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.

  • Andrew Simpson

    IRN AXS02327

    • CF30 Customer (13 Nov 2014 to 31 Jul 2015)
  • Andy McLaughlin

    IRN AJM00161

    • [FCA CF] Client dealing (9 Dec 2019 to 30 Jun 2020)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Jun 2020)
    • CF30 Customer (21 Dec 2018 to 2 Aug 2019)
  • Anil Kanish

    IRN AXK00008

    • CF30 Customer (16 Oct 2012 to 7 Jun 2013)
  • Anna Jane Willis

    IRN AJW01476

    • CF30 Customer (25 Feb 2009 to 25 Nov 2015)
  • Anthony Desmond

    IRN AXD00101

    • CF21 Investment Adviser (11 Jul 2005 to 28 Jul 2005)
    • CF22 Investment Adviser (Trainee) (2 Jun 2004 to 11 Jul 2005)
  • Anthony James Morriss

    IRN AJM00194

    • CF22 Investment Adviser (Trainee) (18 Feb 2004 to 22 Mar 2005)
  • Anthony John Marston-Smith

    IRN AJM00049

    • CF30 Customer (18 Jun 2010 to 15 Jul 2011)
  • Anthony McShane

    IRN AXM00208

    • CF22 Investment Adviser (Trainee) (7 Sep 2004 to 16 Nov 2004)
  • Ben Alun Morris

    IRN BAM01080

    • CF30 Customer (1 Nov 2007 to 31 Oct 2008)
    • CF22 Investment Adviser (Trainee) (24 Apr 2007 to 31 Oct 2007)
  • Benjamin James Leach

    IRN BJL01069

    • [FCA CF] Significant management (since 18 Mar 2024)
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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.