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.

• Tom Fiske

  IRN TXF14621

  • 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 1 Sep 2025)
  • [FCA CF] Client dealing (since 1 Sep 2025)
• Tony Bullock

  IRN TXB25127

  • Responsibility for MCD Intermediation (since 31 Jan 2026)
  • SMF16 Compliance Oversight (since 31 Jan 2026)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 31 Jan 2026)
  • SMF3 Executive Director (since 31 Jan 2026)
• Valerie Anne Shuker-Patel

  IRN VAS01042

  • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 8 Apr 2022)
  • SMF16 Compliance Oversight (9 Dec 2019 to 8 Apr 2022)
  • CF11 Money Laundering Reporting (15 May 2015 to 8 Dec 2019)
  • CF10 Compliance Oversight (15 May 2015 to 8 Dec 2019)
• Vanessa Wood

  IRN VXW00047

  • 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 1 Nov 2025)
  • [FCA CF] Functions requiring qualifications (since 1 Nov 2025)
• Victoria Alyson Quigley

  IRN VXB01058

  • [FCA CF] Client dealing (since 22 Mar 2023)
• Victoria Baker

  IRN VXB00127

  • [FCA CF] Client dealing (since 9 Aug 2023)
• Wendy Jeanette Devlin

  IRN WJD00010

  • [FCA CF] Manager of certification employee (since 18 Mar 2026)
• William Orenstein

  IRN WXO00001

  • 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 4 Feb 2025)
  • [FCA CF] Functions requiring qualifications (since 4 Feb 2025)
• Yolande Maria Brennan

  IRN YXB00015

  • 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 12 Mar 2025)
  • [FCA CF] Client dealing (since 12 Mar 2025)
  • [FCA CF] Client dealing (1 Aug 2022 to 21 Dec 2024)
  • [FCA CF] Functions requiring qualifications (1 Aug 2022 to 21 Dec 2024)

No changes recorded yet.