Appointed representative
This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.
- Appointed for 24 years
- Protected through the principal
- No FCA actions
- Active company since 2005
- Accounts filed up to 30 April 2026
- Its whole board of directors changed in February 2026
Responsible principal firm
2 Plan Wealth Management Limited Reference number: 461598 View firm →What does this mean?
- An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
- Advice on Wealth Ltd (FRN 215905) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Advice on Wealth's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Advice on Wealth, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
- Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
Website, phone number and address
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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No website on the FCA register
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Phone number
-
Address
Kingston House, Lydiard Fields, Swindon, Wiltshire, SN5 8UB, United Kingdom
In the full report: 2 background checks
- What kind of line 01488 649142 is
- Who else gives the postcode SN5 8UB
Other names (4)
If you were contacted under any of these names, it is this firm.
- Scotia Independent Financial Services Trading name: A name it trades under now.
- Ramon Puig Former name: A name it was registered under before.
- The Advice Network Limited Former name: A name it was registered under before.
- The Advice Network Ltd Former name: A name it was registered under before.
FCA permissions and consumer protection
- Protection through the principal firmProtection works through 2 Plan Wealth Management Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 05346635 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 28 January 2005 (21 years old)
- Registered office
- Kingston House Lydiard Fields, Great Western Way, Swindon, SN5 8UB, England
- Nature of business
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- Financial management (SIC 70221)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Yogeshkumar Khimraj Tated | Director | Sep 1980 | 10 Feb 2026 | 19 other companies |
| Yogeshkumar Khimraj Tated | Secretary | Not published | 10 Feb 2026 | – |
Other companies run by its director
A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.
- other companies
- 19
- closed down
- 3
- are FCA-registered
- 2
In the full report: all 19 companies, named
- What each company does, and whether it is still trading
- Which of its director sits on each board, and since when
- Any that went into liquidation or administration
- The 2 on the FCA register
- All 3 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£2.13m
+65% from £1.30m
Cash at bank
£404k
+397% from £81.2k
Employees (average)
7
+40% from 5
Owed within a year
£530k
+87% from £283k
Assets and liabilities
In the full report: all 8 years of accounts
- Every year from 2019 to 2026
- The chart, over every year
- Every filed figure, year by year
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
There is no turnover or profit: small companies do not have to publish them.
Accounts filed at Companies House for company 05346635. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
Advice on Wealth’s history from the FCA register and Companies House, newest first.
2026
10 February 2026
- Board replaced: both directors left and a new director took over
- Kyrann Holdings Ltd took control (75–100% of shares)
- Ramon Javier Puig stopped being a part-owner
- Samantha Claire Tesch stopped being a part-owner
Companies House
2021
22 February 2021
- Changed its registered name from "The Advice Network Limited"
FCA register
2016
6 April 2016
- Ramon Javier Puig became a part-owner (25–50% of shares)
- Samantha Claire Tesch became a part-owner (25–50% of shares)
Companies House
2007
16 February 2007
- Changed its registered name from "The Advice Network Ltd"
FCA register
2005
24 October 2005
- Changed its registered name from "Ramon Puig"
FCA register
28 January 2005
- Incorporated at Companies House
Companies House
2002
15 July 2002
- Became an appointed representative
FCA register
In the full report: all 17 events
- All 17 events in its history (11 shown here)
- Every director appointment and resignation: 5
Firms connected to Advice on Wealth
Other FCA-listed firms that share a director, phone number or address with Advice on Wealth. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 2
- share a director
- 2
In the full report: all 2 connected firms, named
- How each is linked: shared directors (2)
- Who links each one: the named directors, with dates
Firms like Advice on Wealth
Other firms of the same type (financial adviser), nearest first.
In Swindon
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on Advice on Wealth
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 19 other companies its directors have run, named
- 2 background checks on its contact details
- 8 years of accounts, charted
- All 17 events in its history
- 2 connected firms, named, and who links them
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk