Financial AdviserProfile

Stephenson Wealth Limited

Public-record profile
21 Heath Grove, Harrogate, HG2 0PX
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Profile data from public records and claimed profile updates where available

Not fully verified by VerifiedAdvisers: This profile has been generated from public records. The firm has not yet claimed this page, so we have not completed all member verification checks. Public records can be incomplete or change over time.

Stephenson Wealth Limited is listed as a FCA appointed representative in the HG2 0PX area. Registered at Companies House in 2014. FCA records list 2 Plan Wealth Management Limited as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2014
Type
FCA appointed representative
Company No.
09133780
SIC
66300
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

2 Plan Wealth Management Limited, FRN 461598 (Full)

Companies House

STEPHENSON WEALTH LIMITED is active and was incorporated on 16 July 2014.

Nature of business: 66300 - Fund management activities

Registered office: 21 Heath Grove, Harrogate, HG2 0PX, England

Authorisations

FCAactive
Reference: 994863
Type: FCA appointed representative
Company no.: 09133780
Verified:
View public register

Company Snapshot

Industry
66300
Data Freshness
Outdated (< 1 year)
Accounts last made up to
31 July 2025
Accounts next due
30 April 2027
Accounts type
Micro Entity
Employees
2
Equity
£44,435
Fixed assets
£63,393
Current assets
£2,737
Net current assets/liabilities
-£17,002
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

STEPHENSON, James David
Appointed 16 July 2014
DOB: 1/1977

Persons with significant control

Mrs Jennifer Clare Stephenson
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
DOB: 6/1982
Mr James David Stephenson
Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent
DOB: 1/1977

Recent Filings

13 April 2026
CS01
confirmation statement with no updates
20 January 2026
AA
accounts with accounts type micro entity
28 April 2025
SH01
capital allotment shares
10 April 2025
CS01
confirmation statement with updates
10 April 2025
PSC04
change to a person with significant control
10 April 2025
PSC07
cessation of a person with significant control

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Location

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ℹ️ Public Records: This profile has been generated from official public records. The adviser has not yet claimed or verified these details.