Fresh Approach Financial Planning Limited

FRN: 831297
Companies House: 07993776
Last scraped: 6 hours ago

This firm operates as an appointed representative of 2 Plan Wealth Management Limited. Its regulated business runs under their FCA authorisation, and they're legally responsible for what it does.

Addresses

The contact details this firm has registered with the FCA.

Principal Place of Business

Open Space

Chequers Close

Malvern

Worcestershire

WR14 1GP

UNITED KINGDOM

Phone

+4401905421196

Web

https://freshapproach-fp.co.uk

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

Julie Clare Urmston
IRN JXU10877
- (1)Employed By (31 Jan 2019 to 9 Sep 2025)
Paul Raymond Frank Urmston
IRN PRU01005
- (1)Employed By (since 5 Feb 2019)

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.

What it all means

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.