Atomos Financial Planning Limited

Reference number: 193503

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Also trades as
  • atomos
  • Atomos Wealth

Company details

From the company's Companies House record.

Company number
03879955
Company status
Active
Company type
Private limited company
Incorporated
19 November 1999 (26 years old)
Registered office
2nd Floor 5 Hatfields (Alto), London, SE1 9PG, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Current directors and secretaries

Name Role Born Appointed
Jonathan Charles Polin Director Sep 1959 15 Feb 2016
Nicola Jane Fraser Director Jul 1972 6 Nov 2020
Jonathan Paul Taylor Director Apr 1966 26 Apr 2023
Niral Parekh Director Jun 1983 14 Mar 2025

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Advise on or arrange mortgages · Arrange equity release FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.

Check your FSCS cover →

Show FCA detail (18 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on a home reversion plan
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) a home reversion plan
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Entering into regulated credit agreement as Lender (Excluding high-cost short-term credit, bill of sale agreement, and home collected credit agreement)
  • 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)
  • Making arrangements with a view to a home reversion plan
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments
  • Providing Credit Information Services

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Previously registered as

The FCA register holds 4 earlier registered names for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Buckles Investment Services Ltd
  • Buckles North Limited
  • Sanlam Private Wealth UK Limited
  • Sanlam Wealth Planning UK Ltd

Names it no longer trades under

This firm has retired 10 trading names. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired names
  • Arete
  • Sanlam
  • Sanlam Corporate Wealth
  • Sanlam Employee Benefits
  • Sanlam Employee Wealth
  • Sanlam Private Office
  • Sanlam Private Wealth
  • Sanlam Wealth
  • Sanlam Wealth Planning
  • Snowdonia

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Common questions

Frequently asked questions

Is Atomos Financial Planning Limited FCA authorised?
Yes, Atomos Financial Planning Limited (FRN 193503) is authorised by the FCA to carry out regulated activities.
Is my money safe with Atomos Financial Planning?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Atomos Financial Planning to the Financial Ombudsman Service, free of charge.
Is Atomos Financial Planning a scam or clone?
Atomos Financial Planning is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Atomos Financial Planning's Firm Reference Number (FRN)?
Atomos Financial Planning's FRN is 193503. You can verify it on the FCA register.