J Lewis Financial Planning Ltd

Reference number: 920584

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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.
  • J Lewis Financial Planning Ltd (FRN 920584) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use J Lewis Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from J Lewis Financial 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.

  • No website on the FCA register

  • Verified phone number

    07775 336204

  • Verified address

    6 Wareham Road, Lytchett Matravers, Poole, Dorset, BH16 6DP, United Kingdom

Company details

From the company's Companies House record.

Company number
12360724
Company status
Active
Company type
Private limited company
Incorporated
12 December 2019 (6 years old)
Registered office
14 Horseshoe Close, Wimborne, Dorset, BH21 2UL, England
Nature of business
  • Financial management (SIC 70221)

Current directors and secretaries

Name Role Born Appointed
Cherelle Julie Lewis Director Aug 1990 12 Dec 2019
Jason Craig Simon Lewis Director Feb 1990 12 Dec 2019
Jason Craig Simon Lewis Secretary Not published 12 Dec 2019

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 J Lewis Financial Planning Ltd FCA authorised?
J Lewis Financial Planning Ltd (FRN 920584) 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 J Lewis Financial Planning?
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. J Lewis Financial Planning Ltd (FRN 920584) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use J Lewis Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from J Lewis Financial 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.
Is my money safe with J Lewis Financial Planning?
Protection works through 2 Plan Wealth Management Limited, the principal firm responsible for J Lewis Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is J Lewis Financial Planning a scam or clone?
J Lewis Financial Planning 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 J Lewis Financial Planning's Firm Reference Number (FRN)?
J Lewis Financial Planning's FRN is 920584. You can verify it on the FCA register.