Birch Financial Services Ltd

Reference number: 802799

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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.
  • BIRCH FINANCIAL SERVICES LTD (FRN 802799) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use BIRCH FINANCIAL SERVICES's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from BIRCH FINANCIAL SERVICES, 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

    01202 920010

  • Address

    42 Oaks Drive, St. Leonards, Ringwood, BH24 2QT, United Kingdom

In the full report: 2 background checks

  • What kind of line 01202 920010 is
  • Who else gives the postcode BH24 2QT
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Other names (1)

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

  • Jason Abbott Financial 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.

Companies House record

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

Company number
06669552
Company status
Active
Company type
Private limited company
Incorporated
11 August 2008 (18 years old)
Registered office
21 Church Road, Parkstone, Poole, Dorset, BH14 8UF
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Jason Paul Abbott Director May 1969 11 Aug 2008 1 other company
Darren Winspear Director Jul 1984 25 Oct 2023 2 other companies
Melanie Abbott Secretary Not published 31 Jan 2019 –

Other companies run by these 2 directors

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
3
still active
3

In the full report: all 3 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • All 3 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 August 2025Small company accountsNot audited

Total equity

£596

−47% from £1,116

Cash at bank

£4,626

−9.2% from £5,095

Employees (average)

2

Same as 2

Owed within a year

£40.7k

+3.7% from £39.3k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 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 06669552. 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

Birch Financial Services’s history from the FCA register and Companies House, newest first.

Key events (11) All events (17)

2026

18 August 2026

  • Darren Winspear became a part-owner (25–50% of shares)

Companies House

2025

31 March 2025

  • Darren Winspear stopped being a part-owner
  • Jason Paul Abbott became a part-owner (25–50% of shares)

Companies House

2024

11 December 2024

  • Darren Winspear became a part-owner (25–50% of shares)
  • Jason Paul Abbott gave up control

Companies House

10 June 2024

  • Melanie Abbott stopped being a part-owner

Companies House

15 April 2024

  • Changed its registered name from "Jason Abbott Financial Ltd"

FCA register

2019

31 January 2019

  • Melanie Abbott became a part-owner (25–50% of shares)

Companies House

2018

26 February 2018

  • Became an appointed representative

FCA register

2016

6 April 2016

  • Jason Paul Abbott took control (75–100% of shares)

Companies House

2008

11 August 2008

  • Incorporated at Companies House

Companies House

In the full report: all 17 events

  • All 17 events in its history (11 shown here)
  • Every director appointment and resignation: 4
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Firms like Birch Financial Services

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

In Ringwood

Richard TaylorRingwoodAppointed representativeHv Financial Planning LimitedRingwoodAuthorisedStruan Financial Management LimitedRingwoodAuthorised

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 Birch Financial Services

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

  • 3 other companies its directors have run, named
  • 2 background checks on its contact details
  • 7 years of accounts, charted
  • All 17 events in its history

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Frequently asked questions about this firm

Is Birch Financial Services Ltd FCA authorised?
Birch Financial Services Ltd (FRN 802799) 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 Birch Financial Services?
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. Birch Financial Services Ltd (FRN 802799) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Birch Financial Services's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Birch Financial Services, 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 Birch Financial Services’ phone number?
The FCA register lists the phone number 01202 920010 for Birch Financial Services. If you were given different contact details, use these to check with the firm before going any further.
Is Birch Financial Services a scam or clone?
Birch Financial Services 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 Birch Financial Services?
Protection works through 2 Plan Wealth Management Limited, the principal firm responsible for Birch Financial Services's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Birch Financial Services?
Companies House lists 2 people with significant control of Birch Financial Services: Mr Darren Winspear (25–50% of shares) and Mr Jason Paul Abbott (25–50% of shares). Before that, it was controlled by Mrs Melanie Abbott.
Who runs Birch Financial Services?
Companies House lists 2 directors of Birch Financial Services: Jason Paul Abbott and Darren Winspear.
How long has Birch Financial Services been in business?
The company was formed on 11 August 2008.
What do Birch Financial Services’ latest accounts show?
Its latest accounts, to 31 August 2025, show total equity of £596 (−47% from £1,116) and cash at bank of £4,626 (−9.2% from £5,095).
Does Birch Financial Services use any other names?
It has previously used the name Jason Abbott Financial Ltd.

Sources and links

The full report on Birch Financial Services Ltd

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