Vida Financial Planning Ltd

Reference number: 836764

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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.
  • Vida Financial Planning Ltd (FRN 836764) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Vida Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Vida 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.

In the full report: 3 background checks

  • When pauljackson.2plan.com first appeared online, and whether it can receive email
  • What kind of line 07703 628905 is
  • Who else gives the postcode DL3 7AA
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Other names (1)

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

  • Paul Jackson IFA 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 name
VIDA FINANCIAL PLANNING LIMITED
Company number
11862346
Company status
Active
Company type
Private limited company
Incorporated
5 March 2019 (7 years old)
Registered office
16 Duke Street, Darlington, Co. Durham, DL3 7AA, England
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)
  • Other activities auxiliary to insurance and pension funding (SIC 66290)
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Paul Jackson Director May 1980 5 Mar 2019 None
Margaret Kate Jackson Director May 1988 1 Jun 2025 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 March 2026Micro-entity accountsNot audited

Net assets

£216k

+27% from £170k

Employees (average)

3

+50% from 2

Owed within a year

£50.1k

−21% from £63.3k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2020 to 2026
  • The chart, over every year
  • Every filed figure, year by year
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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 11862346. 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

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

2025

1 June 2025

  • Margaret Kate Jackson appointed as a director

Companies House

2020

14 January 2020

  • Changed its registered name from "Paul Jackson IFA Ltd"

FCA register

2019

15 March 2019

  • Became an appointed representative

FCA register

5 March 2019

  • Incorporated at Companies House
  • Paul Jackson took control (75–100% of shares)
  • Paul Jackson appointed as a director

Companies House

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

Firms like Vida Financial Planning

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

In Darlington

Carter Thompson & Associates LimitedDarlingtonAppointed representativeDenham & Burd Wealth Management LimitedDarlingtonAppointed representativeHalo Investment & Pension Solutions LimitedDarlingtonAppointed representativeMAE Financial LimitedDarlingtonAppointed representativeAcumen Investment & Pension Solutions LtdDarlingtonAuthorisedCoates & Co. Financial Planning LimitedDarlingtonAuthorised

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 Vida 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
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 6 events in its history

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Frequently asked questions about this firm

Is Vida Financial Planning Ltd FCA authorised?
Vida Financial Planning Ltd (FRN 836764) 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 Vida 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. Vida Financial Planning Ltd (FRN 836764) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Vida Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Vida 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 Vida Financial Planning’s phone number and website?
The FCA register lists the phone number 07703 628905 and the website pauljackson.2plan.com for Vida Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Vida Financial Planning a scam or clone?
Vida 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 Vida Financial Planning?
Protection works through 2 Plan Wealth Management Limited, the principal firm responsible for Vida Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Vida Financial Planning?
Companies House lists one person with significant control of Vida Financial Planning: Mr Paul Jackson (75–100% of shares).
Who runs Vida Financial Planning?
Companies House lists 2 directors of Vida Financial Planning: Paul Jackson and Margaret Kate Jackson.
How long has Vida Financial Planning been in business?
The company was formed on 5 March 2019.
What do Vida Financial Planning’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £216k (+27% from £170k).
Does Vida Financial Planning use any other names?
It has previously used the name Paul Jackson IFA Ltd.

Sources and links

The full report on Vida Financial Planning Ltd

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