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

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

• Stephen Johnson

  IRN SRJ00003

  • CF30 Customer (13 Jun 2011 to 26 Aug 2016)
• Stephen Workman

  IRN SAW00045

  • 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 28 Oct 2019)
• Steven Allan Skelding

  IRN SXS05172

  • CF1 Director (AR) (since 27 Aug 2025)
  • SMF3 Executive Director (since 6 Feb 2024)
  • CF4 Partner (AR) (27 Aug 2025 to 27 Aug 2025)
• Stuart Anthony Rowson

  IRN SAR01188

  • CF1 Director (AR) (7 Mar 2018 to 4 Jan 2021)
• Susan Elizabeth Poulton

  IRN SES00002

  • CF30 Customer (9 Jun 2011 to 31 Aug 2011)
• Thomas Marshfield

  IRN TSM01061

  • [FCA CF] Functions requiring qualifications (1 Dec 2020 to 18 Jul 2022)
• Updesh Bhogal

  IRN UXB00011

  • [FCA CF] Functions requiring qualifications (22 Nov 2022 to 12 May 2023)
  • Appointed representative dealing with clients for which they require qualification (18 Nov 2022 to 12 May 2023)
• Victoria Caroline Walkington

  IRN VCM01004

  • [FCA CF] Manager of certification employee (since 9 Sep 2024)
• Wendy Annabel Palmer

  IRN WXP00092

  • 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 2 Oct 2024)
  • Appointed representative dealing with clients for which they require qualification (since 24 Sep 2024)
  • [FCA CF] Client dealing (since 24 Sep 2024)
  • CF30 Customer (since 23 Sep 2024)
• William James Benedict Payne

  IRN WJP01037

  • CF1 Director (AR) (since 11 Dec 2020)

• British Medical Association (BMA) Ltd

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• Zen Wealth LLP (no longer appointed)

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• 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.