Custodian Wealth Ltd

Reference number: 794639

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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 Authorised 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.
  • Custodian Wealth Ltd (FRN 794639) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Custodian Wealth's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Custodian Wealth, 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

    01873 854242

  • Verified address

    The Laurels, Merthyr Road, Llanfoist, Abergavenny, Sir Fynwy, NP7 9LN, United Kingdom

Company details

From the company's Companies House record.

Company number
10942758
Company status
Active
Company type
Private limited company
Incorporated
1 September 2017 (8 years old)
Registered office
The Laurels Merthyr Road, Llanfoist, Abergavenny, Monmouthshire, NP7 9LN, Wales
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Current directors and secretaries

Name Role Born Appointed
Jason Victor James Lewis Director Jan 1971 1 Sep 2017

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Protection through the principal firm
    Protection 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.

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Common questions

Frequently asked questions

Is Custodian Wealth Ltd FCA authorised?
Custodian Wealth Ltd (FRN 794639) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Custodian Wealth?
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. Custodian Wealth Ltd (FRN 794639) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Custodian Wealth's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Custodian Wealth, 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.
Is my money safe with Custodian Wealth?
Protection works through 2 Plan Wealth Management Limited, the principal firm responsible for Custodian Wealth's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is Custodian Wealth a scam or clone?
Custodian Wealth 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 Custodian Wealth's Firm Reference Number (FRN)?
Custodian Wealth's FRN is 794639. You can verify it on the FCA register.