Intelligent Wealth Strategies Ltd

Reference number: 953558

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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.
  • Intelligent Wealth Strategies Ltd (FRN 953558) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Intelligent Wealth Strategies's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Intelligent Wealth Strategies, 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.

Company details

From the company's Companies House record.

Company name
INTELLIGENT WEALTH STRATEGIES LIMITED
Company number
13322729
Company status
Active
Company type
Private limited company
Incorporated
8 April 2021 (5 years old)
Registered office
35 Oliver Drive Calcot, Reading, Berkshire, RG31 4XN, United Kingdom
Nature of business
  • Financial management (SIC 70221)

Current directors and secretaries

Name Role Born Appointed
Gary Peter Read Director Sep 1978 8 Apr 2021

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 Intelligent Wealth Strategies Ltd FCA authorised?
Intelligent Wealth Strategies Ltd (FRN 953558) 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 Intelligent Wealth Strategies?
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. Intelligent Wealth Strategies Ltd (FRN 953558) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Intelligent Wealth Strategies's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Intelligent Wealth Strategies, 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 Intelligent Wealth Strategies?
Protection works through 2 Plan Wealth Management Limited, the principal firm responsible for Intelligent Wealth Strategies's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is Intelligent Wealth Strategies a scam or clone?
Intelligent Wealth Strategies 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 Intelligent Wealth Strategies's Firm Reference Number (FRN)?
Intelligent Wealth Strategies's FRN is 953558. You can verify it on the FCA register.