Cathedral Financial Planning (UK) Ltd

Reference number: 623812

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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.
  • Cathedral Financial Planning (UK) Ltd (FRN 623812) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Cathedral Financial Planning (UK)'s services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Cathedral Financial Planning (UK), 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 cathedralfp.co.uk first appeared online, and whether it can receive email
  • What kind of line 01943 328165 is
  • Who else gives the postcode LS29 7RY
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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
08993764
Company status
Active
Company type
Private limited company
Incorporated
11 April 2014 (12 years old)
Registered office
54 Long Meadows, Burley In Wharfedale, Ilkley, LS29 7RY, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Mauro Sergio Ivano Arcidiacono Director Oct 1970 11 Apr 2014 3 other companies

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 companies
3
closed down
2
still active
1

In the full report: all 3 companies, 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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Filed accounts and finances

Year to 30 April 2025Micro-entity accountsNot audited

Net assets

£253

Up £26 from £227

Employees (average)

4

+33% from 3

Owed within a year

£2,213

+78% from £1,240

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
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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 08993764. 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

Cathedral Financial Planning (UK)’s history from the FCA register and Companies House, newest first.

2016

6 April 2016

  • Mauro Sergio Ivano Arcidiacono took control (75–100% of shares)

Companies House

2014

20 May 2014

  • Became an appointed representative

FCA register

11 April 2014

  • Incorporated at Companies House
  • Mauro Sergio Ivano Arcidiacono appointed as a director

Companies House

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

Firms like Cathedral Financial Planning (UK)

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

In Ilkley

Ayar Noori HasanIlkleyAppointed representativeChris WatsonIlkleyAppointed representativeKeystone Financial Planning LimitedIlkleyAppointed representativeMoulton Wealth Management LimitedIlkleyAppointed representativeShieldpath LtdIlkleyAppointed representativeAntony Ransom Independent Financial Adviser LimitedIlkleyAuthorised

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 Cathedral Financial Planning (UK)

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
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 4 events in its history

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Frequently asked questions about this firm

Is Cathedral Financial Planning (UK) Ltd FCA authorised?
Cathedral Financial Planning (UK) Ltd (FRN 623812) 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 Cathedral Financial Planning (UK)?
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. Cathedral Financial Planning (UK) Ltd (FRN 623812) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Cathedral Financial Planning (UK)'s services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Cathedral Financial Planning (UK), 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 Cathedral Financial Planning (UK)’s phone number and website?
The FCA register lists the phone number 01943 328165 and the website cathedralfp.co.uk for Cathedral Financial Planning (UK). If you were given different contact details, use these to check with the firm before going any further.
Is Cathedral Financial Planning (UK) a scam or clone?
Cathedral Financial Planning (UK) 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 Cathedral Financial Planning (UK)?
Protection works through 2 Plan Wealth Management Limited, the principal firm responsible for Cathedral Financial Planning (UK)'s regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Cathedral Financial Planning (UK)?
Companies House lists one person with significant control of Cathedral Financial Planning (UK): Mr Mauro Sergio Ivano Arcidiacono (75–100% of shares).
Who runs Cathedral Financial Planning (UK)?
Companies House lists one director of Cathedral Financial Planning (UK): Mauro Sergio Ivano Arcidiacono.
How long has Cathedral Financial Planning (UK) been in business?
The company was formed on 11 April 2014.
What do Cathedral Financial Planning (UK)’s latest accounts show?
Its latest accounts, to 30 April 2025, show net assets of £253 (up £26 from £227).

Sources and links

The full report on Cathedral Financial Planning (UK) Ltd

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