Priority Wealth Planning Ltd

Reference number: 1041751

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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.
  • Priority Wealth Planning Ltd (FRN 1041751) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Priority Wealth Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Priority Wealth Planning, 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

    07786 394493

  • Address

    Honeysuckle Cottage, Moorside Lane, Askwith, Otley, North Yorkshire, LS21 2JG, United Kingdom

In the full report: 2 background checks

  • What kind of line 07786 394493 is
  • Who else gives the postcode LS21 2JG
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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
15829914
Company status
Active
Company type
Private limited company
Incorporated
10 July 2024 (2 years old)
Registered office
Honeysuckle Cottage Moorside Lane, Askwith, Otley, LS21 2JG, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
  • Other activities auxiliary to insurance and pension funding (SIC 66290)
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
James Robert Marlow Director Jun 1984 10 Jul 2024 1 other company
Andrew William Barron Director Aug 1984 1 Apr 2026 6 other companies

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
7
still active
7
is FCA-registered
1

In the full report: all 7 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
  • The one on the FCA register
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Filed accounts and finances

15 months to 30 September 2025Abridged accountsNot audited

Net assets

£795

No earlier figure to compare

Cash at bank

£7,804

No earlier figure to compare

Employees (average)

2

No earlier figure to compare

Owed within a year

£8,050

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 15829914. 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

Priority Wealth Planning’s history from the FCA register and Companies House, newest first.

2026

2 April 2026

  • James Robert Marlow gave up control
  • Pwp Holdings (Yorkshire) Ltd took control (75–100% of shares)

Companies House

1 April 2026

  • Andrew William Barron appointed as a director

Companies House

2025

14 October 2025

  • Became an appointed representative

FCA register

2024

10 July 2024

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

Companies House

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

Firms connected to Priority Wealth Planning

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

past link
1

In the full report: all 0 connected firms, named

  • 1 past link through former directors
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Firms like Priority Wealth Planning

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

In Otley

Christopher Little & Co LtdOtleyAppointed representativeOak Wealth LimitedOtleyAppointed representativeT & C Financial ServicesOtleyAppointed representativeWharfebank Financial Planning LLPOtleyAppointed representativeFinancial Framework Wealth & Estate Planning LimitedOtleyAuthorisedKathryn PriestleyOtleyAuthorised

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 Priority Wealth Planning

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

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

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Frequently asked questions about this firm

Is Priority Wealth Planning Ltd FCA authorised?
Priority Wealth Planning Ltd (FRN 1041751) 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 Priority Wealth Planning?
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. Priority Wealth Planning Ltd (FRN 1041751) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Priority Wealth Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Priority Wealth Planning, 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 Priority Wealth Planning’s phone number?
The FCA register lists the phone number 07786 394493 for Priority Wealth Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Priority Wealth Planning a scam or clone?
Priority Wealth Planning 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 Priority Wealth Planning?
Protection works through 2 Plan Wealth Management Limited, the principal firm responsible for Priority Wealth Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Priority Wealth Planning?
Priority Wealth Planning is owned by Pwp Holdings (Yorkshire) Ltd, which holds 75–100% of shares and 75–100% of votes, since 2 April 2026. Before that, it was controlled by Mr James Robert Marlow.
Who runs Priority Wealth Planning?
Companies House lists 2 directors of Priority Wealth Planning: James Robert Marlow and Andrew William Barron.
How long has Priority Wealth Planning been in business?
The company was formed on 10 July 2024.
What do Priority Wealth Planning’s latest accounts show?
Its latest accounts, to 30 September 2025, show net assets of £795 (no earlier figure to compare) and cash at bank of £7,804 (no earlier figure to compare).

Sources and links

The full report on Priority Wealth Planning Ltd

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