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.

• Meurig Hughes

  IRN MXH00014

  • [FCA CF] Client dealing (9 Dec 2019 to 1 Jul 2022)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Jul 2022)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF21 Investment Adviser (15 Apr 2003 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (10 Oct 2002 to 15 Apr 2003)
• Michael Colin Martin

  IRN MCM01088

  • CF30 Customer (1 Nov 2007 to 31 Mar 2011)
  • CF21 Investment Adviser (2 Mar 2003 to 31 Oct 2007)
  • CF23 Corporate Finance Adviser (30 Apr 2002 to 21 Sep 2004)
  • CF24 Pension Transfer Specialist (18 Jan 2002 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (18 Jan 2002 to 3 Feb 2003)
• Michael David Glover

  IRN MDG00008

  • CF22 Investment Adviser (Trainee) (29 Mar 2004 to 14 May 2004)
• Michael John Powell

  IRN MJP00019

  • CF1 Director (1 Dec 2001 to 5 Jun 2008)
• Michael McDonald

  IRN MXM00237

  • CF30 Customer (18 Feb 2011 to 9 Sep 2011)
• Michael Paul Walker

  IRN MPW01080

  • 7. Giving personal recommendations on long-term care insurance contracts
  • 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] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (10 Mar 2021 to 6 Dec 2023)
• Michael Sherman

  IRN MDS01250

  • 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 26 Aug 2025)
  • [FCA CF] Functions requiring qualifications (since 26 Aug 2025)
  • [FCA CF] Manager of certification employee (13 Mar 2024 to 6 Sep 2024)
  • [FCA CF] Client dealing (9 Dec 2019 to 6 Sep 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 6 Sep 2024)
  • CF30 Customer (31 Aug 2018 to 8 Dec 2019)
• Michael Stephen Lewis

  IRN MSL01040

  • CF30 Customer (25 Sep 2008 to 12 Aug 2009)
  • CF21 Investment Adviser (15 Feb 2006 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (22 Oct 2004 to 15 Feb 2006)
• Michael Woods

  IRN MXW01541

  • CF30 Customer (15 Aug 2012 to 30 Nov 2013)
• Michelle Harsum

  IRN MXH00257

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 12 Jul 2021)
  • [FCA CF] Client dealing (9 Dec 2019 to 12 Jul 2021)

• 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.