Stephen Eve Financial Planning Ltd

Reference number: 980192

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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.
  • Stephen Eve Financial Planning Ltd (FRN 980192) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Stephen Eve Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Stephen Eve Financial 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

    07854 998699

  • Address

    3rd Floor, 12 Regent Street, Nottingham, NG1 5BQ, United Kingdom

In the full report: 2 background checks

  • What kind of line 07854 998699 is
  • Who else gives the postcode NG1 5BQ
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Other names (1)

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

  • Stephen Eve Financial 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.

Companies House record

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

Company number
14084601
Company status
Active
Company type
Private limited company
Incorporated
4 May 2022 (4 years old)
Registered office
12 Regent Street, Nottingham, NG1 5BQ, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Directors and company secretaries

Name Role Born Appointed Other companies
Benjamin Stephen Slater Director Feb 1995 4 May 2022 None
Danielle Eve Slater Director May 1996 4 May 2022 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
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Filed accounts and finances

Year to 31 May 2025Micro-entity accountsNot audited

Total equity

£47.2k

+56% from £30.2k

Employees (average)

4

+100% from 2

Owed within a year

£38.3k

<1% from £38.4k

Assets and liabilities

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 14084601. 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

Stephen Eve Financial Planning’s history from the FCA register and Companies House, newest first.

Key events (4) All events (8)

2022

2 August 2022

  • Became an appointed representative

FCA register

4 May 2022

  • Incorporated at Companies House
  • Benjamin Stephen Slater became a part-owner (25–50% of shares)
  • Danielle Eve Slater became a part-owner (25–50% of shares)

Companies House

In the full report: all 8 events

  • All 8 events in its history (4 shown here)
  • Every director appointment and resignation: 2
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Firms like Stephen Eve Financial Planning

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

In the Nottingham (NG) postcode area

Adrian WrightNottinghamAppointed representativeAlexander Green & Partners LtdSouthwellAppointed representativeAltitude Financial Solutions LtdNottinghamAppointed representativeAndrew Bramley LimitedWest BridgfordAppointed representativeAndrew OrwinNottinghamAppointed representativeAnuj DalNottinghamAppointed 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 Stephen Eve Financial Planning

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

  • Every company its directors have run, named
  • 2 background checks on its contact details
  • All 8 events in its history

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Frequently asked questions about this firm

Is Stephen Eve Financial Planning Ltd FCA authorised?
Stephen Eve Financial Planning Ltd (FRN 980192) 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 Stephen Eve Financial 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. Stephen Eve Financial Planning Ltd (FRN 980192) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Stephen Eve Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Stephen Eve Financial 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 Stephen Eve Financial Planning’s phone number?
The FCA register lists the phone number 07854 998699 for Stephen Eve Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Stephen Eve Financial Planning a scam or clone?
Stephen Eve Financial 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 Stephen Eve Financial Planning?
Protection works through 2 Plan Wealth Management Limited, the principal firm responsible for Stephen Eve Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Stephen Eve Financial Planning?
Companies House lists 2 people with significant control of Stephen Eve Financial Planning: Mr Benjamin Stephen Slater (25–50% of shares) and Mrs Danielle Eve Slater (25–50% of shares).
Who runs Stephen Eve Financial Planning?
Companies House lists 2 directors of Stephen Eve Financial Planning: Benjamin Stephen Slater and Danielle Eve Slater.
How long has Stephen Eve Financial Planning been in business?
The company was formed on 4 May 2022.
What do Stephen Eve Financial Planning’s latest accounts show?
Its latest accounts, to 31 May 2025, show total equity of £47.2k (+56% from £30.2k).
Does Stephen Eve Financial Planning use any other names?
It trades as Stephen Eve Financial.

Sources and links

The full report on Stephen Eve Financial Planning Ltd

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