Totally Financial Planning Limited

Reference number: 844024

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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.
  • Totally Financial Planning Limited (FRN 844024) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Totally Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Totally 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

    01858 545873

  • Verified address

    Bishop House, The Old Stables, East Langton, Market Harborough, Leicestershire, LE16 7SB, United Kingdom

Company details

From the company's Companies House record.

Company number
07209282
Company status
Active
Company type
Private limited company
Incorporated
31 March 2010 (16 years old)
Registered office
Unit 14 The Boathouse Business Centre, 1 Harbour Square, Wisbech, Cambs, PE13 3BH, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Philip Mark Chapman Director Sep 1971 31 Mar 2010
Sharon Rose Chapman Director Oct 1974 4 Nov 2022
Sharon Rose Chapman Secretary Not published 31 Mar 2010

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.

  • Totally Financial Planning Ltd

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Common questions

Frequently asked questions

Is Totally Financial Planning Limited FCA authorised?
Totally Financial Planning Limited (FRN 844024) 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 Totally 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. Totally Financial Planning Limited (FRN 844024) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Totally Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Totally 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 Totally Financial Planning?
Protection works through 2 Plan Wealth Management Limited, the principal firm responsible for Totally Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is Totally Financial Planning a scam or clone?
Totally 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 Totally Financial Planning's Firm Reference Number (FRN)?
Totally Financial Planning's FRN is 844024. You can verify it on the FCA register.