Martin Roden Financial Services Limited

Reference number: 226282

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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.
  • Martin Roden Financial Services Limited (FRN 226282) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Martin Roden Financial Services's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Martin Roden 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

    01379 646191

  • Address

    4 Spiers Hill, Wortham, Diss, Suffolk, IP22 1RE, United Kingdom

In the full report: 2 background checks

  • What kind of line 01379 646191 is
  • Who else gives the postcode IP22 1RE
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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
04782276
Company status
Active
Company type
Private limited company
Incorporated
30 May 2003 (23 years old)
Registered office
Market House, 21 Lenten Street, Alton, Hampshire, GU34 1HG
Nature of business
  • Other business support service activities not elsewhere classified (SIC 82990)

Directors and company secretaries

Name Role Born Appointed Other companies
Martin Leslie Roden Director Oct 1951 30 May 2003 2 other companies
Timothy Peter Roden Director May 1982 12 Apr 2018 None
Barbara Ann Roden Secretary Not published 30 May 2003 –

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
2
closed down
1
still active
1

In the full report: all 2 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
  • All 3 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 May 2026Small company accountsNot audited

Total equity

£96.2k

+3.4% from £93.0k

Cash at bank

£110k

+2.3% from £108k

Employees (average)

4

Same as 4

Owed within a year

£17.8k

−5.4% from £18.8k

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
Instant PDF download
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 04782276. 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

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

2018

12 April 2018

  • Timothy Peter Roden appointed as a director

Companies House

2016

1 July 2016

  • Martin Leslie Roden became the majority owner (50–75% of shares)

Companies House

2003

11 July 2003

  • Became an appointed representative

FCA register

30 May 2003

  • Incorporated at Companies House
  • Martin Leslie Roden appointed as a director

Companies House

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

Firms like Martin Roden Financial Services

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

In Diss

Beckford & Lewis Financial Planning LtdDissAppointed representativeKM Wealth Management LtdDissAppointed representativeRobert Beck Financial Services LimitedDissAppointed representativeDg Financial Services LimitedDissAuthorisedMoneymatters 2 U UK LimitedDissAuthorisedPls Financial Services LimitedDissAuthorised

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 Martin Roden Financial Services

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 2 other companies its directors have run, named
  • 2 background checks on its contact details
  • 7 years of accounts, charted
  • All 5 events in its history

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Frequently asked questions about this firm

Is Martin Roden Financial Services Limited FCA authorised?
Martin Roden Financial Services Limited (FRN 226282) 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 Martin Roden 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. Martin Roden Financial Services Limited (FRN 226282) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Martin Roden Financial Services's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Martin Roden 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 Martin Roden Financial Services’ phone number?
The FCA register lists the phone number 01379 646191 for Martin Roden Financial Services. If you were given different contact details, use these to check with the firm before going any further.
Is Martin Roden Financial Services a scam or clone?
Martin Roden 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 Martin Roden Financial Services?
Protection works through 2 Plan Wealth Management Limited, the principal firm responsible for Martin Roden Financial Services's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Martin Roden Financial Services?
Companies House lists one person with significant control of Martin Roden Financial Services: Mr Martin Leslie Roden (50–75% of shares).
Who runs Martin Roden Financial Services?
Companies House lists 2 directors of Martin Roden Financial Services: Martin Leslie Roden and Timothy Peter Roden.
How long has Martin Roden Financial Services been in business?
The company was formed on 30 May 2003.
What do Martin Roden Financial Services’ latest accounts show?
Its latest accounts, to 31 May 2026, show total equity of £96.2k (+3.4% from £93.0k) and cash at bank of £110k (+2.3% from £108k).

Sources and links

The full report on Martin Roden Financial Services Limited

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