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.

  • Mark Nicklin

    IRN MXN01287

    • CF21 Investment Adviser (25 Oct 2006 to 22 Aug 2007)
    • CF22 Investment Adviser (Trainee) (31 Jan 2006 to 25 Oct 2006)
  • Mark Randall Mason

    IRN MRM00026

    • CF30 Customer (1 Nov 2007 to 13 Feb 2009)
    • CF21 Investment Adviser (31 May 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (22 Jul 2004 to 31 May 2005)
  • Mark Robert Helmke

    IRN MRH00014

    • [FCA CF] Functions requiring qualifications (2 Feb 2024 to 31 Dec 2025)
    • [FCA CF] Client dealing (2 Feb 2024 to 31 Dec 2025)
  • Mark Sandilands Dodd

    IRN MSD00004

    • 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)
  • Mark Tetteh Quaye

    IRN MTQ00002

    • CF30 Customer (31 Jan 2013 to 31 Aug 2015)
  • Mark Welsh

    IRN MDW00021

    • CF30 Customer (31 Jul 2009 to 30 Nov 2015)
    • CF22 Investment Adviser (Trainee) (5 Feb 2004 to 22 Mar 2005)
  • Mark William Hunter

    IRN MWH00011

    • [FCA CF] Client dealing (6 Jan 2021 to 16 Apr 2025)
    • [FCA CF] Functions requiring qualifications (6 Jan 2021 to 16 Apr 2025)
  • Mark Williams

    IRN MRW01086

    • [FCA CF] Client dealing (9 Dec 2019 to 31 Aug 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Aug 2022)
    • CF30 Customer (12 Sep 2019 to 8 Dec 2019)
  • Martin Howe

    IRN MXH00110

    • 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] Client dealing (since 10 Jun 2022)
    • [FCA CF] Functions requiring qualifications (since 10 Jun 2022)
  • Martin Morrissey

    IRN MXM00111

    • CF22 Investment Adviser (Trainee) (2 Feb 2004 to 22 Mar 2004)
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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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