Holberg Limited

Reference number: 187259

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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.
  • Holberg Limited (FRN 187259) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Holberg's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Holberg, 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

    01264 514614

  • Address

    Unit 2, Walworth Enterprise Centre, Duke Close, West Way, Andover, Hampshire, SP10 5AP, United Kingdom

In the full report: 2 background checks

  • What kind of line 01264 514614 is
  • Who else gives the postcode SP10 5AP
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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
03573780
Company status
Active
Company type
Private limited company
Incorporated
2 June 1998 (28 years old)
Registered office
3 New Cottages, Furzedown Lane, Amport, Andover, Hampshire, SP11 8BQ
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Paul Julian Holdsworth Director Feb 1964 3 Jun 1998 1 other company
Julia Jean Holdsworth Secretary Not published 3 Jun 1998 –

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 company
1
still active
1

In the full report: all 1 company, 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 April 2026Small company accountsNot audited

Employees (average)

2

Same as 2

In the full report: all 8 years of accounts

  • Every year from 2019 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 03573780. 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

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

2016

6 April 2016

  • Paul Julian Holdsworth took control (75–100% of shares)

Companies House

1998

3 June 1998

  • Paul Julian Holdsworth appointed as a director

Companies House

2 June 1998

  • Incorporated at Companies House

Companies House

1 June 1998

  • Became an appointed representative

FCA register

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

Firms like Holberg

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

In Andover

Colin WhitehouseAndoverAppointed representativeKingsmead Wealth LtdAndoverAppointed representativeMartyn LloydAndoverAppointed representativeRichard Pearce Wealth Management LtdAndoverAppointed representativeTemplegate Financial Planning LtdAndoverAppointed representativeCMD Independent Financial Advisers LimitedAndoverAuthorised

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 Holberg

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
  • 8 years of accounts, charted
  • All 4 events in its history

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Frequently asked questions about this firm

Is Holberg Limited FCA authorised?
Holberg Limited (FRN 187259) 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 Holberg?
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. Holberg Limited (FRN 187259) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Holberg's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Holberg, 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 Holberg’s phone number?
The FCA register lists the phone number 01264 514614 for Holberg. If you were given different contact details, use these to check with the firm before going any further.
Is Holberg a scam or clone?
Holberg 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 Holberg?
Protection works through 2 Plan Wealth Management Limited, the principal firm responsible for Holberg's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Holberg?
Companies House lists one person with significant control of Holberg: Mr Paul Julian Holdsworth (75–100% of shares).
Who runs Holberg?
Companies House lists one director of Holberg: Paul Julian Holdsworth.
How long has Holberg been in business?
The company was formed on 2 June 1998.
What do Holberg’s latest accounts show?

Sources and links

The full report on Holberg Limited

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