TITAN WEALTH PLANNING LTD

• Principal Place of Business

  Titan Wealth Planning Ltd

  3 Temple Back East

  Bristol

  Bristol, City Of

  BS1 6DZ

  UNITED KINGDOM

  Phone

  +448000480150

  Web

  https://www.titanwh.com

• Complaints Contact

  Titan Wealth Planning Ltd

  3 Temple Back East

  Bristol

  Bristol, City Of

  BS1 6DZ

  UNITED KINGDOM

  Phone

  +448000480150

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• P2P Lending Advice

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

• 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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  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from: i) pension policies with a Guaranteed Annuity Rate (for the avoidance of doubt, this includes policies which are retirement annuity contracts with a minimum guaranteed income, where that income satisfies limb (b) of the Glossary definition of Guaranteed Annuity Rate); ii) defined contribution occupational schemes without safeguarded benefits.
  • · 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, 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 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.

• 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

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

  Show 1 limitation Hide limitations

  • · This permission is limited to debt counselling with no debt management activity

• 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.

• Maria Catherine Whiteway Mugford

  IRN MCM00026

  • SMF16 Compliance Oversight (16 Jan 2023 to 29 Sep 2023)
  • SMF17 Money Laundering Reporting Officer (MLRO) (16 Jan 2023 to 29 Sep 2023)
  • Responsible for Insurance Distribution (16 Jan 2023 to 29 Sep 2023)
• Mark Andrew Flaskett

  IRN MAF01133

  • CF30 Customer (2 Apr 2012 to 17 Nov 2014)
• Mark Beales

  IRN MXB00361

  • CF30 Customer (2 Apr 2012 to 5 Jun 2017)
• Mark Edward Ashworth

  IRN MEA01083

  • [FCA CF] Client dealing (9 Dec 2019 to 9 Jun 2021)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 9 Jun 2021)
  • CF30 Customer (16 Dec 2016 to 8 Dec 2019)
• Mark Jonathan Loveday

  IRN MJL01157

  • 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
  • [FCA CF] Functions requiring qualifications (since 3 Sep 2025)
  • [FCA CF] Manager of certification employee (since 3 Sep 2025)
  • [FCA CF] Client dealing (since 3 Sep 2025)
• Mark Richard Jackson

  IRN MRJ01051

  • 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 16 Jul 2025)
  • [FCA CF] Functions requiring qualifications (since 16 Jul 2025)
• Mark Ronald Archibald Wilson

  IRN MRW00070

  • SMF3 Executive Director (since 21 Oct 2025)
• Martin William Walls

  IRN MWW00001

  • [FCA CF] Client dealing (9 Dec 2019 to 12 Jul 2021)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 12 Jul 2021)
  • CF30 Customer (7 Sep 2012 to 8 Dec 2019)
• Matthew John Pike

  IRN MJP00087

  • CF30 Customer (16 May 2013 to 5 Jun 2017)
• Matthew Stephen Nelmes

  IRN MSN00001

  • [FCA CF] Manager of certification employee (24 Feb 2025 to 29 Aug 2025)

No changes recorded yet.