Cornerstone Wealth Planning Limited

Reference number: 1010387

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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.
  • Cornerstone Wealth Planning Limited (FRN 1010387) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Cornerstone Wealth Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Cornerstone Wealth 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

    07973 342814

  • Address

    The Coach House, Nettleworth Manor, Leeming Lane North, Mansfield Woodhouse, Mansfield, Nottinghamshire, NG19 8LJ, United Kingdom

In the full report: 2 background checks

  • What kind of line 07973 342814 is
  • Who else gives the postcode NG19 8LJ
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Other names (1)

If you were contacted under any of these names, it is this firm.

  • Double 0 Seven Limited Former name

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
09883335
Company status
Active
Company type
Private limited company
Incorporated
23 November 2015 (10 years old)
Registered office
The Coach House Leeming Lane North, Mansfield Woodhouse, Mansfield, Nottinghamshire, NG19 8LJ, England
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Mitchel James Hopkinson Director Aug 1968 23 Nov 2015 7 other companies
Richard Jonathan Withers Secretary Not published 17 May 2024 –

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
7
closed down
3
still active
4

In the full report: all 7 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
  • All 2 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 November 2025Small company accountsNot audited

Net assets

−£60.1k

No earlier figure to compare

Cash at bank

£87.8k

−41% from £149k

Employees (average)

8

+14% from 7

Net assets are negative: on its last balance sheet the company owed £60.1k more than it owned.

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
Instant PDF download
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 09883335. 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

Cornerstone Wealth Planning’s history from the FCA register and Companies House, newest first.

Key events (6) All events (9)

2024

19 April 2024

  • Changed its registered name from "Double 0 Seven Limited"

FCA register

16 April 2024

  • Became an appointed representative

FCA register

12 January 2024

  • Joanne Hopkinson stopped being a part-owner

Companies House

2016

6 April 2016

  • Joanne Hopkinson became a part-owner (25–50% of shares)
  • Mitchel James Hopkinson became a part-owner (25–50% of shares)

Companies House

2015

23 November 2015

  • Incorporated at Companies House

Companies House

In the full report: all 9 events

  • All 9 events in its history (6 shown here)
  • Every director appointment and resignation: 3
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Firms like Cornerstone Wealth Planning

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

In Mansfield

CWM Wealth Management LimitedMansfieldAppointed representativeFrances FordMansfieldAppointed representativeHall-Ward IFA LtdMansfieldAppointed representativeKiss Mortgages LtdMansfieldAppointed representativeM D Slack Wealth Management LtdMansfieldAppointed representativeStronghold Legacy Planning LtdMansfieldAppointed 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 Cornerstone Wealth Planning

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

  • 7 other companies its directors have run, named
  • 2 background checks on its contact details
  • 7 years of accounts, charted
  • All 9 events in its history

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Frequently asked questions about this firm

Is Cornerstone Wealth Planning Limited FCA authorised?
Cornerstone Wealth Planning Limited (FRN 1010387) 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 Cornerstone Wealth 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. Cornerstone Wealth Planning Limited (FRN 1010387) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Cornerstone Wealth Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Cornerstone Wealth 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 Cornerstone Wealth Planning’s phone number?
The FCA register lists the phone number 07973 342814 for Cornerstone Wealth Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Cornerstone Wealth Planning a scam or clone?
Cornerstone Wealth 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 Cornerstone Wealth Planning?
Protection works through 2 Plan Wealth Management Limited, the principal firm responsible for Cornerstone Wealth Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Cornerstone Wealth Planning?
Companies House lists one person with significant control of Cornerstone Wealth Planning: Mr Mitchel James Hopkinson (25–50% of shares). Before that, it was controlled by Mrs Joanne Hopkinson.
Who runs Cornerstone Wealth Planning?
Companies House lists one director of Cornerstone Wealth Planning: Mitchel James Hopkinson.
How long has Cornerstone Wealth Planning been in business?
The company was formed on 23 November 2015.
What do Cornerstone Wealth Planning’s latest accounts show?
Its latest accounts, to 30 November 2025, show net assets of −£60.1k (no earlier figure to compare) and cash at bank of £87.8k (−41% from £149k).
Does Cornerstone Wealth Planning use any other names?
It has previously used the name Double 0 Seven Limited.

Sources and links

The full report on Cornerstone Wealth Planning Limited

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