Metrita Wealth Management Limited

Reference number: 838586

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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.
  • Metrita Wealth Management Limited (FRN 838586) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Metrita Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Metrita Wealth 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

    01284 700619

  • Verified address

    10 Forbes Business Centre, Kempson Way, Bury St Edmunds, Suffolk, IP32 7AR, United Kingdom

Company details

From the company's Companies House record.

Company number
11832336
Company status
Active
Company type
Private limited company
Incorporated
18 February 2019 (7 years old)
Registered office
10 Forbes Business Centre, Kempson Way, Bury St Edmunds, Suffolk, IP32 7AR, England
Nature of business
  • Financial management (SIC 70221)

Current directors and secretaries

Name Role Born Appointed
Andrew Richard Edward John Ross Director Dec 1973 18 Feb 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.

Previously registered as

The FCA register holds one earlier registered name for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Metis Wealth Management Ltd

Names it no longer trades under

This firm has retired one trading name. 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 name
  • Metis Wealth Management

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Common questions

Frequently asked questions

Is Metrita Wealth Management Limited FCA authorised?
Metrita Wealth Management Limited (FRN 838586) 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 Metrita Wealth 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. Metrita Wealth Management Limited (FRN 838586) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Metrita Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Metrita Wealth 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 Metrita Wealth Management?
Protection works through 2 Plan Wealth Management Limited, the principal firm responsible for Metrita Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is Metrita Wealth Management a scam or clone?
Metrita Wealth 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 Metrita Wealth Management's Firm Reference Number (FRN)?
Metrita Wealth Management's FRN is 838586. You can verify it on the FCA register.