Paul Burns

Reference number: 511529

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Appointed representative

Paul Burns 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.
  • Paul Burns (FRN 511529) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Paul Burns's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Paul Burns, 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

    028 4402 844

  • Address

    13 Tannaghmore Road, Ballynahinch, Co.down, BT24 8NT, Northern Ireland

In the full report: 2 background checks

  • What kind of line 028 4402 844 is
  • Who else gives the postcode BT24 8NT
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Other names (1)

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

  • Stevenson Burns Financial Planning Trading 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

Paul Burns’s history from the FCA register and Companies House, newest first.

2023

11 October 2023

  • Changed its registered name from "Stevenson Burns Financial Planning"
  • Began trading as "Stevenson Burns Financial Planning"

FCA register

2009

2 November 2009

  • Became an appointed representative

FCA register

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

Firms connected to Paul Burns

Other FCA-listed firms that share a director, phone number or address with Paul Burns. A link shows who the firm is tied to, not whether either can be trusted.

connected firm
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Paul Burns

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

In Ballynahinch

Lawrence Patterson Financial LtdBallynahinchAppointed representative

In the Belfast (BT) postcode area

4Front Financial Management LLPBelfastAppointed representativeAbsolute Protection and Wealth LtdDungannonAppointed representativeAccent Financial Planning LimitedCraigavonAppointed representativeAidan KearnsDerryAppointed representativeAidan O'NeillOmaghAppointed 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 Paul Burns

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
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Paul Burns FCA authorised?
Paul Burns (FRN 511529) 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 Paul Burns?
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. Paul Burns (FRN 511529) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Paul Burns's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Paul Burns, 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 Paul Burns’ phone number?
The FCA register lists the phone number 028 4402 844 for Paul Burns. If you were given different contact details, use these to check with the firm before going any further.
Is Paul Burns a scam or clone?
Paul Burns 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 Paul Burns?
Protection works through 2 Plan Wealth Management Limited, the principal firm responsible for Paul Burns's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Does Paul Burns use any other names?
It trades as Stevenson Burns Financial Planning.

Sources and links

The full report on Paul Burns

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