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.
- Appointed for under a year
- Protected through the principal
- No FCA actions
- Active company since 2026
- Its phone number is also given by a firm that is no longer authorised
- One of its directors is also a director of a firm that is no longer authorised
Responsible principal firm
2 Plan Wealth Management Limited Reference number: 461598 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.
- Copperfield Wealth Limited (FRN 1057097) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Copperfield Wealth's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Copperfield Wealth, 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.
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No website on the FCA register
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Phone number
Also given by a firm that is no longer authorised. Check you are dealing with the firm on this page.
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Address
41 Molivers Lane, Bromham, Bedford, Bedford, MK43 8LD, United Kingdom
In the full report: 2 background checks
- What kind of line 01908 567501 is, and the other firm that gives it
- Who else gives the postcode MK43 8LD
FCA permissions and consumer protection
- Protection through the principal firmProtection 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, 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
- 17238643 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 22 May 2026 (less than a year old)
- Registered office
- 41 Molivers Lane Bromham Park, Bedfordshire, MK43 8LD, United Kingdom
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Elizabeth Bone | Director | Mar 1992 | 22 May 2026 | None |
| John Bone | Director | Oct 1959 | 22 May 2026 | None |
| Victoria Bone | Director | Mar 1990 | 22 May 2026 | 1 other company |
Other companies run by these 3 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 company
- 1
- still active
- 1
- is FCA-registered
- 1
In the full report: all 1 company, named
- What each company does, and whether it is still trading
- Which of these 3 directors sit on each board, and since when
- Any that went into liquidation or administration
- The one on the FCA register, including one no longer authorised
Key dates in its history
Copperfield Wealth’s history from the FCA register and Companies House, newest first.
2026
2 June 2026
- Became an appointed representative
FCA register
22 May 2026
- Incorporated at Companies House
- John Bone became the majority owner (50–75% of shares)
Companies House
In the full report: all 7 events
- All 7 events in its history (3 shown here)
- Every director appointment and resignation: 3
Firms connected to Copperfield Wealth
Other FCA-listed firms that share a director, phone number or address with Copperfield Wealth. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 1
- no longer authorised
- 1
- share a director
- 1
In the full report: the connected firm, named
- How it is linked: shared directors (1), the same phone number (1)
- Who links it to this firm: the named directors, with dates
Firms like Copperfield Wealth
Other firms of the same type (financial adviser), nearest first.
In Bedford
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 Copperfield Wealth
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 7 events in its history
- 1 connected firm, named, and who links them
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Frequently asked questions about this firm
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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