Isio Wealth Planning Limited

• Principal Place of Business

  Isio

  A M P House

  Dingwall Road

  Croydon

  CR0 2LX

  UNITED KINGDOM

  Phone

  +4407500993506

  Web

  https://www.isio.com/isio-wealth-planning-welcome/

• Complaints Contact

  Isio

  A M P House

  Dingwall Road

  Croydon

  CR0 2LX

  UNITED KINGDOM

  Phone

  +4407500993506

• P2P Lending Advice

  For Commercial, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance)

• Pension Transfer Advice

  For Eligible Counterparty, 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.

• Investment Advice (no pensions)

  For Commercial, Eligible Counterparty, 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.

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, Eligible Counterparty, 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.

• Investment Setup

  For Commercial, Eligible Counterparty, 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.

• Basic Pension Advice

  For Retail (Investment), Stakeholder products

• Mark Jonathan Douglas Campbell

  IRN MJC01220

  • SMF3 Executive Director (since 5 Dec 2024)
  • [FCA CF] Manager of certification employee (since 22 Sep 2023)
• Martin Charles Thompson

  IRN MCT01067

  • SMF3 Executive Director (9 Dec 2019 to 1 Feb 2022)
  • Responsible for Insurance Distribution (1 Oct 2018 to 1 Feb 2022)
  • CF30 Customer (1 Nov 2007 to 29 Nov 2016)
  • CF21 Investment Adviser (15 Jun 2007 to 31 Oct 2007)
  • CF1 Director (15 Jun 2007 to 8 Dec 2019)
  • CF24 Pension Transfer Specialist (15 Jun 2007 to 31 Oct 2007)
  • CF8 Apportionment and Oversight (15 Jun 2007 to 31 Mar 2009)
  • Responsible for Insurance Mediation (15 Jun 2007 to 30 Sep 2018)
• Mathew Edward Samuel

  IRN MXS12878

  • [FCA CF] Client dealing (9 Dec 2019 to 16 Apr 2021)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 16 Apr 2021)
  • CF30 Customer (8 Apr 2019 to 8 Dec 2019)
• Matthew James Knight

  IRN MXK00776

  • [FCA CF] Functions requiring qualifications (27 Feb 2024 to 23 Aug 2024)
  • [FCA CF] Client dealing (27 Feb 2024 to 23 Aug 2024)
• Michael James Sanders

  IRN MXS00805

  • [FCA CF] Functions requiring qualifications (1 Oct 2021 to 20 Oct 2023)
• Michael Joseph Smith

  IRN MJS00111

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Jun 2021)
  • CF30 Customer (4 Jul 2014 to 8 Dec 2019)
• Michael Randall

  IRN MXR00894

  • 11. Pension transfer specialist
  • [FCA CF] Functions requiring qualifications (since 31 May 2024)
• Nicholas Campbell

  IRN NDC01065

  • 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 11 Nov 2025)
  • [FCA CF] Client dealing (since 11 Nov 2025)
• Nicholas Patrick Jerzy Konarski

  IRN NXK00161

  • 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 3 Apr 2025)
  • [FCA CF] Functions requiring qualifications (since 3 Apr 2025)
• Oliver Matthew O'Brien

  IRN OXO00028

  • [FCA CF] Functions requiring qualifications (3 Nov 2020 to 23 Jan 2025)
  • [FCA CF] Client dealing (3 Nov 2020 to 23 Jan 2025)

No changes recorded yet.