Generational Wealth Management (IFA) Ltd

Reference number: 918757

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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.
  • Generational Wealth Management (IFA) Ltd (FRN 918757) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Generational Wealth Management (IFA)'s services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Generational Wealth Management (IFA), 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

    01732 647111

  • Address

    Stag House, Dorset Street, Sevenoaks, Kent, CN13 1LL, United Kingdom

In the full report: 2 background checks

  • What kind of line 01732 647111 is
  • Who else gives the postcode CN13 1LL
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Other names (2)

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

  • Generation Wealth Management Trading name
  • Generational Wealth Management Ltd 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.

Key dates in its history

Generational Wealth Management (IFA)’s history from the FCA register and Companies House, newest first.

2023

17 January 2023

  • Changed its registered name from "Generational Wealth Management Ltd"
  • Began trading as "Generation Wealth Management"

FCA register

2019

24 December 2019

  • Became an appointed representative

FCA register

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

Firms like Generational Wealth Management (IFA)

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

In Sevenoaks

Cole Financial Associates LimitedSevenoaksAppointed representativeGreenfort Private Wealth LtdSevenoaksAppointed representativeGrey Parrot Group LtdSevenoaksAppointed representativeJames ReidSevenoaksAppointed representativeKey Financial Wealth Management LtdSevenoaksAppointed representativeNh Wealth LtdSevenoaksAppointed 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 Generational Wealth Management (IFA)

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

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

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Frequently asked questions about this firm

Is Generational Wealth Management (IFA) Ltd FCA authorised?
Generational Wealth Management (IFA) Ltd (FRN 918757) 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 Generational Wealth Management (IFA)?
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. Generational Wealth Management (IFA) Ltd (FRN 918757) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Generational Wealth Management (IFA)'s services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Generational Wealth Management (IFA), 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 Generational Wealth Management (IFA)’s phone number?
The FCA register lists the phone number 01732 647111 for Generational Wealth Management (IFA). If you were given different contact details, use these to check with the firm before going any further.
Is Generational Wealth Management (IFA) a scam or clone?
Generational Wealth Management (IFA) 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 Generational Wealth Management (IFA)?
Protection works through 2 Plan Wealth Management Limited, the principal firm responsible for Generational Wealth Management (IFA)'s regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Does Generational Wealth Management (IFA) use any other names?
It trades as Generation Wealth Management. It has previously used the name Generational Wealth Management Ltd.

Sources and links

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