Seven Stars Private Wealth Limited

Reference number: 1004978

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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.
  • Seven Stars Private Wealth Limited (FRN 1004978) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Seven Stars Private Wealth's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Seven Stars Private Wealth, 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

    0191 432 5977

  • Address

    Seven Stars Private Wealth Ltd, Colbalt 15A, 1 Quick Silver Way, Newcastle, NE27 0QQ, United Kingdom

In the full report: 2 background checks

  • What kind of line 0191 432 5977 is
  • Who else gives the postcode NE27 0QQ
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Other names (1)

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

  • Seven Stages (Medical) Ltd 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
09788039
Company status
Active
Company type
Private limited company
Incorporated
22 September 2015 (11 years old)
Registered office
Kensington House, 3 Kensington, Bishop Auckland, Co Durham, DL14 6HX
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Rachael Ince Director Jan 1980 22 Sep 2015 1 other company

Other companies run by its director

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 company
1
still active
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
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Filed accounts and finances

Year to 30 September 2025Small company accountsNot audited

Net assets

£235

−77% from £1,022

Cash at bank

£7,940

−19% from £9,818

Employees (average)

3

Same as 3

Owed within a year

£115k

+42% from £81.1k

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2019 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 09788039. 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

Seven Stars Private Wealth’s history from the FCA register and Companies House, newest first.

2024

5 July 2024

  • Changed its registered name from "Seven Stages (Medical) Ltd"

FCA register

2023

6 November 2023

  • Became an appointed representative

FCA register

2016

21 September 2016

  • Rachael Ince took control (75–100% of shares)

Companies House

2015

22 September 2015

  • Incorporated at Companies House
  • Rachael Ince appointed as a director

Companies House

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

Firms connected to Seven Stars Private Wealth

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

connected firms
2
share its postcode
2

In the full report: all 2 connected firms, named

  • How each is linked: the same postcode (2)
  • Who links each one: the named directors, with dates
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Firms like Seven Stars Private Wealth

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

In Newcastle

Abacus Wealth Management Group LimitedNewcastleAppointed representativeHattersley Financial Planning LtdNewcastleAppointed representativeMinerva Financial Solutions LimitedNewcastleAppointed representativeRichard Davenport + Jemma DavenportNewcastleAppointed representativeBRB Wealth Management LimitedNewcastleAuthorisedCharterhouse Financial LimitedNewcastleAuthorised

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 Seven Stars Private Wealth

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

  • 1 other company its directors have run, named
  • 2 background checks on its contact details
  • 6 years of accounts, charted
  • All 5 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Seven Stars Private Wealth Limited FCA authorised?
Seven Stars Private Wealth Limited (FRN 1004978) 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 Seven Stars Private Wealth?
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. Seven Stars Private Wealth Limited (FRN 1004978) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Seven Stars Private Wealth's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Seven Stars Private Wealth, 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 Seven Stars Private Wealth’s phone number?
The FCA register lists the phone number 0191 432 5977 for Seven Stars Private Wealth. If you were given different contact details, use these to check with the firm before going any further.
Is Seven Stars Private Wealth a scam or clone?
Seven Stars Private Wealth 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 Seven Stars Private Wealth?
Protection works through 2 Plan Wealth Management Limited, the principal firm responsible for Seven Stars Private Wealth's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Seven Stars Private Wealth?
Companies House lists one person with significant control of Seven Stars Private Wealth: Miss Rachael Ince (75–100% of shares).
Who runs Seven Stars Private Wealth?
Companies House lists one director of Seven Stars Private Wealth: Rachael Ince.
How long has Seven Stars Private Wealth been in business?
The company was formed on 22 September 2015.
What do Seven Stars Private Wealth’s latest accounts show?
Its latest accounts, to 30 September 2025, show net assets of £235 (−77% from £1,022) and cash at bank of £7,940 (−19% from £9,818).
Does Seven Stars Private Wealth use any other names?
It has previously used the name Seven Stages (Medical) Ltd.

Sources and links

The full report on Seven Stars Private Wealth Limited

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