HORIZON FINANCIAL MANAGEMENT LTD.
Reference number: 424740
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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.
- HORIZON FINANCIAL MANAGEMENT LTD. (FRN 424740) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use HORIZON FINANCIAL MANAGEMENT's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from HORIZON 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.
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No website on the FCA register
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Verified phone number
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Verified address
Alanbrooke House, Castlereagh Business Park, 478 Castlereagh Road, Belfast, BT5 6BQ, United Kingdom
Company details
From the company's Companies House record.
- Company number
- NI601395
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 23 November 2009 (16 years old)
- Registered office
- Alanbrooke House Castlereagh Business Park, 478 Castlereagh Road, Belfast, County Down, BT5 6BQ, Northern Ireland
- Nature of business
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- Other activities auxiliary to insurance and pension funding (SIC 66290)
Current directors and secretaries
| Name | Role | Born | Appointed |
|---|---|---|---|
| Adam James Reading | Director | Jun 1980 | 23 Nov 2009 |
| Joel Stafford-Barton | Director | Jun 1985 | 1 Jul 2020 |
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 6 earlier registered names for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.
- David McAuley
- HORIZON FINANCIAL MANAGEMENT LTD
- McAuley Financial Limited
- McAuley Financial Ltd
- McAuley Financial @ Newforge
- McAuley Financial @ Newforge Ltd
Names it no longer trades under
This firm has retired 4 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
- McAuley Financial @ Newforge
- Membership Plus Financial Services
- Membership Plus Mortgage Services
- Police Clubs Financial
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