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.

• Bleddyn Jones

  IRN BXJ01196

  • CF30 Customer (4 Jul 2011 to 24 Aug 2012)
• Bradley Boyd Russell

  IRN BBR01007

  • CF22 Investment Adviser (Trainee) (22 Feb 2005 to 4 Apr 2005)
• Brian Charles Spolander

  IRN BCS01023

  • CF22 Investment Adviser (Trainee) (16 Oct 2004 to 4 Feb 2005)
• Brian George Emslie

  IRN BGE00003

  • CF30 Customer (7 Feb 2013 to 30 Apr 2017)
• Brian Martin Jones

  IRN BXJ01094

  • CF21 Investment Adviser (1 Dec 2001 to 25 Feb 2004)
• Brian Michael Pickering

  IRN BMP00003

  • CF30 Customer (20 Aug 2010 to 9 Sep 2011)
• Brian Stephen Jacques George Emerton

  IRN BSE00002

  • [FCA CF] Client dealing (22 Nov 2022 to 30 Sep 2024)
  • [FCA CF] Functions requiring qualifications (22 Nov 2022 to 30 Sep 2024)
• Bruce Greig Davison

  IRN BCD00002

  • 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 13 Jan 2023)
  • [FCA CF] Functions requiring qualifications (since 13 Jan 2023)
• Bryan Anderson David Wilkins

  IRN BAW01048

  • CF30 Customer (2 Apr 2015 to 20 Nov 2015)
• Bryn Matthew Robinson

  IRN BMR01019

  • 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] Functions requiring qualifications (since 22 Nov 2022)
  • [FCA CF] Client dealing (since 22 Nov 2022)

• 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.