Blueridge Financial Planning Limited

Reference number: 1053294

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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.
  • Blueridge Financial Planning Limited (FRN 1053294) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Blueridge Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Blueridge 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

    01226 360101

  • Address

    1 Woodhead View, Jump, Barnsley, Barnsley, S74 0LW, United Kingdom

In the full report: 2 background checks

  • What kind of line 01226 360101 is
  • Who else gives the postcode S74 0LW
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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
17070153
Company status
Active
Company type
Private limited company
Incorporated
4 March 2026 (less than a year old)
Registered office
1 Woodhead View, Jump, Barnsley, S74 0LW, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Paul Edward Bassinder Director Dec 1970 4 Mar 2026 1 other company

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 company
1
still active
1

In the full report: all 1 company, 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
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Key dates in its history

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

2026

10 April 2026

  • Became an appointed representative

FCA register

4 March 2026

  • Incorporated at Companies House
  • Paul Edward Bassinder took control (75–100% of shares)
  • Paul Edward Bassinder appointed as a director

Companies House

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

Firms like Blueridge Financial Planning

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

In Barnsley

APM Financial Planning LimitedBarnsleyAppointed representativeClayton Professional Wealth LtdBarnsleyAppointed representativeCrosby Financial Planning LtdBarnsleyAppointed representativeDurkan Financial Planning LtdBarnsleyAppointed representativeHarris & Co Financial Planning LtdBarnsleyAppointed representativeHartcliff LimitedBarnsleyAppointed 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 Blueridge Financial Planning

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

  • 1 other company its directors have run, named
  • 2 background checks on its contact details
  • All 4 events in its history

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Frequently asked questions about this firm

Is Blueridge Financial Planning Limited FCA authorised?
Blueridge Financial Planning Limited (FRN 1053294) 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 Blueridge 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. Blueridge Financial Planning Limited (FRN 1053294) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Blueridge Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Blueridge 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 Blueridge Financial Planning’s phone number?
The FCA register lists the phone number 01226 360101 for Blueridge Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Blueridge Financial Planning a scam or clone?
Blueridge 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 Blueridge Financial Planning?
Protection works through 2 Plan Wealth Management Limited, the principal firm responsible for Blueridge Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Blueridge Financial Planning?
Companies House lists one person with significant control of Blueridge Financial Planning: Mr Paul Edward Bassinder (75–100% of shares).
Who runs Blueridge Financial Planning?
Companies House lists one director of Blueridge Financial Planning: Paul Edward Bassinder.
How long has Blueridge Financial Planning been in business?
The company was formed on 4 March 2026.

Sources and links

The full report on Blueridge Financial Planning Limited

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