Pedr Financial Planning Cyf

Reference number: 800006

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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.
  • Pedr Financial Planning Cyf (FRN 800006) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Pedr Financial Planning Cyf's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Pedr Financial Planning Cyf, 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

    01570 421924

  • Verified address

    20 High Street, Lampeter, Sir Ceredigion, SA48 7BG, United Kingdom

Company details

From the company's Companies House record.

Company number
07048010
Company status
Active
Company type
Private limited company
Incorporated
18 October 2009 (16 years old)
Registered office
20 High Street, Lampeter, Ceredigion, SA48 7BG, Wales
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Alun Mesach Williams Director Oct 1971 18 Oct 2009

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.

  • Alun Williams

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
  • Pedr Financial Planning

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Common questions

Frequently asked questions

Is Pedr Financial Planning Cyf FCA authorised?
Pedr Financial Planning Cyf (FRN 800006) 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 Pedr Financial Planning Cyf?
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. Pedr Financial Planning Cyf (FRN 800006) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Pedr Financial Planning Cyf's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Pedr Financial Planning Cyf, 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 Pedr Financial Planning Cyf?
Protection works through 2 Plan Wealth Management Limited, the principal firm responsible for Pedr Financial Planning Cyf's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is Pedr Financial Planning Cyf a scam or clone?
Pedr Financial Planning Cyf 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 Pedr Financial Planning Cyf's Firm Reference Number (FRN)?
Pedr Financial Planning Cyf's FRN is 800006. You can verify it on the FCA register.