Roger Jashek: FCA regulated?

Appointed representative

Roger Jashek does not hold FCA authorisation of their own, and acts under a principal firm, which is legally responsible for their regulated business.

Appointed for 28 years
Protected through the principal
No FCA actions

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.
Roger Jashek (FRN 186292) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Roger Jashek's services, the FCA authorisation sits with the principal firm.
Example: if you take financial advice from Roger Jashek, 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

01462 431200
Address

18 Walsworth Road, Hitchin, Hertfordshire, SG4 9SP, United Kingdom

In the full report: 2 background checks

What kind of line 01462 431200 is
Who else gives the postcode SG4 9SP

Other names (2)

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

Horizons Financial Planning Trading name: A name it trades under now.
Horizons Financial Planning (235) Former name: A name it was registered under before.

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

Roger Jashek’s history from the FCA register and Companies House, newest first.

Key events (2) All events (5)

2017

7 December 2017

Changed its registered name from "Horizons Financial Planning (235)"

FCA register

1997

1 December 1997

Became an appointed representative

FCA register

In the full report: all 5 events

All 5 events in its history (2 shown here)

Firms connected to Roger Jashek

Other FCA-listed firms that share a director, phone number or address with Roger Jashek. 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

Firms like Roger Jashek

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

In Hitchin

ACM Wealth Planning LimitedHitchinAppointed representative AJE Wealth Management LimitedHitchinAppointed representative James Wealth Management LtdHitchinAppointed representative JLM Network Wealth LimitedHitchinAppointed representative Lavender Financial Planners LimitedHitchinAppointed representative Meliora Financial Planning LimitedHitchinAppointed 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 Roger Jashek

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 5 events in its history
1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Roger Jashek FCA authorised?

Roger Jashek (FRN 186292) 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 Roger Jashek?

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. Roger Jashek (FRN 186292) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Roger Jashek's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Roger Jashek, 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 Roger Jashek’s phone number?

The FCA register lists the phone number 01462 431200 for Roger Jashek. If you were given different contact details, use these to check with the firm before going any further.

Is Roger Jashek a scam or clone?

Roger Jashek 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 Roger Jashek?

Protection works through 2 Plan Wealth Management Limited, the principal firm responsible for Roger Jashek's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.

Does Roger Jashek use any other names?

It trades as Horizons Financial Planning. It has previously used the name Horizons Financial Planning (235).