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

• Lee Anthony Hellin

  IRN LAH01076

  • CF30 Customer (10 May 2018 to 17 Dec 2019)
• Lee Grimshaw

  IRN LXG01322

  • 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)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • CF30 Customer (since 3 Apr 2024)
  • [FCA CF] Client dealing (since 2 Nov 2022)
  • [FCA CF] Functions requiring qualifications (since 1 May 2021)
• Louise Bowman

  IRN LXS01673

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 24 Aug 2021)
  • CF30 Customer (5 Nov 2018 to 24 Aug 2021)
• Marie Winfield

  IRN MXW02352

  • SMF3 Executive Director (9 Dec 2019 to 31 Mar 2023)
  • CF1 Director (14 Oct 2016 to 8 Dec 2019)
• Mark Bradbury

  IRN MRB00008

  • [FCA CF] Manager of certification employee (9 Dec 2019 to 1 Jul 2020)
• Mark David Wellings

  IRN MDW00029

  • 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)
  • [FCA CF] Client dealing (since 2 Nov 2022)
  • CF30 Customer (since 31 Mar 2022)
  • [FCA CF] Functions requiring qualifications (since 1 May 2021)
• Mark Jeremy Taylor

  IRN MJT01242

  • CF1 Director (AR) (9 Mar 2018 to 4 Jan 2021)
• Mark Osland

  IRN MXO00019

  • Responsible for Insurance Mediation (14 Jan 2005 to 28 Feb 2005)
  • CF11 Money Laundering Reporting (1 Dec 2001 to 28 Feb 2005)
  • CF21 Investment Adviser (1 Dec 2001 to 28 Feb 2005)
  • CF24 Pension Transfer Specialist (1 Dec 2001 to 28 Feb 2005)
  • CF10 Compliance Oversight (1 Dec 2001 to 28 Feb 2005)
  • CF1 Director (1 Dec 2001 to 28 Feb 2005)
• Martin Paul Thomas

  IRN MPT00004

  • CF30 Customer (18 Jan 2012 to 4 Jan 2013)
• Martin Richard John Grundy

  IRN MRG01131

  • 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] Client dealing (since 2 Nov 2022)
  • [FCA CF] Functions requiring qualifications (since 1 May 2021)

• British Medical Association (BMA) Ltd

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No changes recorded yet.