Sean Jones Wealth Management Limited

Reference number: 912456

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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.
  • Sean Jones Wealth Management Limited (FRN 912456) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Sean Jones Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Sean Jones Wealth Management, 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

    01684 588188

  • Address

    Clifton House, Unit 2 The Clifton Centre, Spring Lane South, Malvern, Worcestershire, WR14 1BJ, United Kingdom

In the full report: 2 background checks

  • What kind of line 01684 588188 is
  • Who else gives the postcode WR14 1BJ
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Other names (1)

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

  • Sean Jones IFA Limited 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.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
06813317
Company status
Active
Company type
Private limited company
Incorporated
9 February 2009 (17 years old)
Registered office
Clifton House 2 Clifton Centre, Spring Lane South, Malvern, WR14 1BJ, England
Nature of business
  • Fund management activities (SIC 66300)

Directors and company secretaries

Name Role Born Appointed Other companies
Sean Patrick Jones Director Mar 1968 9 Feb 2009 3 other companies
Karen Ann Shirley Jones Director Jul 1966 29 Nov 2012 None
Sean Patrick Jones Secretary Not published 9 Feb 2009 3 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
3
closed down
1
still active
2

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 28 February 2025Small company accountsNot audited

Net assets

£9,775

+241% from £2,864

Cash at bank

−£810

No earlier figure to compare

Employees (average)

4

Same as 4

Owed within a year

£26.0k

−44% from £46.5k

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
Instant PDF download
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 06813317. 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

Sean Jones Wealth Management’s history from the FCA register and Companies House, newest first.

2022

25 May 2022

  • Changed its registered name from "Sean Jones IFA Limited"

FCA register

2019

19 August 2019

  • Became an appointed representative

FCA register

2017

8 February 2017

  • Sean Patrick Jones became a part-owner (25–50% of shares)

Companies House

2012

29 November 2012

  • Karen Ann Shirley Jones appointed as a director

Companies House

2009

9 February 2009

  • Incorporated at Companies House
  • Sean Patrick Jones appointed as a director

Companies House

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

Firms like Sean Jones Wealth Management

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

In Malvern

Abacus Research LLPMalvernAppointed representativeFresh Approach Financial Planning LimitedMalvernAppointed representativeJacob James Group LtdMalvernAppointed representativeKendall Wadley Wealth LimitedMalvernAppointed representativeMalvern Financial Planning LimitedMalvernAppointed representativeMercia Capital Partners LtdMAlvernAppointed 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 Sean Jones Wealth Management

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 Sean Jones Wealth Management Limited FCA authorised?
Sean Jones Wealth Management Limited (FRN 912456) 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 Sean Jones Wealth Management?
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. Sean Jones Wealth Management Limited (FRN 912456) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Sean Jones Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Sean Jones Wealth Management, 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 Sean Jones Wealth Management’s phone number?
The FCA register lists the phone number 01684 588188 for Sean Jones Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Sean Jones Wealth Management a scam or clone?
Sean Jones Wealth Management 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 Sean Jones Wealth Management?
Protection works through 2 Plan Wealth Management Limited, the principal firm responsible for Sean Jones Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Sean Jones Wealth Management?
Companies House lists one person with significant control of Sean Jones Wealth Management: Mr Sean Patrick Jones (25–50% of shares).
Who runs Sean Jones Wealth Management?
Companies House lists 2 directors of Sean Jones Wealth Management: Sean Patrick Jones and Karen Ann Shirley Jones.
How long has Sean Jones Wealth Management been in business?
The company was formed on 9 February 2009.
What do Sean Jones Wealth Management’s latest accounts show?
Its latest accounts, to 28 February 2025, show net assets of £9,775 (+241% from £2,864) and cash at bank of −£810 (no earlier figure to compare).
Does Sean Jones Wealth Management use any other names?
It has previously used the name Sean Jones IFA Limited.

Sources and links

The full report on Sean Jones Wealth Management Limited

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