Atomos Financial Planning Limited
aka Atomos Wealth, atomos, Atomos Financial Planning Limited
About
Get in touch with atomos in Bristol for financial advice and wealth management services. Book your free initial consultation.
Source: atomos.co.uk/contact-us/bristol?utm_source=gmb&utm_medium=organic&utm_campaign=localContact & Location
Regulatory Information
- FRN
- 193503
- Status
- Authorised
- Date Authorised
- 1 December 2001
- Years Authorised
- 24 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Acting as a CBTL advisor
- ✓CBTL Status
- ✓CBTL Effective Date
- ✓Agreeing to carry on a regulated activity
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Providing Credit Information Services
- ✓Exercising/having right to exercise lender's rights and duties under a regulated credit agreement (excluding high-cost short-term credit, bill of sale agreement, and home collected credit agreement)
- ✓Entering into regulated credit agreement as Lender (Excluding high-cost short-term credit, bill of sale agreement, and home collected credit agreement)
- ✓Debt-counselling
- ✓Credit Broking
- ✓Making arrangements with a view to regulated mortgage contracts
- ✓Making arrangements with a view to a home reversion plan
- ✓Arranging (bringing about) regulated mortgage contracts
- ✓Arranging (bringing about) a home reversion plan
- ✓Advising on regulated mortgage contracts
- ✓Advising on a home reversion plan
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 03879955
- Company Status
- Active
- Incorporation Date
- 19 November 1999
- Directors
- 4
- Accounts Category
- Full
- Last Accounts Filed
- 31 December 2024
- SIC Codes
- 64999, 66190
Team (20)
Jonathan Paul Taylor
ApprovedEmma Louise Browning
ApprovedNicola Jane Fraser
ApprovedTracey Michelle Bishop
ApprovedCertifiedRachel Louise Hampshire
ApprovedCertifiedDaniel Alexander Lawton
ApprovedCertifiedIdris Shaffiq
ApprovedCertifiedDavid Graham Palmer
ApprovedCertifiedIan David Cosnett
ApprovedCertifiedJonathan Charles Polin
ApprovedCertifiedJustine Baker
ApprovedCertifiedNiral Ashvin Parekh
ApprovedCertifiedPanvir Thind
CertifiedStuart Bourne
CertifiedChristopher Edwards
CertifiedPaul Johncock
CertifiedAmanda Norman
CertifiedRichard Vessey
CertifiedColin Haywood
CertifiedPaul McKie
Certified
Google Reviews
1 review on Google
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Quick Facts
- Bristol, South West
- 24 years FCA-authorised
- 20 registered individuals
- 5 specialisms
- 20 FCA permissions
- CH 03879955
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.