Cornerstone Wealth Planning Limited
Reference number: 1010387
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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.
- Cornerstone Wealth Planning Limited (FRN 1010387) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Cornerstone Wealth Planning's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Cornerstone Wealth Planning, 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.
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No website on the FCA register
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Verified phone number
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Verified address
The Coach House, Nettleworth Manor, Leeming Lane North, Mansfield Woodhouse, Mansfield, Nottinghamshire, NG19 8LJ, United Kingdom
Company details
From the company's Companies House record.
- Company number
- 09883335
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 23 November 2015 (10 years old)
- Registered office
- The Coach House Leeming Lane North, Mansfield Woodhouse, Mansfield, Nottinghamshire, NG19 8LJ, England
- Nature of business
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- Financial management (SIC 70221)
Current directors and secretaries
| Name | Role | Born | Appointed |
|---|---|---|---|
| Mitchel James Hopkinson | Director | Aug 1968 | 23 Nov 2015 |
| Richard Jonathan Withers | Secretary | Not published | 17 May 2024 |
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.
Previously registered as
The FCA register holds one earlier registered name for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.
- Double 0 Seven Limited
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Common questions