Eighteen Wealth Planning Limited

Reference number: 811892

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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

Vision Independent Financial Planning Ltd Reference number: 487395 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.
  • Eighteen Wealth Planning Limited (FRN 811892) is an AR of Vision Independent Financial Planning Ltd (FRN 487395). When you use Eighteen Wealth Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Eighteen 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

    07502 433444

  • Address

    Suite1, Office 1, Mitchell House, Brook Avenue, Warsash, Southampton, Hampshire, SO31 9HP, United Kingdom

In the full report: 2 background checks

  • What kind of line 07502 433444 is
  • Who else gives the postcode SO31 9HP
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Vision Independent Financial Planning 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, 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
11312571
Company status
Active
Company type
Private limited company
Incorporated
16 April 2018 (8 years old)
Registered office
Basepoint Business Centre C/O Tony Brown Accountancy Solutions Limited, 1 Winnall Valley Road, Winchester, Hampshire, SO23 0LD, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Mark John Holmes Director Aug 1975 16 Apr 2018 None
Andrea Jane Holmes Director Nov 1977 21 Jan 2019 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
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Filed accounts and finances

Year to 31 March 2026Micro-entity accountsNot audited

Net assets

£58.6k

No earlier figure to compare

Employees (average)

1

Same as 1

Owed within a year

£35.6k

+41% from £25.2k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2020 to 2026
  • The chart, over every year
  • Every filed figure, year by year
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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 11312571. 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

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

2019

22 January 2019

  • Andrea Jane Holmes became a part-owner (25–50% of shares)

Companies House

21 January 2019

  • Andrea Jane Holmes appointed as a director

Companies House

2018

19 June 2018

  • Became an appointed representative

FCA register

16 April 2018

  • Incorporated at Companies House
  • Mark John Holmes took control (75–100% of shares)
  • Mark John Holmes appointed as a director

Companies House

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

Firms connected to Eighteen Wealth Planning

Other FCA-listed firms that share a director, phone number or address with Eighteen Wealth Planning. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
3
no longer authorised
1
share its postcode
3

In the full report: all 3 connected firms, named

  • How each is linked: the same postcode (3)
  • Who links each one: the named directors, with dates
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Firms like Eighteen Wealth Planning

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

In Southampton

Alisha RamazannezhadSouthamptonAppointed representativeBligh Financial Management LtdSouthamptonAppointed representativeBritstone Finance LtdSouthamptonAppointed representativeClinton Kennard Associates LtdSouthamptonAppointed representativeColin ChandlerSouthamptonAppointed representativeCompass Personal Finance LtdSouthamptonAppointed 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 Eighteen Wealth 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
  • 7 years of accounts, charted
  • All 6 events in its history
  • 3 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Eighteen Wealth Planning Limited FCA authorised?
Eighteen Wealth Planning Limited (FRN 811892) 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 Eighteen 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. Eighteen Wealth Planning Limited (FRN 811892) is an AR of Vision Independent Financial Planning Ltd (FRN 487395). When you use Eighteen Wealth Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Eighteen 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 Eighteen Wealth Planning’s phone number?
The FCA register lists the phone number 07502 433444 for Eighteen Wealth Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Eighteen Wealth Planning a scam or clone?
Eighteen 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 Eighteen Wealth Planning?
Protection works through Vision Independent Financial Planning Ltd, the principal firm responsible for Eighteen Wealth Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Eighteen Wealth Planning?
Companies House lists 2 people with significant control of Eighteen Wealth Planning: Mr Mark John Holmes (75–100% of shares) and Mrs Andrea Jane Holmes (25–50% of shares).
Who runs Eighteen Wealth Planning?
Companies House lists 2 directors of Eighteen Wealth Planning: Mark John Holmes and Andrea Jane Holmes.
How long has Eighteen Wealth Planning been in business?
The company was formed on 16 April 2018.
What do Eighteen Wealth Planning’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £58.6k (no earlier figure to compare).

Sources and links

The full report on Eighteen Wealth Planning Limited

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