Arthurlie Financial Planning Ltd

Reference number: 945613

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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.
  • Arthurlie Financial Planning Ltd (FRN 945613) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Arthurlie Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Arthurlie 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 partnership.sjp.co.uk first appeared online, and whether it can receive email
  • What kind of line 07769 316200 is
  • Who else gives the postcode KA1 2BT
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Other names (2)

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

  • Daniel Burke Former name
  • Daniel Burke Wealth Management Former trading name

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.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
SC883431
Company status
Active
Company type
Private limited company
Incorporated
23 March 2026 (less than a year old)
Registered office
5 South Charlotte Street, Edinburgh, EH2 4AN, Scotland
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Daniel Patrick Burke Director Feb 1993 23 Mar 2026 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Key dates in its history

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

Key events (4) All events (7)

2026

14 April 2026

  • Changed its registered name from "Daniel Burke"

FCA register

23 March 2026

  • Incorporated at Companies House
  • Daniel Patrick Burke took control (75–100% of shares)

Companies House

2021

24 February 2021

  • Became an appointed representative

FCA register

In the full report: all 7 events

  • All 7 events in its history (4 shown here)
  • Every director appointment and resignation: 1
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Firms connected to Arthurlie Financial Planning

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

connected firms
3
share its postcode
3

In the full report: all 3 connected firms, named

  • How each is linked: the same postcode (3)
  • Who links each one: the named directors, with dates
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Firms like Arthurlie Financial Planning

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

In Kilmarnock

IDS + Co LtdKilmarnockAppointed representativeJane Ballantyne LimitedKilmarnockAppointed representativeJulie McIntosh LtdKilmarnockAppointed representativeKeith MarwickKilmarnockAppointed representativeMarcus NobleKilmarnockAppointed representativeNineteen87 Financial LtdKilmarnockAppointed 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 Arthurlie 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
  • All 7 events in its history
  • 3 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Arthurlie Financial Planning Ltd FCA authorised?
Arthurlie Financial Planning Ltd (FRN 945613) 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 Arthurlie 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. Arthurlie Financial Planning Ltd (FRN 945613) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Arthurlie Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Arthurlie 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 Arthurlie Financial Planning’s phone number and website?
The FCA register lists the phone number 07769 316200 and the website partnership.sjp.co.uk/partner/danielburke for Arthurlie Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Arthurlie Financial Planning a scam or clone?
Arthurlie 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 Arthurlie Financial Planning?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Arthurlie Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Arthurlie Financial Planning?
Companies House lists one person with significant control of Arthurlie Financial Planning: Mr Daniel Patrick Burke (75–100% of shares).
Who runs Arthurlie Financial Planning?
Companies House lists one director of Arthurlie Financial Planning: Daniel Patrick Burke.
How long has Arthurlie Financial Planning been in business?
The company was formed on 23 March 2026.
Does Arthurlie Financial Planning use any other names?
It has previously used 2 other names: Daniel Burke and Daniel Burke Wealth Management.

Sources and links

The full report on Arthurlie Financial Planning Ltd

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