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

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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.

• 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

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  • · 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.

• Stephen Mark Cronin

  IRN SMC00037

  • [FCA CF] Manager of certification employee (since 1 Feb 2022)
• Stephen William Monckton

  IRN SWM01056

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 19 Dec 2022)
  • [FCA CF] Client dealing (9 Dec 2019 to 19 Dec 2022)
  • CF30 Customer (18 Feb 2013 to 8 Dec 2019)
• Steven Hurley

  IRN SXH01161

  • 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 9 Apr 2024)
  • [FCA CF] Functions requiring qualifications (since 9 Apr 2024)
• Steven Mark Aslett

  IRN SMA01108

  • 21. Advising or arranging (bringing about) equity release transactions
  • 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] Functions requiring qualifications (since 9 Aug 2023)
  • [FCA CF] Client dealing (since 9 Aug 2023)
• Steven Moss-Blundell

  IRN SXM02538

  • 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 8 Aug 2024)
  • [FCA CF] Client dealing (since 8 Aug 2024)
  • [FCA CF] Manager of certification employee (since 8 Aug 2024)
• Susan Jane Eadon-Butler

  IRN SJE01081

  • 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 9 Aug 2023)
  • [FCA CF] Functions requiring qualifications (since 9 Aug 2023)
• Thomas Anthony Austin

  IRN TXA01149

  • CF30 Customer (13 May 2016 to 28 Sep 2018)
• Thomas Hoyle

  IRN TXH01203

  • 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
  • [FCA CF] Functions requiring qualifications (since 1 Nov 2025)
  • [FCA CF] Client dealing (since 1 Nov 2025)
• Tiffany Roberts

  IRN TXR15545

  • Director of firm who is not a certification employee or a SMF manager (since 13 Mar 2026)
• Todd Rowlands

  IRN TXR01121

  • SMF3 Executive Director (since 22 Dec 2023)
  • [FCA CF] Manager of certification employee (9 Aug 2023 to 27 Dec 2023)

No changes recorded yet.