Allen & Schofield Financial Consultants

Reference number: 413232

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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

St. James's Place Wealth Management Plc Reference number: 195351 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.
  • Allen & Schofield Financial Consultants (FRN 413232) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Allen & Schofield Financial Consultants's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Allen & Schofield Financial Consultants, 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

    01869 337555

  • Address

    5 Rock Close, Barford St. Michael, Banbury, Oxfordshire, OX15 0RR, United Kingdom

In the full report: 2 background checks

  • What kind of line 01869 337555 is
  • Who else gives the postcode OX15 0RR
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through St. James's Place Wealth Management PLC, 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.

Firms like Allen & Schofield Financial Consultants

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

In Banbury

Dolphin Capital LLPBanburyAppointed representativeKytson Mortgages & Finance LimitedBanburyAppointed representativeLloyd Clarke LtdBanburyAppointed representativeMcArthur-White Wealth ManagementBanburyAppointed representativeOculus Wealth Management (Oxfordshire) LimitedBanburyAppointed representativeCameron Trinity LimitedBanburyAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

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  • 2 background checks on its contact details

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Frequently asked questions about this firm

Is Allen & Schofield Financial Consultants FCA authorised?
Allen & Schofield Financial Consultants (FRN 413232) 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 Allen & Schofield Financial Consultants?
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. Allen & Schofield Financial Consultants (FRN 413232) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Allen & Schofield Financial Consultants's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Allen & Schofield Financial Consultants, 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 Allen & Schofield Financial Consultants’ phone number?
The FCA register lists the phone number 01869 337555 for Allen & Schofield Financial Consultants. If you were given different contact details, use these to check with the firm before going any further.
Is Allen & Schofield Financial Consultants a scam or clone?
Allen & Schofield Financial Consultants 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 Allen & Schofield Financial Consultants?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Allen & Schofield Financial Consultants's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.

Sources and links

The full report on Allen & Schofield Financial Consultants

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