Atticus Financial Planning Ltd

Reference number: 943598

Instant download

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.

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.
  • Atticus Financial Planning Ltd (FRN 943598) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Atticus Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Atticus Financial Planning, 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.

  • No website on the FCA register

  • Phone number

    07975 542098

  • Address

    5 Doe Mews, Medstead, Alton, Hampshire, GU34 5TG, United Kingdom

In the full report: 2 background checks

  • What kind of line 07975 542098 is
  • Who else gives the postcode GU34 5TG
Instant PDF download

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.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company status
Active
Company type
Private limited company
Incorporated
20 August 2020 (6 years old)
Registered office
5 Doe Mews, Medstead, Alton, GU34 5TG, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Directors and company secretaries

Name Role Born Appointed Other companies
Abraham John Uys Director Mar 1977 20 Aug 2020 None
Deborah Ellen Uys Director Nov 1974 20 Aug 2020 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
Instant PDF download

Filed accounts and finances

Year to 31 December 2025Micro-entity accountsNot audited

Net assets

£24.7k

+11% from £22.4k

Employees (average)

2

No earlier figure to compare

Owed within a year

£8,802

+25% from £7,037

Assets and liabilities

In the full report: all 5 years of accounts

  • Every year from 2021 to 2025
  • The chart, over every year
  • Every filed figure, year by year
Instant PDF download
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 12825620. 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

Atticus Financial Planning’s history from the FCA register and Companies House, newest first.

2024

25 September 2024

  • Deborah Ellen Uys stopped being a part-owner

Companies House

2021

22 January 2021

  • Became an appointed representative

FCA register

2020

20 August 2020

  • Incorporated at Companies House
  • Abraham John Uys took control (75–100% of shares)
  • Deborah Ellen Uys became a part-owner (25–50% of shares)
  • Abraham John Uys appointed as a director
  • Deborah Ellen Uys appointed as a director

Companies House

Director appointments and resignations, and trading names, appear under All events.

Firms like Atticus Financial Planning

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

In Alton

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 Atticus Financial Planning

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • Every company its directors have run, named
  • 2 background checks on its contact details
  • 5 years of accounts, charted
  • All 7 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Atticus Financial Planning Ltd FCA authorised?
Atticus Financial Planning Ltd (FRN 943598) 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 Atticus Financial Planning?
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. Atticus Financial Planning Ltd (FRN 943598) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Atticus Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Atticus Financial Planning, 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 Atticus Financial Planning’s phone number?
The FCA register lists the phone number 07975 542098 for Atticus Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Atticus Financial Planning a scam or clone?
Atticus Financial Planning 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 Atticus Financial Planning?
Protection works through 2 Plan Wealth Management Limited, the principal firm responsible for Atticus Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Atticus Financial Planning?
Companies House lists one person with significant control of Atticus Financial Planning: Mr Abraham John Uys (75–100% of shares). Before that, it was controlled by Mrs Deborah Ellen Uys.
Who runs Atticus Financial Planning?
Companies House lists 2 directors of Atticus Financial Planning: Abraham John Uys and Deborah Ellen Uys.
How long has Atticus Financial Planning been in business?
The company was formed on 20 August 2020.
What do Atticus Financial Planning’s latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £24.7k (+11% from £22.4k).

Sources and links

The full report on Atticus Financial Planning Ltd

£19.99 · Instant PDF download

Loading secure checkout…