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

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

• George McCann

  IRN GXM00529

  • Appointed representative dealing with clients for which they require qualification (6 Jan 2023 to 22 Sep 2023)
  • [FCA CF] Client dealing (6 Jan 2023 to 22 Sep 2023)
• Glyn Bacon

  IRN GXB00032

  • CF30 Customer (11 Apr 2013 to 3 Aug 2015)
• Graeme Arthur Heavens

  IRN GAH00012

  • CF30 Customer (1 Nov 2007 to 6 Sep 2010)
  • CF21 Investment Adviser (15 Sep 2006 to 31 Oct 2007)
• Graeme Harper

  IRN GBH01037

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 28 Jul 2022)
  • CF30 Customer (14 Dec 2015 to 28 Jul 2022)
• Graeme James Howell

  IRN GJH01178

  • CF30 Customer (18 Mar 2013 to 24 Jun 2015)
• Guy David Waterman

  IRN GDW01032

  • CF1 Director (AR) (20 Apr 2020 to 30 Jul 2020)
• Hayley Hamer

  IRN HXY01035

  • CF30 Customer (9 Jan 2015 to 6 Jan 2016)
• Iain Douglas William Fox

  IRN IDF00003

  • CF30 Customer (1 Nov 2007 to 24 Jun 2015)
  • Responsible for Insurance Mediation (21 Jul 2005 to 7 Jan 2015)
  • CF11 Money Laundering Reporting (28 Feb 2005 to 31 Dec 2011)
  • CF10 Compliance Oversight (28 Feb 2005 to 31 Dec 2011)
  • CF24 Pension Transfer Specialist (1 Dec 2001 to 31 Oct 2007)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • CF1 Director (1 Dec 2001 to 30 Sep 2014)
• Ian Andrew Jefferson

  IRN IAJ01019

  • CF1 Director (AR) (13 Mar 2014 to 3 Aug 2018)
• Ian Croxall

  IRN IPC01029

  • 11. Pension transfer specialist
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 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 30 Jul 2012)
  • CF30 Customer (6 Jun 2011 to 5 Aug 2011)

• British Medical Association (BMA) Ltd

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• Azets Financial Planning Limited

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• 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.