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

  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 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

  Show 1 limitation Hide limitations

  • · 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

• Oliver Thomas Gosnold

  IRN OXG00037

  • [FCA CF] Functions requiring qualifications (1 Feb 2022 to 1 Apr 2023)
  • [FCA CF] Client dealing (1 Feb 2022 to 1 Apr 2023)
• Paul Dennis Couchman

  IRN PDC01057

  • SMF3 Executive Director (9 Dec 2019 to 1 Feb 2022)
  • CF1 Director (22 Apr 2010 to 8 Dec 2019)
• Paul Witham

  IRN PXW01628

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 28 Apr 2023)
  • [FCA CF] Client dealing (9 Dec 2019 to 28 Apr 2023)
  • CF30 Customer (11 Jan 2016 to 8 Dec 2019)
• Peter George Reddish

  IRN PXR00420

  • 11. Pension transfer specialist
  • 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 25 Sep 2024)
  • [FCA CF] Functions requiring qualifications (since 25 Sep 2024)
• Reena Mistry

  IRN RXM03000

  • 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 10 Feb 2025)
  • [FCA CF] Client dealing (since 10 Feb 2025)
• Richard Cotton

  IRN RXC00066

  • [FCA CF] Client dealing (9 Dec 2019 to 30 Jan 2026)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Jan 2026)
  • CF30 Customer (24 Oct 2010 to 8 Dec 2019)
• Richard Mark Paddle

  IRN RMP01064

  • 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 13 Apr 2026)
  • [FCA CF] Functions requiring qualifications (since 13 Apr 2026)
• Robert Edmund Wilson

  IRN EXW01083

  • 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 18 Dec 2024)
  • [FCA CF] Functions requiring qualifications (since 18 Dec 2024)
  • [FCA CF] Manager of certification employee (since 18 Dec 2024)
• Robert Graham Hird

  IRN RXH00082

  • 7. Giving personal recommendations on long-term care insurance contracts
  • 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
  • 11. Pension transfer specialist
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (28 Apr 2008 to 8 Dec 2019)
• Robert Michael Jackson

  IRN RMJ01048

  • [FCA CF] Functions requiring qualifications (9 Feb 2021 to 27 Mar 2025)
  • [FCA CF] Client dealing (9 Feb 2021 to 27 Mar 2025)

No changes recorded yet.