Andrew Graham Wealth Management Ltd

Reference number: 803165

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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.

Responsible principal firm

2 Plan Wealth Management Limited Reference number: 461598 Authorised 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.
  • Andrew Graham Wealth Management Ltd (FRN 803165) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Andrew Graham Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Andrew Graham Wealth Management, 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.

In the full report: 3 background checks

  • When andrewgrahamwm.co.uk first appeared online, and whether it can receive email
  • What kind of line 07449 301044 is
  • Who else gives the postcode CA13 0ER
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Other names (1)

If you were contacted under any of these names, it is this firm.

  • Bennison Brown Wealth Management Ltd Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection 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, free
    You 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.

Key dates in its history

Andrew Graham Wealth Management’s history from the FCA register and Companies House, newest first.

2021

28 July 2021

  • Changed its registered name from "Bennison Brown Wealth Management Ltd"

FCA register

2018

1 March 2018

  • Became an appointed representative

FCA register

Firms like Andrew Graham Wealth Management

Other firms of the same type (financial adviser), nearest first.

In Cockermouth

Alison Rigg LimitedCockermouthAppointed representativeRockwealth Lake District LtdCockermouthAppointed representative

In the Carlisle (CA) postcode area

Acorn Associates Financial ManagementBramptonAppointed representativeAlke Capital Partners LimitedCarlisleAppointed representativeCMD Financial Solutions LtdCarlisleAppointed representativeDavid Malin Financial Advice LtdCarlisleAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

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  • 3 background checks on its contact details

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Frequently asked questions about this firm

Is Andrew Graham Wealth Management Ltd FCA authorised?
Andrew Graham Wealth Management Ltd (FRN 803165) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Andrew Graham Wealth Management?
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. Andrew Graham Wealth Management Ltd (FRN 803165) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Andrew Graham Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Andrew Graham Wealth Management, 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.
What is Andrew Graham Wealth Management’s phone number and website?
The FCA register lists the phone number 07449 301044 and the website andrewgrahamwm.co.uk for Andrew Graham Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Andrew Graham Wealth Management a scam or clone?
Andrew Graham Wealth Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Andrew Graham Wealth Management?
Protection works through 2 Plan Wealth Management Limited, the principal firm responsible for Andrew Graham Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Does Andrew Graham Wealth Management use any other names?
It has previously used the name Bennison Brown Wealth Management Ltd.

Sources and links

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