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

• Ian Timothy Fowler

  IRN ITF01004

  • SMF1 Chief Executive (since 1 May 2024)
  • SMF3 Executive Director (since 9 Dec 2019)
  • CF1 Director (26 Feb 2015 to 8 Dec 2019)
• Ian Williams

  IRN IPW00008

  • CF30 Customer (3 Aug 2020 to 1 Feb 2021)
  • [FCA CF] Functions requiring qualifications (31 Jul 2020 to 16 Apr 2021)
• Jacob Edward Wilson

  IRN JXW01129

  • 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
  • CF30 Customer (since 2 Sep 2024)
  • [FCA CF] Functions requiring qualifications (since 20 Aug 2024)
  • [FCA CF] Client dealing (since 16 Aug 2024)
  • Appointed representative dealing with clients for which they require qualification (since 16 Aug 2024)
• James Alexander Franklin

  IRN JAF01141

  • [FCA CF] Client dealing (26 Oct 2022 to 29 Jul 2024)
  • [FCA CF] Functions requiring qualifications (28 Sep 2021 to 29 Jul 2024)
• James Grant

  IRN JSG00021

  • SMF1 Chief Executive (9 Dec 2019 to 1 May 2024)
  • SMF3 Executive Director (9 Dec 2019 to 1 May 2024)
  • CF1 Director (21 Nov 2019 to 8 Dec 2019)
  • Responsible for Insurance Distribution (1 Oct 2018 to 21 Dec 2018)
  • CF1 Director (AR) (7 Mar 2018 to 4 Jan 2021)
  • Responsibility for MCD Intermediation (21 Mar 2016 to 21 Dec 2018)
  • Responsible for Insurance Mediation (7 Jan 2015 to 30 Sep 2018)
  • CF3 Chief Executive (30 May 2012 to 8 Dec 2019)
• James Renn

  IRN JXR00306

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 17 Sep 2025)
• James Robert Spencer Mouland

  IRN JRM01260

  • [FCA CF] Manager of certification employee (9 Sep 2024 to 30 Oct 2025)
• James Rowland Biggs

  IRN JRB00034

  • CF30 Customer (24 Jul 2014 to 24 Jun 2015)
• Jamie Stewart Rice

  IRN JSR01120

  • CF30 Customer (16 Dec 2020 to 12 May 2021)
• Jason Ivan Daines

  IRN JID00011

  • CF30 Customer (1 Nov 2007 to 3 Aug 2015)
  • CF24 Pension Transfer Specialist (16 Aug 2007 to 31 Oct 2007)

• British Medical Association (BMA) Ltd

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No changes recorded yet.