Lancaster Hill Investment Management

Reference number: 181211

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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.
  • Lancaster Hill Investment Management (FRN 181211) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Lancaster Hill Investment Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Lancaster Hill Investment 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.

  • No website on the FCA register

  • Phone number

    01304 832722

  • Address

    The Paddocks, Meadow View Road, Shepherdswell, Dover, Kent, CT15 7PL, United Kingdom

In the full report: 2 background checks

  • What kind of line 01304 832722 is
  • Who else gives the postcode CT15 7PL
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Other names (1)

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

  • Lancaster Hill Investment Management (197) 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

Lancaster Hill Investment Management’s history from the FCA register and Companies House, newest first.

2023

8 November 2023

  • Changed its registered name from "Lancaster Hill Investment Management (197)"

FCA register

1996

1 October 1996

  • Became an appointed representative

FCA register

Firms like Lancaster Hill Investment Management

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

In Dover

Tipping and Webb LtdDoverAppointed representativeBlack & White Financial Planning LtdDoverAuthorisedMayfield Financial Services LimitedDoverAuthorisedMeridian Financial Planning LimitedDoverAuthorised

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 Lancaster Hill Investment Management

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

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Frequently asked questions about this firm

Is Lancaster Hill Investment Management FCA authorised?
Lancaster Hill Investment Management (FRN 181211) 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 Lancaster Hill Investment Management?
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. Lancaster Hill Investment Management (FRN 181211) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Lancaster Hill Investment Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Lancaster Hill Investment 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.
What is Lancaster Hill Investment Management’s phone number?
The FCA register lists the phone number 01304 832722 for Lancaster Hill Investment Management. If you were given different contact details, use these to check with the firm before going any further.
Is Lancaster Hill Investment Management a scam or clone?
Lancaster Hill Investment Management 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 Lancaster Hill Investment Management?
Protection works through 2 Plan Wealth Management Limited, the principal firm responsible for Lancaster Hill Investment Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Does Lancaster Hill Investment Management use any other names?
It has previously used the name Lancaster Hill Investment Management (197).

Sources and links

The full report on Lancaster Hill Investment Management

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