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.

  • Stephanie Jones

    IRN SXJ00576

    • [FCA CF] Manager of certification employee (since 3 Jun 2025)
  • Stephen Davies

    IRN DXS01907

    • CF30 Customer (1 Nov 2007 to 4 Sep 2015)
    • CF22 Investment Adviser (Trainee) (10 Sep 2007 to 31 Oct 2007)
  • Stephen Edward Mark Gibson

    IRN SEG01070

    • CF30 Customer (15 Jun 2009 to 6 Dec 2011)
  • Stephen James Edge

    IRN SJE01104

    • CF30 Customer (1 Nov 2007 to 13 Jan 2009)
    • CF22 Investment Adviser (Trainee) (30 Aug 2006 to 31 Oct 2007)
  • Stephen John Kirk

    IRN SJK00035

    • CF30 Customer (1 Nov 2007 to 14 Sep 2009)
    • CF21 Investment Adviser (26 Jul 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (1 Feb 2005 to 26 Jul 2006)
  • Stephen Paul Haines

    IRN SPH01194

    • CF1 Director (14 Jun 2016 to 31 Mar 2017)
  • Stephen Paul Leater

    IRN SPL00012

    • CF22 Investment Adviser (Trainee) (24 Feb 2004 to 28 Jun 2004)
  • Steven Corrigan

    IRN STC00009

    • CF30 Customer (17 Aug 2012 to 16 Feb 2018)
  • Steven Daborn

    IRN SXD00028

    • CF30 Customer (1 Nov 2007 to 27 Sep 2015)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Steven John Moody

    IRN SJM00083

    • [FCA CF] Client dealing (22 Nov 2022 to 16 Nov 2025)
    • [FCA CF] Functions requiring qualifications (22 Nov 2022 to 16 Nov 2025)
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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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