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.

• Deborah Clare Bourassa

  IRN DCB01135

  • 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
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Manager of certification employee (since 1 Sep 2025)
  • [FCA CF] Client dealing (since 1 Sep 2025)
  • [FCA CF] Functions requiring qualifications (since 1 Sep 2025)
• Derek George Miles

  IRN DGM00034

  • SMF1 Chief Executive (16 Nov 2022 to 21 Aug 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 5 Jan 2024)
  • [FCA CF] Manager of certification employee (9 Dec 2019 to 10 Dec 2019)
  • [FCA CF] Significant management (9 Dec 2019 to 10 Dec 2019)
  • SMF3 Executive Director (9 Dec 2019 to 16 Nov 2022)
  • [FCA CF] Client dealing (9 Dec 2019 to 5 Jan 2024)
  • Responsible for Insurance Distribution (1 Oct 2018 to 21 Aug 2025)
  • Responsible for Insurance Mediation (13 Feb 2018 to 30 Sep 2018)
  • CF1 Director (2 Apr 2012 to 8 Dec 2019)
  • CF30 Customer (2 Apr 2012 to 8 Dec 2019)
• Divyaben Avda

  IRN DXA01832

  • 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 Oct 2025)
  • [FCA CF] Functions requiring qualifications (since 1 Oct 2025)
• Edward Joseph Anthony Parsons

  IRN EJP01051

  • [FCA CF] Client dealing (17 Nov 2021 to 21 May 2025)
  • [FCA CF] Functions requiring qualifications (17 Nov 2021 to 21 May 2025)
• Edward William Gamon

  IRN EXG00025

  • CF30 Customer (2 Apr 2012 to 2 Mar 2015)
• Evie Tucker

  IRN EXC00132

  • [FCA CF] Client dealing (9 Aug 2023 to 16 Sep 2024)
  • [FCA CF] Functions requiring qualifications (19 Jan 2022 to 30 Sep 2022)
• Finlay Douglas

  IRN FXD00113

  • [FCA CF] Client dealing (25 Jan 2024 to 1 Aug 2025)
  • [FCA CF] Functions requiring qualifications (25 Jan 2024 to 1 Aug 2025)
• Florence Rose Bourassa

  IRN FXB00175

  • 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 Sep 2025)
  • [FCA CF] Functions requiring qualifications (since 1 Sep 2025)
• Flynn Drinkell

  IRN FXD00154

  • 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 Jan 2026)
  • [FCA CF] Client dealing (since 1 Jan 2026)
• Gary Stephen Hines

  IRN GSH00021

  • CF30 Customer (14 Sep 2012 to 13 Apr 2015)

No changes recorded yet.