Beadvised Ltd

Reference number: 795005

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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.
  • Beadvised Ltd (FRN 795005) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Beadvised's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Beadvised, 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 beadvised.co.uk first appeared online, and whether it can receive email
  • What kind of line 07790 405056 is
  • Who else gives the postcode SN3 1LX
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Other names (3)

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

  • Beadvised Mortgage Solutions Trading name
  • Beadvised Wealth Trading name
  • BeAdvised Wealth and Pensions Former trading 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.

Companies House record

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

Company number
10553617
Company status
Active
Company type
Private limited company
Incorporated
9 January 2017 (9 years old)
Registered office
6 Broome Manor Lane, Swindon, SN3 1LX, England
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name Role Born Appointed Other companies
Daniel Gary Taylor Director Apr 1986 9 Jan 2017 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Filed accounts and finances

Year to 31 March 2025Small company accountsNot audited

Total equity

£34.4k

−40% from £57.0k

Cash at bank

£24.4k

−10% from £27.1k

Employees (average)

4

+33% from 3

Owed within a year

£16.8k

+350% from £3,739

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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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 10553617. 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

Beadvised’s history from the FCA register and Companies House, newest first.

Key events (3) All events (9)

2017

24 November 2017

  • Became an appointed representative

FCA register

9 January 2017

  • Incorporated at Companies House
  • Daniel Gary Taylor took control (75–100% of shares)

Companies House

In the full report: all 9 events

  • All 9 events in its history (3 shown here)
  • Every director appointment and resignation: 1
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Firms like Beadvised

Other firms of the same type (insurance broker), nearest first.

In Swindon

Rwe Renewables UK Swindon LimitedSwindonAppointed representativeAric PoonSwindonAppointed representativeEmma Peck Wealth Management LtdSwindonAppointed representativeForte Brokers (Caledonia) LimitedSwindonAppointed representativeHughes Plane LtdSwindonAppointed representativeIndbroks LtdSwindonAppointed 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.

Get the full report on Beadvised

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
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 9 events in its history

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Frequently asked questions about this firm

Is Beadvised Ltd FCA authorised?
Beadvised Ltd (FRN 795005) 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 Beadvised?
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. Beadvised Ltd (FRN 795005) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Beadvised's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Beadvised, 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 Beadvised’s phone number and website?
The FCA register lists the phone number 07790 405056 and the website beadvised.co.uk for Beadvised. If you were given different contact details, use these to check with the firm before going any further.
Is Beadvised a scam or clone?
Beadvised 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 Beadvised?
Protection works through 2 Plan Wealth Management Limited, the principal firm responsible for Beadvised's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Beadvised?
Companies House lists one person with significant control of Beadvised: Mr Daniel Gary Taylor (75–100% of shares).
Who runs Beadvised?
Companies House lists one director of Beadvised: Daniel Gary Taylor.
How long has Beadvised been in business?
The company was formed on 9 January 2017.
What do Beadvised’s latest accounts show?
Its latest accounts, to 31 March 2025, show total equity of £34.4k (−40% from £57.0k) and cash at bank of £24.4k (−10% from £27.1k).
Does Beadvised use any other names?
It trades as Beadvised Mortgage Solutions and Beadvised Wealth. It has previously used the name BeAdvised Wealth and Pensions.

Sources and links

The full report on Beadvised Ltd

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