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

• Christopher Bence

  IRN CXB01393

  • 11. Pension transfer specialist
  • 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 (1 Nov 2007 to 4 Jan 2021)
  • CF21 Investment Adviser (2 Jun 2004 to 31 Oct 2007)
• Christopher Heath

  IRN CXH00284

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 5 Sep 2025)
• Christopher Joseph Phipson

  IRN CXP00505

  • SMF3 (AR) Executive Director function (since 1 Sep 2023)
  • SMF3 Executive Director (since 16 Mar 2023)
• Clive Anthony Lower

  IRN CXL08244

  • SMF3 Executive Director (9 Dec 2019 to 26 Feb 2021)
  • CF1 Director (27 Nov 2018 to 8 Dec 2019)
• Colin Fletcher

  IRN CJF00009

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 2 Nov 2022)
  • CF30 Customer (since 28 Jan 2021)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (16 Jun 2014 to 4 Jan 2021)
• Colin Royston Bannister

  IRN CRB01073

  • CF30 Customer (8 Oct 2014 to 1 Apr 2019)
• Craig Chapman

  IRN CGC00029

  • 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 (18 Jul 2017 to 8 Dec 2019)
• Dane Alexander Kerkin

  IRN DXK00137

  • 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)
• David Anthony Stuart Watts

  IRN DAW00001

  • CF21 Investment Adviser (15 Sep 2006 to 27 Jul 2007)
• David Bowman

  IRN DXB00295

  • 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 31 May 2016)

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No changes recorded yet.