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.
- Appointed for 21 years
- Protected through the principal
- No FCA actions
- Active company since 2009
- Accounts filed up to 31 March 2026
Responsible principal firm
2 Plan Wealth Management Limited Reference number: 461598 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.
- HORIZON FINANCIAL MANAGEMENT LTD. (FRN 424740) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use HORIZON FINANCIAL MANAGEMENT's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from HORIZON FINANCIAL MANAGEMENT, 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.
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No website on the FCA register
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Phone number
-
Address
Alanbrooke House, Castlereagh Business Park, 478 Castlereagh Road, Belfast, BT5 6BQ, United Kingdom
In the full report: 2 background checks
- What kind of line 028 9066 6860 is
- Who else gives the postcode BT5 6BQ
Other names (8)
If you were contacted under any of these names, it is this firm.
- David McAuley Former name: A name it was registered under before.
- McAuley Financial Limited Former name: A name it was registered under before.
- McAuley Financial Ltd Former name: A name it was registered under before.
- McAuley Financial @ Newforge Former name: A name it was registered under before.
- McAuley Financial @ Newforge Ltd Former name: A name it was registered under before.
- Membership Plus Financial Services Former trading name: A name it used to trade under.
- Membership Plus Mortgage Services Former trading name: A name it used to trade under.
- Police Clubs Financial Former trading name: A name it used to trade under.
FCA permissions and consumer protection
- Protection through the principal firmProtection 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, freeYou 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
- NI601395 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 23 November 2009 (16 years old)
- Registered office
- Alanbrooke House Castlereagh Business Park, 478 Castlereagh Road, Belfast, County Down, BT5 6BQ, Northern Ireland
- Nature of business
-
- Other activities auxiliary to insurance and pension funding (SIC 66290)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Adam James Reading | Director | Jun 1980 | 23 Nov 2009 | 2 other companies |
| Joel Stafford-Barton | Director | Jun 1985 | 1 Jul 2020 | 3 other companies |
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 companies
- 3
- still active
- 3
- run together
- 2
In the full report: all 3 companies, 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 2 companies these 2 directors run together
- All 4 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£145k
+2.1% from £142k
Cash at bank
£291k
+38% from £211k
Employees (average)
10
+11% from 9
Owed within a year
£1.71m
+158% from £662k
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
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 NI601395. 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
Horizon Financial Management’s history from the FCA register and Companies House, newest first.
2026
16 June 2026
- Changed its registered name from "HORIZON FINANCIAL MANAGEMENT LTD"
FCA register
2025
1 October 2025
- Changed its registered name from "McAuley Financial Limited"
FCA register
2023
23 November 2023
- Changed its registered name from "McAuley Financial Ltd"
FCA register
2018
24 September 2018
- Adam James Reading stopped being a part-owner
- Apek Investments Limited took control (75–100% of shares)
- David Alexander Terence McAuley stopped being the majority owner
Companies House
23 March 2018
- Laureen McAuley stopped being a part-owner
Companies House
2016
23 November 2016
- Changed its registered name from "McAuley Financial @ Newforge Ltd"
FCA register
6 April 2016
- Adam James Reading became a part-owner (25–50% of shares)
- David Alexander Terence McAuley became the majority owner (50–75% of shares)
- Laureen McAuley became a part-owner (25–50% of shares)
Companies House
2015
9 March 2015
- Changed its registered name from "David McAuley"
FCA register
2013
12 August 2013
- Changed its registered name from "McAuley Financial @ Newforge"
FCA register
2009
23 November 2009
- Incorporated at Companies House
Companies House
2005
26 January 2005
- Became an appointed representative
FCA register
In the full report: all 29 events
- All 29 events in its history (15 shown here)
- Every director appointment and resignation: 6
Firms connected to Horizon Financial Management
Other FCA-listed firms that share a director, phone number or address with Horizon Financial Management. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 2
- share its postcode
- 2
In the full report: all 2 connected firms, named
- How each is linked: the same postcode (2)
- Who links each one: the named directors, with dates
Firms like Horizon Financial Management
Other firms of the same type (financial adviser), nearest first.
In the Belfast (BT) postcode area
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 Horizon Financial Management
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 3 other companies its directors have run, named
- 2 background checks on its contact details
- 7 years of accounts, charted
- All 29 events in its history
- 2 connected firms, named, and who links them
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk