Holt Financial Services Limited

Reference number: 652420

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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.
  • Holt Financial Services Limited (FRN 652420) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Holt Financial Services's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Holt Financial Services, 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

    01305 783666

  • Address

    Egdon Hall, Lynch Lane, Weymouth, Dorset, DT4 9DN, United Kingdom

In the full report: 2 background checks

  • What kind of line 01305 783666 is
  • Who else gives the postcode DT4 9DN
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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
08395743
Company status
Active
Company type
Private limited company
Incorporated
8 February 2013 (13 years old)
Registered office
G16 Lynch Lane Offices Egdon Hall, Lynch Lane, Weymouth, Dorset, DT4 9DN, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Benjamin Holt Director Oct 1975 8 Feb 2013 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Filed accounts and finances

Year to 30 April 2025Small company accountsNot audited

Net assets

£77.0k

−27% from £106k

Cash at bank

£12.2k

−19% from £15.1k

Employees (average)

3

Same as 3

Owed within a year

£20.7k

+689% from £2,620

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 to 2025
  • 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 08395743. 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

Holt Financial Services’s history from the FCA register and Companies House, newest first.

2016

6 April 2016

  • Benjamin Holt took control (75–100% of shares)

Companies House

2014

30 October 2014

  • Became an appointed representative
  • Began trading as "Holt Financial Services"

FCA register

2013

8 February 2013

  • Incorporated at Companies House
  • Benjamin Holt appointed as a director

Companies House

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

Firms connected to Holt Financial Services

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

connected firms
3
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 Holt Financial Services

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

In Weymouth

Chesil Financial Planning LtdWeymouthAppointed representativeNicholas Carroll & Financial Associates LimitedWeymouthAppointed representativeFemale Focussed Finance LtdWeymouthAuthorisedJames Young Associates LimitedWeymouthAuthorisedMoney Matters Financial Solutions LtdWeymouthAuthorisedMerit Financial Services LimitedWeymouthAuthorised

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 Holt Financial Services

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
  • 6 years of accounts, charted
  • All 5 events in its history
  • 3 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Holt Financial Services Limited FCA authorised?
Holt Financial Services Limited (FRN 652420) 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 Holt Financial Services?
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. Holt Financial Services Limited (FRN 652420) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Holt Financial Services's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Holt Financial Services, 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 Holt Financial Services’ phone number?
The FCA register lists the phone number 01305 783666 for Holt Financial Services. If you were given different contact details, use these to check with the firm before going any further.
Is Holt Financial Services a scam or clone?
Holt Financial Services 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 Holt Financial Services?
Protection works through 2 Plan Wealth Management Limited, the principal firm responsible for Holt Financial Services's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Holt Financial Services?
Companies House lists one person with significant control of Holt Financial Services: Mr Benjamin Holt (75–100% of shares).
Who runs Holt Financial Services?
Companies House lists one director of Holt Financial Services: Benjamin Holt.
How long has Holt Financial Services been in business?
The company was formed on 8 February 2013.
What do Holt Financial Services’ latest accounts show?
Its latest accounts, to 30 April 2025, show net assets of £77.0k (−27% from £106k) and cash at bank of £12.2k (−19% from £15.1k).

Sources and links

The full report on Holt Financial Services Limited

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