Basil James Financial Services

Reference number: 192597

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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

Sesame Limited Reference number: 150427 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.
  • Basil James Financial Services (FRN 192597) is an AR of Sesame Limited (FRN 150427). When you use Basil James Financial Services's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Basil James Financial Services, 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

    0117 909 5868

  • Address

    262 Gloucester Road, Horfield, Bristol, BS7 8PB, United Kingdom

In the full report: 2 background checks

  • What kind of line 0117 909 5868 is
  • Who else gives the postcode BS7 8PB
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Other names (2)

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

  • Basil James Financial Services (2798) Former name
  • Annagram Financial Services Former trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Sesame 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.

Key dates in its history

Basil James Financial Services’s history from the FCA register and Companies House, newest first.

2026

12 February 2026

  • Stopped trading as "Annagram Financial Services"

FCA register

2024

4 March 2024

  • Changed its registered name from "Basil James Financial Services (2798)"

FCA register

2011

13 January 2011

  • Began trading as "Annagram Financial Services"

FCA register

1998

6 November 1998

  • Became an appointed representative

FCA register

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

Firms like Basil James Financial Services

Other firms of the same type (mortgage adviser or broker), nearest first.

In the Bristol (BS) postcode area

Absolute Financial Advice LimitedAppointed representativeAdvise and Protect LimitedBristolAppointed representativeAlko Mortgages LtdBristolAppointed representativeAlternative Business Funding LimitedBristolAppointed representativeAmar SinghBristolAppointed representativeAmberley Financial Services LimitedBristolAppointed 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 Basil James Financial Services

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 2 background checks on its contact details
  • All 4 events in its history

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Frequently asked questions about this firm

Is Basil James Financial Services FCA authorised?
Basil James Financial Services (FRN 192597) 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 Basil James Financial Services?
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. Basil James Financial Services (FRN 192597) is an AR of Sesame Limited (FRN 150427). When you use Basil James Financial Services's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Basil James Financial Services, 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 Basil James Financial Services’ phone number?
The FCA register lists the phone number 0117 909 5868 for Basil James Financial Services. If you were given different contact details, use these to check with the firm before going any further.
Is Basil James Financial Services a scam or clone?
Basil James Financial Services 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 Basil James Financial Services?
Protection works through Sesame Limited, the principal firm responsible for Basil James Financial Services's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Does Basil James Financial Services use any other names?
It has previously used 2 other names: Basil James Financial Services (2798) and Annagram Financial Services.

Sources and links

The full report on Basil James Financial Services

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