Introducer appointed representative
This firm can only introduce you to its principal, and cannot give financial advice, recommend products, or arrange deals alone.
- Appointed for 19 years
- Protected through the principal
- No FCA actions
- Active company since 2000
- Accounts filed up to 31 March 2019
- Its whole board of directors changed in September 2025
Responsible principal firm
MEDICAL INSURANCE CONSULTANTS LTD. Reference number: 309026 View firm →What does this mean?
- An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own.
- Codeplan Ltd (FRN 463311) introduces customers to MEDICAL INSURANCE CONSULTANTS LTD. (FRN 309026). Any regulated advice or arranging is done by the principal, not Codeplan.
- Example: if Codeplan refers you to a financial adviser, the advice should come from the principal firm, not from Codeplan itself.
- 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.
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No website on the FCA register
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Phone number
-
Address
Elm Tree House, Bodmin Street, Holsworthy, Devon, EX22 6BB, United Kingdom
In the full report: 2 background checks
- What kind of line 01935 424085 is, and the 2 other firms that give it
- Who else gives the postcode EX22 6BB
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Medical Insurance Consultants Ltd., 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, freeYou 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
- 03927086 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 16 February 2000 (26 years old)
- Registered office
- 3rd Floor 2 Glass Wharf, Bristol, BS2 0EL, United Kingdom
- Nature of business
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- Dental practice activities (SIC 86230)
- Activities of business and employers membership organisations (SIC 94110)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Benjamin William Betts (Dr) | Director | May 1983 | 14 Aug 2025 | 37 other companies |
| Tom Cornwell | Director | Feb 1982 | 8 Sep 2025 | 32 other companies |
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
- 37
- closed down
- 1
- went insolvent
- 11
In the full report: all 37 companies, named
- What each company does, and whether it is still trading
- Which of these 2 directors sit on each board, and since when
- The 11 that went into liquidation or administration
- The one on the FCA register, including one no longer authorised
- The 32 companies these 2 directors run together
- All 12 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£1.22m
+65% from £738k
Cash at bank
£1.53m
+105% from £746k
Employees (average)
26
+73% from 15
Owed within a year
£579k
+51% from £383k
Assets and liabilities
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 03927086. 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
Codeplan’s history from the FCA register and Companies House, newest first.
2025
8 September 2025
- Board replaced: both directors left and 2 new directors took over
Companies House
2019
15 November 2019
- Agilio Software Bidco Limited gained significant control
- Paul Francis Mendlesohn gave up control
Companies House
2016
6 April 2016
- Paul Francis Mendlesohn took control (75–100% of shares)
Companies House
2007
1 February 2007
- Became an introducer appointed representative
FCA register
2000
16 February 2000
- Incorporated at Companies House
Companies House
In the full report: all 27 events
- All 27 events in its history (6 shown here)
- Every director appointment and resignation: 20
Firms connected to Codeplan
Other FCA-listed firms that share a director, phone number or address with Codeplan. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 4
- share a director
- 1
- share its phone number
- 2
In the full report: all 4 connected firms, named
- How each is linked: shared directors (1), the same phone number (2), the same postcode (1)
- Who links each one: the named directors, with dates
Firms like Codeplan
Other firms of the same type (dental or medical practice), nearest first.
In the Exeter (EX) postcode area
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 Codeplan
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 37 other companies its directors have run, named
- 2 background checks on its contact details
- All 27 events in its history
- 4 connected firms, named, and who links them
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Frequently asked questions about this firm
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What does introducer appointed representative mean for Codeplan?
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Who owns Codeplan?
Who runs Codeplan?
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What do Codeplan’s latest accounts show?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk