Derek Fordham

Reference number: 165322

Instant download

Appointed representative

Derek Fordham does not hold FCA authorisation of their own, and acts under a principal firm, which is legally responsible for their regulated business.

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.
  • Derek Fordham (FRN 165322) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Derek Fordham's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Derek Fordham, 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 moneyexplained.com first appeared online, and whether it can receive email
  • What kind of line 020 8877 3443 is
  • Who else gives the postcode SW18 3NH
Instant PDF download
Other names (1)

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

  • Morley Fordham Trading name: A name it trades under now.

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.

Key dates in its history

Derek Fordham’s history from the FCA register and Companies House, newest first.

2023

1 November 2023

  • Changed its registered name from "Morley Fordham"
  • Began trading as "Morley Fordham"

FCA register

1997

9 May 1997

  • Became an appointed representative

FCA register

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

Firms like Derek Fordham

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

In London

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 Derek Fordham

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

  • 3 background checks on its contact details
  • All 3 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Derek Fordham FCA authorised?
Derek Fordham (FRN 165322) 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 Derek Fordham?
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. Derek Fordham (FRN 165322) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Derek Fordham's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Derek Fordham, 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 Derek Fordham’s phone number and website?
The FCA register lists the phone number 020 8877 3443 and the website MoneyExplained.com for Derek Fordham. If you were given different contact details, use these to check with the firm before going any further.
Is Derek Fordham a scam or clone?
Derek Fordham 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 Derek Fordham?
Protection works through 2 Plan Wealth Management Limited, the principal firm responsible for Derek Fordham's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Does Derek Fordham use any other names?
It trades as Morley Fordham.

Sources and links

The full report on Derek Fordham

£19.99 · Instant PDF download

Loading secure checkout…