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.

• Calum MacArthur

  IRN CXM00117

  • [FCA CF] Client dealing (7 Sep 2022 to 31 Dec 2023)
  • [FCA CF] Functions requiring qualifications (7 Sep 2022 to 31 Dec 2023)
• Carl Bloomfield

  IRN CJB00041

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Apr 2022)
  • [FCA CF] Client dealing (9 Dec 2019 to 29 Apr 2022)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 29 Apr 2022)
  • CF30 Customer (18 Jun 2013 to 28 Jul 2021)
• Carl David Drummond

  IRN CDD01028

  • [FCA CF] Client dealing (9 Dec 2019 to 3 Mar 2023)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 3 Mar 2023)
  • CF30 Customer (17 Aug 2012 to 28 Jul 2021)
• Carl Fischer

  IRN CXF00244

  • [FCA CF] Significant management (30 Aug 2022 to 25 Jan 2024)
• Carl Hanson

  IRN CGH00006

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Jun 2025)
  • [FCA CF] Client dealing (9 Dec 2019 to 1 Jun 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Jun 2025)
  • CF30 Customer (30 Dec 2014 to 28 Jul 2021)
• Carolyn Dibben

  IRN CXD00085

  • CF22 Investment Adviser (Trainee) (13 Aug 2004 to 25 Nov 2005)
• Ceri Sian Philipson

  IRN CSP01041

  • CF30 Customer (1 Nov 2007 to 13 Jan 2009)
  • CF21 Investment Adviser (25 Oct 2006 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (24 Apr 2006 to 25 Oct 2006)
• Charles Landeman

  IRN CJL01117

  • [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 (21 May 2015 to 21 Jul 2021)
• Charles Michael Coleman

  IRN CMC01119

  • CF22 Investment Adviser (Trainee) (8 May 2002 to 21 Nov 2002)
• Charlotte Doyle

  IRN CXD01563

  • CF30 Customer (4 Jul 2011 to 24 Sep 2013)

• 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.