Maple&Rose Wealth Management Ltd

Reference number: 1015179

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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.
  • Maple&Rose Wealth Management Ltd (FRN 1015179) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Maple&Rose Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Maple&Rose Wealth 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

    07901 172090

  • Address

    19 Pointon Lane, Ashby-De-La-Zouch, Leicestershire, LE65 2RS, United Kingdom

In the full report: 2 background checks

  • What kind of line 07901 172090 is
  • Who else gives the postcode LE65 2RS
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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
15677011
Company status
Active
Company type
Private limited company
Incorporated
24 April 2024 (2 years old)
Registered office
19 Pointon Lane, Ashby-De-La-Zouch, LE65 2RS, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Chantal Allain Director May 1975 24 Apr 2024 None
Simon Craig Daniels Director Jan 1978 24 Apr 2024 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
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Filed accounts and finances

Year to 30 April 2025Micro-entity accountsNot audited

Net assets

£858

No earlier figure to compare

Employees (average)

0

No earlier figure to compare

Owed within a year

£1,965

No earlier figure to compare

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 15677011. 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

Maple&Rose Wealth Management’s history from the FCA register and Companies House, newest first.

2024

9 July 2024

  • Became an appointed representative

FCA register

24 April 2024

  • Incorporated at Companies House
  • Chantal Allain became a part-owner (25–50% of shares)
  • Simon Craig Daniels became a part-owner (25–50% of shares)
  • Chantal Allain appointed as a director
  • Simon Craig Daniels appointed as a director

Companies House

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

Firms like Maple&Rose Wealth Management

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

In Ashby-De-La-Zouch

Alastair MayAshby-De-La-ZouchAppointed representativeBleathwood IFA LtdAshby-de-la-ZouchAppointed representativeLH Financial Planning LimitedAshby-de-la-ZouchAppointed representativeThree Financial Planning LimitedAshby-De-La-ZouchAppointed representativeCastri WM LimitedAshby-De-La-ZouchAuthorisedGratitude Financial Planning LimitedAshby-De-La-ZouchAuthorised

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 Maple&Rose Wealth Management

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
  • All 6 events in its history

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Frequently asked questions about this firm

Is Maple&Rose Wealth Management Ltd FCA authorised?
Maple&Rose Wealth Management Ltd (FRN 1015179) 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 Maple&Rose Wealth 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. Maple&Rose Wealth Management Ltd (FRN 1015179) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Maple&Rose Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Maple&Rose Wealth 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 Maple&Rose Wealth Management’s phone number?
The FCA register lists the phone number 07901 172090 for Maple&Rose Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Maple&Rose Wealth Management a scam or clone?
Maple&Rose Wealth 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 Maple&Rose Wealth Management?
Protection works through 2 Plan Wealth Management Limited, the principal firm responsible for Maple&Rose Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Maple&Rose Wealth Management?
Companies House lists 2 people with significant control of Maple&Rose Wealth Management: Ms Chantal Allain (25–50% of shares) and Mr Simon Craig Daniels (25–50% of shares).
Who runs Maple&Rose Wealth Management?
Companies House lists 2 directors of Maple&Rose Wealth Management: Chantal Allain and Simon Craig Daniels.
How long has Maple&Rose Wealth Management been in business?
The company was formed on 24 April 2024.
What do Maple&Rose Wealth Management’s latest accounts show?
Its latest accounts, to 30 April 2025, show net assets of £858 (no earlier figure to compare).

Sources and links

The full report on Maple&Rose Wealth Management Ltd

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