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

  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

• 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

  Show 1 limitation Hide limitations

  • · 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

  Show 1 limitation Hide limitations

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

• Debt Advice

  Show 1 limitation Hide limitations

  • · 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

  Show 1 limitation Hide limitations

  • · 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

• Robert Maurice Copperman

  IRN RMC01076

  • CF30 Customer (15 Jul 2017 to 8 Dec 2019)
• Russell Butts

  IRN RJB00060

  • [FCA CF] Client dealing (2 Nov 2022 to 16 Jul 2024)
  • SMF3 Executive Director (4 Feb 2021 to 19 Sep 2022)
  • [FCA CF] Functions requiring qualifications (31 Jul 2020 to 16 Jul 2024)
  • CF30 Customer (28 Jul 2020 to 16 Jul 2024)
• Samantha Christina Webzell

  IRN SCW00026

  • [FCA CF] Client dealing (2 Nov 2022 to 21 Apr 2023)
  • CF30 Customer (16 Jul 2021 to 26 Apr 2023)
  • [FCA CF] Functions requiring qualifications (1 May 2021 to 21 Apr 2023)
• Samantha Jane Hay

  IRN SXH87564

  • SMF3 Executive Director (since 4 Oct 2020)
• Samuel James Edward Ormond

  IRN SXO00139

  • 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 12 Feb 2024)
  • Appointed representative dealing with clients for which they require qualification (since 1 Feb 2023)
  • [FCA CF] Client dealing (since 2 Nov 2022)
  • [FCA CF] Functions requiring qualifications (since 1 Dec 2021)
• Sandy McPherson

  IRN SJM01529

  • 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 9 Dec 2019)
  • CF30 Customer (since 8 Nov 2018)
• Simon Mark Leslie Fell

  IRN SMF01094

  • CF30 Customer (16 Feb 2009 to 17 Jan 2013)
• Simon Perkins

  IRN SXP00045

  • CF30 Customer (15 Jun 2015 to 3 Oct 2018)
• Sophie Jade Stradins

  IRN SXS88285

  • 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] Functions requiring qualifications (since 16 Mar 2026)
  • [FCA CF] Client dealing (since 16 Mar 2026)
• Stephen Ivory

  IRN SCI01005

  • 21. Advising or arranging (bringing about) equity release transactions
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Client dealing (since 2 Nov 2022)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (since 11 Aug 2014)

• 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.