Wealthwise Financial Management Limited

Reference number: 937281

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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.
  • Wealthwise Financial Management Limited (FRN 937281) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Wealthwise Financial Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Wealthwise Financial Management, 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

    07771 736236

  • Address

    29 Dreyer Close, Rugby, Warwickshire, CV22 7SX, United Kingdom

In the full report: 2 background checks

  • What kind of line 07771 736236 is
  • Who else gives the postcode CV22 7SX
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Other names (2)

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

  • Wealthwise Financial Mangement Trading name
  • Andy Foster Financial Services 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
08363073
Company status
Active
Company type
Private limited company
Incorporated
16 January 2013 (13 years old)
Registered office
Matches the FCA register address ✓
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Andrew Foster Director Dec 1964 16 Jan 2013 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Filed accounts and finances

Year to 31 January 2026Small company accountsNot audited

Net assets

£102

Down £58 from £160

Cash at bank

£19.8k

+26% from £15.7k

Employees (average)

2

Same as 2

Owed within a year

£19.7k

+27% from £15.5k

Net assets

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 08363073. 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

Wealthwise Financial Management’s history from the FCA register and Companies House, newest first.

2020

6 December 2020

  • Changed its registered name from "Andy Foster Financial Services"

FCA register

28 October 2020

  • Became an appointed representative
  • Began trading as "Wealthwise Financial Mangement"

FCA register

2016

6 April 2016

  • Andrew Foster gained significant control

Companies House

2013

16 January 2013

  • Incorporated at Companies House
  • Andrew Foster appointed as a director

Companies House

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

Firms like Wealthwise Financial Management

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

In Rugby

Cygnus Financial Planning LtdRugbyAppointed representativeLifeline Protect LimitedRugbyAppointed representativeMidland Financial Planning LimitedRugbyAppointed representativeMiller Financial Planning LtdRugbyAppointed representativePaul NuttallRugbyAppointed representativePKS Associates Financial Services LtdRugbyAppointed 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 Wealthwise Financial Management

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 Wealthwise Financial Management Limited FCA authorised?
Wealthwise Financial Management Limited (FRN 937281) 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 Wealthwise Financial Management?
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. Wealthwise Financial Management Limited (FRN 937281) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Wealthwise Financial Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Wealthwise Financial Management, 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 Wealthwise Financial Management’s phone number?
The FCA register lists the phone number 07771 736236 for Wealthwise Financial Management. If you were given different contact details, use these to check with the firm before going any further.
Is Wealthwise Financial Management a scam or clone?
Wealthwise Financial Management 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 Wealthwise Financial Management?
Protection works through 2 Plan Wealth Management Limited, the principal firm responsible for Wealthwise Financial Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Wealthwise Financial Management?
Companies House lists one person with significant control of Wealthwise Financial Management: Mr Andrew Foster (significant influence or control).
Who runs Wealthwise Financial Management?
Companies House lists one director of Wealthwise Financial Management: Andrew Foster.
How long has Wealthwise Financial Management been in business?
The company was formed on 16 January 2013.
What do Wealthwise Financial Management’s latest accounts show?
Its latest accounts, to 31 January 2026, show net assets of £102 (down £58 from £160) and cash at bank of £19.8k (+26% from £15.7k).
Does Wealthwise Financial Management use any other names?
It trades as Wealthwise Financial Mangement. It has previously used the name Andy Foster Financial Services.

Sources and links

The full report on Wealthwise Financial Management Limited

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