Neil Gunn

Reference number: 216790

Instant download

Appointed representative

Neil Gunn does not hold FCA authorisation of their own, and acts under a principal firm, which is legally responsible for their 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.
  • Neil Gunn (FRN 216790) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Neil Gunn's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Neil Gunn, 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

    01295 738800

  • Address

    The Old Mill, Upton Hellions, Crediton, Devon, EX17 4AE, United Kingdom

In the full report: 2 background checks

  • What kind of line 01295 738800 is
  • Who else gives the postcode EX17 4AE
Instant PDF download
Other names (2)

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

  • Cherwell Asset Management Trading name
  • Cherwell Asset Management (521) 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

Neil Gunn’s history from the FCA register and Companies House, newest first.

2013

18 October 2013

  • Changed its registered name from "Cherwell Asset Management (521)"
  • Began trading as "Cherwell Asset Management"

FCA register

2002

24 July 2002

  • Became an appointed representative

FCA register

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

Firms like Neil Gunn

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

In Crediton

Bryan J HollingsworthCreditonAppointed representative

In the Exeter (EX) postcode area

Andrew KeechBarnstapleAppointed representativeAnna Gidman Wealth LtdExeterAppointed representativeAstria Payroll LimitedExeterAppointed representativeAvocet Wealth Partnership LtdExmouthAppointed representativeBlueprint Financial Planning LimitedBarnstapleAppointed representative

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 Neil Gunn

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
  • All 3 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Neil Gunn FCA authorised?
Neil Gunn (FRN 216790) 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 Neil Gunn?
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. Neil Gunn (FRN 216790) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Neil Gunn's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Neil Gunn, 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 Neil Gunn’s phone number?
The FCA register lists the phone number 01295 738800 for Neil Gunn. If you were given different contact details, use these to check with the firm before going any further.
Is Neil Gunn a scam or clone?
Neil Gunn 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 Neil Gunn?
Protection works through 2 Plan Wealth Management Limited, the principal firm responsible for Neil Gunn's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Does Neil Gunn use any other names?
It trades as Cherwell Asset Management. It has previously used the name Cherwell Asset Management (521).

Sources and links

The full report on Neil Gunn

£19.99 · Instant PDF download

Loading secure checkout…