Fidelius Ltd

• Principal Place of Business

  Fidelius Ltd

  1 Foundry Lane

  Bath

  Bath And North East Somerset

  BA2 3GZ

  UNITED KINGDOM

  Phone

  +4403452416500

  Web

  https://www.fidelius.co.uk

• Complaints Contact

  Fidelius Ltd

  1 Foundry Lane

  Bath

  Bath And North East Somerset

  BA2 3GZ

  UNITED KINGDOM

  Phone

  +4403452416500

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• 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

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  • · 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

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  • · 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

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  • · 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

• Arranges Asset Safekeeping

  For Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, Personal pension scheme, Rights to or interests in investments (Security), Share, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

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  • · The firm may not broker credit for the purpose of increasing the funds available for investment.

• Debt Advice

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  • · This permission is limited to debt counselling which is provided in connection with investment advice and/or home finance advice with no debt management activity

• Consumer Loans

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  • · Limited to lending where no charge (by way of interest or otherwise) is payable by the borrower in connection with the provision of credit under the regulated credit agreement. Limited to lending that is in connection with the repayment of fees relating to the provision of professional services.

• 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, 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.

• Credit Score Services

  Show 1 limitation Hide limitations

  • · This permission is limited to not carrying out credit repair services

• Abika Martin

  IRN AZM00008

  • CF30 Customer (25 May 2017 to 20 Feb 2018)
• Adam Deacon

  IRN ACD01136

  • [FCA CF] Client dealing (2 Nov 2022 to 7 Mar 2023)
  • CF30 Customer (25 Feb 2020 to 8 Mar 2023)
  • [FCA CF] Functions requiring qualifications (3 Feb 2020 to 7 Mar 2023)
• Adam John Hammond

  IRN AJH00119

  • CF1 Director (1 Dec 2001 to 28 Feb 2005)
  • CF21 Investment Adviser (1 Dec 2001 to 28 Feb 2005)
• Adam Michael Anstey

  IRN AMA01268

  • CF1 Director (AR) (since 1 Aug 2018)
• Adam Tarbard

  IRN AXT00232

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 2 Nov 2022)
  • [FCA CF] Functions requiring qualifications (since 1 Apr 2021)
• Adrian Ian Mathers

  IRN AIM01038

  • CF1 Director (AR) (7 Mar 2018 to 4 Jan 2021)
• Alan Russell Phillips

  IRN ARP00006

  • CF30 Customer (1 Nov 2007 to 31 Dec 2010)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • CF8 Apportionment and Oversight (1 Dec 2001 to 31 Mar 2009)
  • CF1 Director (1 Dec 2001 to 30 Sep 2014)
• Alan Wood

  IRN AXW02387

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jul 2020)
  • CF30 Customer (5 Mar 2019 to 31 Jul 2020)
• Andrew Limb

  IRN ARL00002

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Mar 2021)
  • CF30 Customer (2 Jul 2012 to 8 Dec 2019)
• Andrew Maslen

  IRN AGM00040

  • CF30 Customer (2 Mar 2020 to 19 Jun 2020)
  • [FCA CF] Functions requiring qualifications (20 Jan 2020 to 6 Jul 2020)

• British Medical Association (BMA) Ltd

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• Zen Wealth LLP (no longer appointed)

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No changes recorded yet.