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.

  • Philip Edward Peat

    IRN PEP01042

    • CF30 Customer (22 Jun 2017 to 15 Dec 2017)
  • Rachard Cassem

    IRN RXC01600

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Dec 2020)
    • [FCA CF] Client dealing (9 Dec 2019 to 31 Dec 2020)
    • CF30 Customer (12 Oct 2015 to 8 Dec 2019)
  • Rachel Louise Hampshire

    IRN RXH01586

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 1 Mar 2023)
    • [FCA CF] Client dealing (since 1 Mar 2023)
    • CF30 Customer (since 13 Jan 2022)
  • Raymond John David Gledhill

    IRN RJG01145

    • CF21 Investment Adviser (11 Oct 2006 to 31 Dec 2006)
    • CF22 Investment Adviser (Trainee) (11 Sep 2006 to 11 Oct 2006)
  • Reece Briesies

    IRN RXB02277

    • CF1 Director (30 Oct 2013 to 4 Feb 2016)
  • Richard Blackett

    IRN RAB00032

    • [FCA CF] Client dealing (9 Dec 2019 to 14 Apr 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 14 Apr 2022)
    • CF30 Customer (24 Jun 2019 to 8 Dec 2019)
  • Richard Bywater

    IRN RXB00030

    • CF30 Customer (13 Aug 2012 to 16 Oct 2014)
  • Richard Eling

    IRN RJE01127

    • CF30 Customer (1 Nov 2007 to 15 Dec 2010)
    • CF21 Investment Adviser (25 Oct 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (30 Jan 2006 to 25 Oct 2006)
  • Richard Emsley

    IRN RAE01110

    • [FCA CF] Client dealing (9 Dec 2019 to 11 Dec 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 11 Dec 2024)
    • CF30 Customer (24 Jan 2018 to 8 Dec 2019)
  • Richard James Chapman

    IRN RJC01279

    • CF30 Customer (23 Aug 2013 to 21 Oct 2013)
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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.