr 2016)
• Kathryn Yakas

  IRN KXY01053

  • CF30 Customer (1 Nov 2007 to 19 Dec 2008)
  • CF22 Investment Adviser (Trainee) (9 May 2006 to 31 Oct 2007)
• Katie Anna-Louise Jayden

  IRN KAJ01042

  • CF30 Customer (16 Jan 2012 to 5 Sep 2012)
• Katrina Margaret Usher

  IRN KXM00023

  • CF29 Significant management (4 Jul 2017 to 30 Jan 2019)
  • CF30 Customer (4 Jul 2017 to 30 Jan 2019)
• Keith Halhead

  IRN KXH00010

  • [FCA CF] Client dealing (22 Nov 2022 to 30 Aug 2024)
  • [FCA CF] Functions requiring qualifications (22 Nov 2022 to 30 Aug 2024)
• Kevin Mark Probert

  IRN KMP00010

  • CF30 Customer (6 Feb 2013 to 1 Feb 2015)
• Kevin Robinson

  IRN KXR00059

  • [FCA CF] Significant management (9 Dec 2019 to 23 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.