Sean Jones Wealth Management Limited

FRN: 912456
Companies House: 06813317
Last scraped: 1 day 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

Clifton House

Unit 2 The Clifton Centre

Malvern

Worcestershire

WR14 1BJ

UNITED KINGDOM

Phone

+4401684588188

Approved individuals

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

Karen Ann Shirley Jones
IRN KXJ18997
- (1)Employed By (since 23 Aug 2019)
Luke Chamberlain
IRN LXC00374
- (1)Employed By (28 Jul 2022 to 26 Mar 2025)
Sean Patrick Jones
IRN SPJ00018
- (2)Employed By (since 22 Aug 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.