Mitchell Private Clients Limited

Reference number: 948369

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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.
  • Mitchell Private Clients Limited (FRN 948369) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Mitchell Private Clients's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Mitchell Private Clients, 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

    07515 927340

  • Address

    1 Oakwood Park, Nutley, Uckfield, East Sussex, TN22 3NB, United Kingdom

In the full report: 2 background checks

  • What kind of line 07515 927340 is
  • Who else gives the postcode TN22 3NB
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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
12369535
Company status
Active
Company type
Private limited company
Incorporated
18 December 2019 (6 years old)
Registered office
49 Station Road, Polegate, East Sussex, BN26 6EA
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Trevor James Mitchell Director Oct 1978 18 Dec 2019 2 other companies
Elizabeth Ann Mitchell Director Apr 1984 17 Nov 2021 1 other company

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
closed down
2
still active
1

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
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Filed accounts and finances

Year to 31 December 2025Micro-entity accountsNot audited

Total equity

£23.8k

No earlier figure to compare

Employees (average)

2

Same as 2

Owed within a year

£13.6k

+33% from £10.2k

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 12369535. 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

Mitchell Private Clients’s history from the FCA register and Companies House, newest first.

2023

13 November 2023

  • Elizabeth Ann Mitchell became a part-owner (25–50% of shares)

Companies House

2021

17 November 2021

  • Elizabeth Ann Mitchell appointed as a director

Companies House

31 March 2021

  • Became an appointed representative

FCA register

2019

18 December 2019

  • Incorporated at Companies House
  • Trevor James Mitchell took control (75–100% of shares)
  • Trevor James Mitchell appointed as a director

Companies House

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

Firms like Mitchell Private Clients

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

In Uckfield

Fgj Financial Services LtdUckfieldAppointed representativeSwindells Financial Planning LtdUckfieldAppointed representativeThe Fortitude Wealth Partnership LimitedUckfieldAppointed representativeWagner Gibbs & Associates LtdUckfieldAppointed representativeCranwell Wealth Solutions LimitedUckfieldAppointed representativeGavin Absolom Independent Financial Adviser LimitedUckfieldAuthorised

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 Mitchell Private Clients

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
  • 6 years of accounts, charted
  • All 6 events in its history

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Frequently asked questions about this firm

Is Mitchell Private Clients Limited FCA authorised?
Mitchell Private Clients Limited (FRN 948369) 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 Mitchell Private Clients?
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. Mitchell Private Clients Limited (FRN 948369) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Mitchell Private Clients's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Mitchell Private Clients, 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 Mitchell Private Clients’ phone number?
The FCA register lists the phone number 07515 927340 for Mitchell Private Clients. If you were given different contact details, use these to check with the firm before going any further.
Is Mitchell Private Clients a scam or clone?
Mitchell Private Clients 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 Mitchell Private Clients?
Protection works through 2 Plan Wealth Management Limited, the principal firm responsible for Mitchell Private Clients's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Mitchell Private Clients?
Companies House lists 2 people with significant control of Mitchell Private Clients: Trevor James Mitchell (75–100% of shares) and Elizabeth Ann Mitchell (25–50% of shares).
Who runs Mitchell Private Clients?
Companies House lists 2 directors of Mitchell Private Clients: Trevor James Mitchell and Elizabeth Ann Mitchell.
How long has Mitchell Private Clients been in business?
The company was formed on 18 December 2019.
What do Mitchell Private Clients’ latest accounts show?
Its latest accounts, to 31 December 2025, show total equity of £23.8k (no earlier figure to compare).

Sources and links

The full report on Mitchell Private Clients Limited

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