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.

• Christian James Tabeart

  IRN CJT01167

  • CF30 Customer (1 Aug 2012 to 6 Jun 2014)
• Christian James Wynne

  IRN CJW01236

  • CF30 Customer (1 Nov 2007 to 5 Nov 2007)
  • CF21 Investment Adviser (26 Jul 2006 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (6 Sep 2005 to 26 Jul 2006)
• Christina Ann Cotterill

  IRN CXC00056

  • CF30 Customer (17 Aug 2012 to 31 May 2018)
• Christopher Edwards

  IRN CBE01005

  • 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)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (1 Nov 2007 to 23 Oct 2013)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Christopher Edwards

  IRN CRE01038

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Apr 2021)
  • [FCA CF] Client dealing (9 Dec 2019 to 30 Apr 2021)
  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Apr 2021)
  • CF30 Customer (3 Jul 2013 to 28 Jul 2021)
• Christopher Halliwell

  IRN CAH01214

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (12 Sep 2019 to 8 Dec 2019)
• Christopher John Rutherford Gall

  IRN CJG00042

  • CF30 Customer (12 Sep 2014 to 2 Jan 2018)
• Christopher Kerin

  IRN CXK01108

  • Responsible for Insurance Mediation (28 May 2010 to 29 Apr 2011)
  • CF3 Chief Executive (23 Dec 2009 to 29 Apr 2011)
  • CF29 Significant management (1 Nov 2007 to 24 Jun 2008)
  • CF1 Director (23 Dec 2004 to 29 Apr 2011)
  • CF17 Significant Mgt (Other Business Operations) (11 Nov 2002 to 31 Oct 2007)
• Christopher Kraft

  IRN CXK01274

  • SMF3 Executive Director (28 Oct 2022 to 26 Mar 2025)
  • [FCA CF] Significant management (23 Jun 2022 to 1 Nov 2022)
• Christopher Michael Aldous

  IRN CMA01028

  • CF30 Customer (13 Jan 2022 to 28 Feb 2023)

• 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.