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

  Show 1 limitation Hide limitations

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

• Joanne Bottrell

  IRN JXB01157

  • CF30 Customer (17 May 2024 to 23 Jan 2026)
  • [FCA CF] Client dealing (2 Nov 2022 to 23 Jan 2026)
  • [FCA CF] Functions requiring qualifications (25 Jul 2022 to 23 Jan 2026)
• Jonathan Bird

  IRN JPB01307

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 15 Feb 2021)
  • CF30 Customer (25 Nov 2019 to 22 Mar 2021)
• Jonathan Coates

  IRN JRC00011

  • [FCA CF] Client dealing (2 Nov 2022 to 16 Jan 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 21 Dec 2023)
  • CF30 Customer (2 Jul 2012 to 8 Dec 2019)
• Jonathan Marshfield

  IRN JSM00026

  • [FCA CF] Functions requiring qualifications (1 Dec 2020 to 18 Jul 2022)
• Joy Angela Griffin

  IRN JAG01152

  • [FCA CF] Client dealing (2 Nov 2022 to 31 Jan 2024)
  • [FCA CF] Functions requiring qualifications (2 Jul 2021 to 31 Jan 2024)
• Julian Tapp

  IRN JXT01397

  • 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 31 Oct 2024)
  • [FCA CF] Functions requiring qualifications (since 4 Oct 2024)
  • [FCA CF] Client dealing (since 4 Oct 2024)
  • Appointed representative dealing with clients for which they require qualification (since 4 Oct 2024)
  • CF30 Customer (11 Apr 2013 to 3 Aug 2015)
• Katy Jane Ware

  IRN KXW00459

  • 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 Apr 2025)
  • [FCA CF] Client dealing (since 2 Apr 2025)
• Keegan Grippo

  IRN KXG00133

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • Appointed representative dealing with clients for which they require qualification (since 9 Nov 2022)
  • [FCA CF] Functions requiring qualifications (since 1 May 2021)
• Kenneth John Smith

  IRN KJS00032

  • CF30 Customer (25 Jul 2017 to 27 Apr 2018)
• Kiaron Paul Noone

  IRN APN00003

  • CF30 Customer (7 Jan 2019 to 3 Oct 2019)

• British Medical Association (BMA) Ltd

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• 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.