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.

• Alexander James Hall

  IRN AJH01697

  • 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 17 Jul 2025)
  • [FCA CF] Functions requiring qualifications (since 17 Jul 2025)
• Alexander Ryan Ratcliffe

  IRN AXR00771

  • 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)
• Alison Jane Holliday

  IRN AXH00419

  • 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 Dec 2023)
  • [FCA CF] Functions requiring qualifications (since 13 Dec 2023)
• Alison Mary Davis

  IRN AMH01235

  • CF30 Customer (11 Jun 2012 to 2 Nov 2015)
• Andrew Allan

  IRN AXA03102

  • 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)
• Andrew David Arthur Chidgey

  IRN AXC01695

  • Responsible for Insurance Mediation (2 Apr 2012 to 9 Feb 2018)
  • CF30 Customer (2 Apr 2012 to 27 Jul 2012)
  • CF11 Money Laundering Reporting (2 Apr 2012 to 18 May 2015)
  • CF10 Compliance Oversight (2 Apr 2012 to 18 May 2015)
  • CF1 Director (2 Apr 2012 to 9 Feb 2018)
• Andrew Frederick John Park

  IRN AFP00010

  • [FCA CF] Manager of certification employee (since 24 Mar 2026)
• Andrew Jeffrey Goldthorpe

  IRN AJG00053

  • 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 8 Aug 2024)
  • [FCA CF] Client dealing (since 8 Aug 2024)
• Andrew Marsden

  IRN AXM00153

  • [FCA CF] Client dealing (since 9 Aug 2023)
• Andrew Paul Larkin

  IRN APL00002

  • [FCA CF] Functions requiring qualifications (9 Aug 2023 to 31 Dec 2025)
  • [FCA CF] Client dealing (9 Aug 2023 to 31 Dec 2025)

No changes recorded yet.