Wallis Wealth Limited

Reference number: 952241

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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.
  • Wallis Wealth Limited (FRN 952241) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Wallis Wealth's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Wallis 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

    0800 228 9928

  • Address

    48 High Beeches, Dukes Wood, Gerrards Cross, Buckinghamshire, SL9 7HY, United Kingdom

In the full report: 2 background checks

  • What kind of line 0800 228 9928 is
  • Who else gives the postcode SL9 7HY
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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
07595271
Company status
Active
Company type
Private limited company
Incorporated
7 April 2011 (15 years old)
Registered office
2 Penta Court, Station Road, Borehamwood, Hertfordshire, WD6 1SL, England
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Joshua Eli Gerstler Director Jun 1983 5 Apr 2026 3 other companies

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 companies
3
closed down
1
is FCA-registered
1

In the full report: all 3 companies, 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
  • The one on the FCA register
  • All 3 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 April 2025Small company accountsNot audited

Net assets

£154k

+2.6% from £150k

Cash at bank

£95.1k

−13% from £110k

Employees (average)

2

Same as 2

Owed within a year

£30.5k

−33% from £45.6k

Assets and liabilities

In the full report: all 7 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 07595271. 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

Wallis Wealth’s history from the FCA register and Companies House, newest first.

Key events (8) All events (13)

2026

5 April 2026

  • Board replaced: its only director left and a new director took over
  • Rebecca Louise Gascoyne gave up control
  • The Orchard Practice (Ar) Ltd took control (75–100% of shares)

Companies House

27 February 2026

  • Benjamin Gascoyne stopped being a part-owner

Companies House

2021

4 June 2021

  • Became an appointed representative

FCA register

23 March 2021

  • Rebecca Louise Gascoyne took control (75–100% of shares)

Companies House

2016

8 April 2016

  • Benjamin Gascoyne became a part-owner (25–50% of shares)

Companies House

2011

7 April 2011

  • Incorporated at Companies House

Companies House

In the full report: all 13 events

  • All 13 events in its history (8 shown here)
  • Every director appointment and resignation: 5
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Firms connected to Wallis Wealth

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

connected firm
1
share a director
1

In the full report: the connected firm, named

  • How it is linked: shared directors (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Wallis Wealth

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

In Gerrards Cross

Chalfont Investment Consultants LimitedGerrards CrossAuthorisedFaraday Financial Planning LimitedGerrards CrossAuthorisedHartley Ross LtdGerrards CrossAuthorisedSalisbury Financial Services LimitedGerrards CrossAuthorisedSean BarryGerrards CrossAuthorisedThomas House Partnership LLPGerrards CrossAuthorised

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 Wallis Wealth

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
  • 7 years of accounts, charted
  • All 13 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Wallis Wealth Limited FCA authorised?
Wallis Wealth Limited (FRN 952241) 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 Wallis 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. Wallis Wealth Limited (FRN 952241) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Wallis Wealth's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Wallis 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 Wallis Wealth’s phone number?
The FCA register lists the phone number 0800 228 9928 for Wallis Wealth. If you were given different contact details, use these to check with the firm before going any further.
Is Wallis Wealth a scam or clone?
Wallis 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 Wallis Wealth?
Protection works through 2 Plan Wealth Management Limited, the principal firm responsible for Wallis Wealth's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Wallis Wealth?
Wallis Wealth is owned by The Orchard Practice (Ar) Ltd, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 5 April 2026. Before that, it was controlled by Mrs Rebecca Louise Gascoyne and Mr Benjamin Gascoyne.
Who runs Wallis Wealth?
Companies House lists one director of Wallis Wealth: Joshua Eli Gerstler.
How long has Wallis Wealth been in business?
The company was formed on 7 April 2011.
What do Wallis Wealth’s latest accounts show?
Its latest accounts, to 30 April 2025, show net assets of £154k (+2.6% from £150k) and cash at bank of £95.1k (−13% from £110k).

Sources and links

The full report on Wallis Wealth Limited

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