Holmfield Wealth Management (UK) Limited

Reference number: 1052575

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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.
  • Holmfield Wealth Management(UK) Limited (FRN 1052575) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Holmfield Wealth Management(UK)'s services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Holmfield Wealth Management(UK), 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

    07490 762760

  • Address

    holmfield Wealth Management, Business Box, 3 Oswin Road, Leicester, Leicester, LE3 1HR, United Kingdom

In the full report: 2 background checks

  • What kind of line 07490 762760 is
  • Who else gives the postcode LE3 1HR
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Other names (1)

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

  • holmfield. Wealth Management Trading 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
16525395
Company status
Active
Company type
Private limited company
Incorporated
17 June 2025 (1 year old)
Registered office
The Business Box, 3 Oswin Road, Leicester, LE3 1HR, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
  • Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name Role Born Appointed Other companies
David Andrew Sharp Director Jun 1989 17 Jun 2025 1 other company
Leanne Angela Sharp Director Jul 1989 17 Jun 2025 1 other company

Other companies run by these 2 directors

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
closed down
1
run together
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 1 company these 2 directors run together
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Key dates in its history

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

Key events (4) All events (7)

2026

1 April 2026

  • Became an appointed representative

FCA register

2025

17 June 2025

  • Incorporated at Companies House
  • David Andrew Sharp became a part-owner (25–50% of shares)
  • Leanne Angela Sharp became a part-owner (25–50% of shares)

Companies House

In the full report: all 7 events

  • All 7 events in its history (4 shown here)
  • Every director appointment and resignation: 2
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Firms connected to Holmfield Wealth Management (UK)

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

connected firms
5
no longer authorised
1
share its postcode
5

In the full report: all 5 connected firms, named

  • How each is linked: the same postcode (5)
  • Who links each one: the named directors, with dates
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Firms like Holmfield Wealth Management (UK)

Other firms of the same type (insurance broker), nearest first.

In Leicester

Albany Insurance Brokers LimitedLeicesterAppointed representativeAncasure LtdLeicesterAppointed representativeAsttor LimitedLeicesterAppointed representativeBespoke Benefit Solutions LimitedLeicesterAppointed representativeBradcaster Insurance Brokers LtdLeicesterAppointed representativeBrokerbility Information Gateway LtdLeicesterAppointed 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 Holmfield Wealth Management (UK)

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
  • All 7 events in its history
  • 5 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Holmfield Wealth Management (UK) Limited FCA authorised?
Holmfield Wealth Management (UK) Limited (FRN 1052575) 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 Holmfield Wealth Management (UK)?
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. Holmfield Wealth Management (UK) Limited (FRN 1052575) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Holmfield Wealth Management (UK)'s services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Holmfield Wealth Management (UK), 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 Holmfield Wealth Management (UK)’s phone number?
The FCA register lists the phone number 07490 762760 for Holmfield Wealth Management (UK). If you were given different contact details, use these to check with the firm before going any further.
Is Holmfield Wealth Management (UK) a scam or clone?
Holmfield Wealth Management (UK) 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 Holmfield Wealth Management (UK)?
Protection works through 2 Plan Wealth Management Limited, the principal firm responsible for Holmfield Wealth Management (UK)'s regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Holmfield Wealth Management (UK)?
Companies House lists 2 people with significant control of Holmfield Wealth Management (UK): Mr David Andrew Sharp (25–50% of shares) and Mrs Leanne Angela Sharp (25–50% of shares).
Who runs Holmfield Wealth Management (UK)?
Companies House lists 2 directors of Holmfield Wealth Management (UK): David Andrew Sharp and Leanne Angela Sharp.
How long has Holmfield Wealth Management (UK) been in business?
The company was formed on 17 June 2025.
Does Holmfield Wealth Management (UK) use any other names?
It trades as holmfield. Wealth Management.

Sources and links

The full report on Holmfield Wealth Management (UK) Limited

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