Clear Financial Planning Ltd

Reference number: 1052574

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.

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.
  • Clear Financial Planning Ltd (FRN 1052574) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Clear Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Clear 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

    07760 886364

  • Address

    Studio 4, Ground Floor, Sir James Clark Building, Abbey Mill Business Centre, Paisley, Renfrewshire, PA1 1TJ, Scotland

In the full report: 2 background checks

  • What kind of line 07760 886364 is
  • Who else gives the postcode PA1 1TJ
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 number
SC852296
Company status
Active
Company type
Private limited company
Incorporated
16 June 2025 (1 year old)
Registered office
Studio 4, Ground Floor Sir James Clark Building, Abbey Mill Business Centre, Paisley, Renfrewshire, PA1 1TJ, Scotland
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Adam Thomas Martin Director Mar 1982 16 Jun 2025 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
Instant PDF download

Key dates in its history

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

2026

31 March 2026

  • Became an appointed representative

FCA register

2025

16 June 2025

  • Incorporated at Companies House
  • Adam Thomas Martin took control (75–100% of shares)
  • Adam Thomas Martin appointed as a director

Companies House

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

Firms like Clear Financial Planning

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

In Paisley

Advanced Financial Strategies LtdPaisleyAppointed representativeCNB Wealth Management LimitedPaisleyAppointed representativeEvergreen Financial Advice LimitedPaisleyAppointed representativeGarthland Wealth LimitedPaisleyAppointed representativeLockhart Grey Financial Planning LtdPaisleyAppointed representativeNorth of Scotland Financial Services LtdPaisleyAppointed 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 Clear 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
  • All 4 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Clear Financial Planning Ltd FCA authorised?
Clear Financial Planning Ltd (FRN 1052574) 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 Clear 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. Clear Financial Planning Ltd (FRN 1052574) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Clear Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Clear 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 Clear Financial Planning’s phone number?
The FCA register lists the phone number 07760 886364 for Clear Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Clear Financial Planning a scam or clone?
Clear 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 Clear Financial Planning?
Protection works through 2 Plan Wealth Management Limited, the principal firm responsible for Clear Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Clear Financial Planning?
Companies House lists one person with significant control of Clear Financial Planning: Mr Adam Thomas Martin (75–100% of shares).
Who runs Clear Financial Planning?
Companies House lists one director of Clear Financial Planning: Adam Thomas Martin.
How long has Clear Financial Planning been in business?
The company was formed on 16 June 2025.

Sources and links

The full report on Clear Financial Planning Ltd

£19.99 · Instant PDF download

Loading secure checkout…