Bradley J Lewis Financial Solutions Ltd
Reference number: 424368
Instant download
Appointed representative
This firm does not hold FCA authorisation of its own. It acts under a principal firm, which is legally responsible for its regulated business.
Responsible principal firm
2 Plan Wealth Management Limited Reference number: 461598 View firm →What does this mean?
- An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
- Bradley J Lewis Financial Solutions Ltd (FRN 424368) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Bradley J Lewis Financial Solutions's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Bradley J Lewis Financial Solutions, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
- Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
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.
-
No website on the FCA register
-
Verified phone number
-
Verified address
10-12 Northway, Maghull, Liverpool, Merseyside, L31 5LJ, United Kingdom
Company details
From the company's Companies House record.
- Company name
- BRADLEY J.LEWIS FINANCIAL SOLUTIONS LIMITED
- Company number
- 05274720
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 1 November 2004 (21 years old)
- Registered office
- 10-12 Northway, Maghull, Liverpool, L31 5LJ, England
- Nature of business
-
- Financial intermediation not elsewhere classified (SIC 64999)
Current directors and secretaries
| Name | Role | Born | Appointed |
|---|---|---|---|
| Steven Maxwell | Director | May 1967 | 1 Nov 2004 |
| Mark James Prescott | Director | May 1964 | 1 Nov 2004 |
| Steven Maxwell | Secretary | Not published | 1 Nov 2004 |
Activities and protection
What they can do, and how you are protected
- Protection through the principal firmProtection works through 2 Plan Wealth Management Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
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.
Download this page as a PDF report
£5 for a clean, timestamped copy you can keep, file or send on. It also helps keep the site free to use and free of ads.
Instant download
Common questions