True Financial Design Ltd

FRN: 828514
Companies House: 11595677
Last scraped: 49 minutes 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

Parkhill Business Centre

Walton Road

Wetherby

West Yorkshire

LS22 5DZ

UNITED KINGDOM

Phone

+441423297077

Web

https://www.truefinancialdesign.co.uk

Approved individuals

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

Charlotte (Lottie) Kent
IRN CEK01027
- (1)Employed By (since 30 Oct 2023)
- (1)Employed By (19 Dec 2018 to 20 Dec 2023)

Recent activity

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

18 hours ago
controlled function added: (1)Employed By
18 hours ago
controlled function removed: Employed By

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.