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.

  • Martyn John Reeve

    IRN MJR00031

    • CF21 Investment Adviser (5 Aug 2002 to 21 Nov 2002)
    • CF22 Investment Adviser (Trainee) (14 May 2002 to 5 Aug 2002)
  • Mary May Robinson

    IRN MMR00002

    • CF1 Director (1 Dec 2001 to 17 Sep 2008)
    • CF11 Money Laundering Reporting (1 Dec 2001 to 17 Sep 2008)
    • CF10 Compliance Oversight (1 Dec 2001 to 17 Sep 2008)
  • Matthew Bennett Woodhead

    IRN MBW00004

    • CF30 Customer (1 Nov 2007 to 1 Sep 2008)
    • CF24 Pension Transfer Specialist (17 Mar 2005 to 31 Oct 2007)
    • CF21 Investment Adviser (16 Oct 2003 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (22 Jul 2003 to 16 Oct 2003)
  • Matthew Cutlan

    IRN JWM01130

    • [FCA CF] Significant management (30 Jun 2020 to 31 Dec 2021)
  • Matthew Eason

    IRN MXE00004

    • 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 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (17 Aug 2012 to 28 Jul 2021)
  • Matthew Paul Wood

    IRN MPW01100

    • CF30 Customer (17 Jul 2008 to 12 May 2010)
  • Matthew Taylor

    IRN MRT00007

    • 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 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (15 Jan 2010 to 8 Dec 2019)
  • Maurice Joseph Quinn

    IRN MJQ00001

    • CF21 Investment Adviser (4 Oct 2006 to 9 Oct 2007)
    • CF22 Investment Adviser (Trainee) (30 Aug 2006 to 4 Oct 2006)
  • Maximillian Arwyn Roberts

    IRN MAR01301

    • CF30 Customer (1 Jul 2012 to 23 May 2014)
  • Mehareen Ali

    IRN MXA03484

    • CF30 Customer (21 Feb 2018 to 21 Aug 2019)
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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.

No changes recorded yet.