Priory Financial Planning Ltd

Reference number: 224274

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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.
  • Priory Financial Planning Ltd (FRN 224274) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Priory Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Priory 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

    028 9042 5025

  • Verified address

    27 Shore Road, Holywood, County Down, BT18 9HX, United Kingdom

Company details

From the company's Companies House record.

Company number
NI045883
Company status
Active
Company type
Private limited company
Incorporated
27 March 2003 (23 years old)
Registered office
Matches the FCA register address ✓
Nature of business
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Current directors and secretaries

Name Role Born Appointed
David Andrew Bingham Director Sep 1965 27 Mar 2003

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.

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
  • Woodland Financial Planning

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Common questions

Frequently asked questions

Is Priory Financial Planning Ltd FCA authorised?
Priory Financial Planning Ltd (FRN 224274) 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 Priory 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. Priory Financial Planning Ltd (FRN 224274) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Priory Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Priory 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 Priory Financial Planning?
Protection works through 2 Plan Wealth Management Limited, the principal firm responsible for Priory Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is Priory Financial Planning a scam or clone?
Priory 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 Priory Financial Planning's Firm Reference Number (FRN)?
Priory Financial Planning's FRN is 224274. You can verify it on the FCA register.