Fairview Financial Management Ltd

Reference number: 976151

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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.
  • Fairview Financial Management Ltd (FRN 976151) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Fairview Financial Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Fairview Financial Management, 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

    01268 944042

  • Verified address

    Suite 6, Burley House, 15 High Street, Rayleigh, Essex, SS6 7EW, United Kingdom

Company details

From the company's Companies House record.

Company number
14057510
Company status
Active
Company type
Private limited company
Incorporated
20 April 2022 (4 years old)
Registered office
Matches the FCA register address ✓
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Ross Lacey Director May 1988 20 Apr 2022
Lydia Lacey Director Sep 1987 12 Feb 2023

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 Fairview Financial Management Ltd FCA authorised?
Fairview Financial Management Ltd (FRN 976151) 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 Fairview Financial Management?
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. Fairview Financial Management Ltd (FRN 976151) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Fairview Financial Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Fairview Financial Management, 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 Fairview Financial Management?
Protection works through 2 Plan Wealth Management Limited, the principal firm responsible for Fairview Financial Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is Fairview Financial Management a scam or clone?
Fairview Financial Management 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 Fairview Financial Management's Firm Reference Number (FRN)?
Fairview Financial Management's FRN is 976151. You can verify it on the FCA register.