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

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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.

• Credit Score Services

  Show 1 limitation Hide limitations

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

• Paul Andrew Gordon

  IRN PAG00063

  • [FCA CF] Manager of certification employee (since 24 Mar 2026)
• Paul Douglas Ingleby

  IRN PXI00007

  • [FCA CF] Manager of certification employee (since 17 Nov 2025)
• Paul James Barker

  IRN PJB01560

  • 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)
  • CF30 Customer (since 11 Feb 2024)
  • Appointed representative dealing with clients for which they require qualification (since 14 Dec 2022)
  • [FCA CF] Client dealing (since 2 Nov 2022)
  • [FCA CF] Functions requiring qualifications (since 3 Oct 2022)
• Paul Michael Timmins

  IRN PMT00021

  • 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 2 Nov 2022)
  • [FCA CF] Functions requiring qualifications (since 1 Jul 2021)
• Paul Wainwright

  IRN PXW00006

  • [FCA CF] Client dealing (2 Nov 2022 to 31 Mar 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Mar 2024)
  • CF30 Customer (14 Jul 2016 to 8 Dec 2019)
• Priory Bazley

  IRN PXB00611

  • 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)
  • CF30 Customer (since 11 Feb 2024)
  • Appointed representative dealing with clients for which they require qualification (since 30 Aug 2023)
  • [FCA CF] Functions requiring qualifications (since 30 Aug 2023)
• Rachel Henley

  IRN RMH01136

  • 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 2 Nov 2022)
  • [FCA CF] Functions requiring qualifications (since 31 Jul 2020)
  • CF30 Customer (since 24 Jul 2020)
• Richard Hugh Cook

  IRN RHC00007

  • CF1 Director (4 Jul 2011 to 30 Nov 2012)
  • CF30 Customer (10 Jun 2011 to 30 Nov 2012)
• Richard John Armstrong

  IRN RXA01203

  • CF4 Partner (AR) (since 18 Nov 2020)
  • SMF3 Executive Director (since 9 Dec 2019)
  • SMF16 Compliance Oversight (since 9 Dec 2019)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
  • Responsible for Insurance Distribution (since 20 Dec 2018)
  • Responsibility for MCD Intermediation (since 16 May 2017)
  • CF10 Compliance Oversight (23 Nov 2016 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (23 Nov 2016 to 8 Dec 2019)
  • CF1 Director (14 Oct 2016 to 8 Dec 2019)
• Robert Andrew Stuart Atkins

  IRN RXA00070

  • CF30 Customer (18 May 2011 to 24 Jun 2015)

• British Medical Association (BMA) Ltd

  FRN 439091 · Appointed 23 Apr 2025

• Azets Financial Planning Limited

  FRN 526955 · Appointed 1 Jul 2010

• Zen Wealth LLP (no longer appointed)

  FRN 586389 · Appointed 3 Nov 2020 · Until 24 Oct 2024

• Venthams Wealth Management Ltd (no longer appointed)

  FRN 528545 · Appointed 2 Mar 2018 · Until 20 Jan 2021

• Venthams Wealth Management Ltd (no longer appointed)

  FRN 528545 · Appointed 7 Dec 2016 · Until 7 Dec 2016

No changes recorded yet.