Threshold Wealth Management Ltd

FRN: 961020
Companies House: 12921768
Last scraped: 4 weeks 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

Unit 1-2

Brookside Centre

Auckland Road

Southampton

SO15 0SD

UNITED KINGDOM

Phone

+4403300249115

Approved individuals

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

Francis John Gates
IRN FJG00005
- Employed By (26 Aug 2022 to 4 Jan 2023)
Heather Sheila Halder
IRN HXH00115
- Employed By (22 Dec 2021 to 14 Aug 2025)
Matthew James Halder
IRN MJH01488
- Employed By (since 22 Jan 2022)
Pratibha Joshi
IRN PXJ01393
- Employed By (since 27 Feb 2023)
Vincent Gerard Molloy
IRN VGM01009
- Employed By (22 Dec 2021 to 22 Jul 2022)

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.