Wayne Steven Financial Solutions Ltd

Reference number: 977274

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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.
  • Wayne Steven Financial Solutions Ltd (FRN 977274) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Wayne Steven Financial Solutions's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Wayne Steven Financial Solutions, 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

    07877 173196

  • Address

    7 Furrows Close, Oakwood, Derby, Derbyshire, DE21 2XP, United Kingdom

In the full report: 2 background checks

  • What kind of line 07877 173196 is
  • Who else gives the postcode DE21 2XP
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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 name
WAYNE STEVEN FINANCIAL SOLUTIONS LIMITED
Company number
08848722
Company status
Active
Company type
Private limited company
Incorporated
16 January 2014 (12 years old)
Registered office
Durham House, 38 Street Lane, Denby, Derbyshire, DE5 8NE, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Wayne Mcleod Steven Director Aug 1970 16 Jan 2014 None
Diane Steven Director Feb 1965 1 Jan 2023 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 January 2026Small company accountsNot audited

Total equity

£353

−99% from £26.6k

Cash at bank

£12.3k

−44% from £22.1k

Employees (average)

2

No earlier figure to compare

Owed within a year

£27.9k

+133% from £12.0k

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 08848722. 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

Wayne Steven Financial Solutions’s history from the FCA register and Companies House, newest first.

2026

11 June 2026

  • Diane Steven became a part-owner (25–50% of shares)

Companies House

2023

1 January 2023

  • Diane Steven appointed as a director

Companies House

2022

12 June 2022

  • Became an appointed representative

FCA register

2016

6 April 2016

  • Wayne McLeod Steven took control (25–50% of shares)

Companies House

2014

16 January 2014

  • Incorporated at Companies House
  • Wayne McLeod Steven appointed as a director

Companies House

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

Firms like Wayne Steven Financial Solutions

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

In Derby

Blossom Financial Planning LtdDerbyAppointed representativeAMG Wealth Management LtdDerbyAppointed representativeAndrew DasilvaDerbyAppointed representativeAristotle Financial Planning LtdDerbyAppointed representativeAssist Protect LtdDerbyAppointed representativeAtlas Accountancy Services LimitedDerbyAppointed 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 Wayne Steven Financial Solutions

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
  • 7 years of accounts, charted
  • All 6 events in its history

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Frequently asked questions about this firm

Is Wayne Steven Financial Solutions Ltd FCA authorised?
Wayne Steven Financial Solutions Ltd (FRN 977274) 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 Wayne Steven Financial Solutions?
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. Wayne Steven Financial Solutions Ltd (FRN 977274) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Wayne Steven Financial Solutions's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Wayne Steven Financial Solutions, 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 Wayne Steven Financial Solutions’ phone number?
The FCA register lists the phone number 07877 173196 for Wayne Steven Financial Solutions. If you were given different contact details, use these to check with the firm before going any further.
Is Wayne Steven Financial Solutions a scam or clone?
Wayne Steven Financial Solutions 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 Wayne Steven Financial Solutions?
Protection works through 2 Plan Wealth Management Limited, the principal firm responsible for Wayne Steven Financial Solutions's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Wayne Steven Financial Solutions?
Companies House lists 2 people with significant control of Wayne Steven Financial Solutions: Mr Wayne McLeod Steven (25–50% of shares) and Mrs Diane Steven (25–50% of shares).
Who runs Wayne Steven Financial Solutions?
Companies House lists 2 directors of Wayne Steven Financial Solutions: Wayne McLeod Steven and Diane Steven.
How long has Wayne Steven Financial Solutions been in business?
The company was formed on 16 January 2014.
What do Wayne Steven Financial Solutions’ latest accounts show?
Its latest accounts, to 31 January 2026, show total equity of £353 (−99% from £26.6k) and cash at bank of £12.3k (−44% from £22.1k).

Sources and links

The full report on Wayne Steven Financial Solutions Ltd

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