Charlotte Percy

Reference number: 1029366

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Introducer appointed representative

Charlotte Percy can only introduce you to their principal, and cannot give financial advice, recommend products, or arrange deals alone.

Responsible principal firm

St. James's Place Wealth Management Plc Reference number: 195351 Authorised View firm →
What does this mean?
  • An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own.
  • Charlotte Percy (FRN 1029366) introduces customers to St. James's Place Wealth Management Plc (FRN 195351). Any regulated advice or arranging is done by the principal, not Charlotte Percy.
  • Example: if Charlotte Percy refers you to a financial adviser, the advice should come from the principal firm, not from Charlotte Percy itself.
  • 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

    07444 314621

  • Address

    29 Woodhouse Lane, Gawsworth, Macclesfield, Cheshire East, SK11 9QQ, United Kingdom

In the full report: 2 background checks

  • What kind of line 07444 314621 is
  • Who else gives the postcode SK11 9QQ
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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 Charlotte Percy

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

In Macclesfield

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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 Charlotte Percy

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

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Frequently asked questions about this firm

Is Charlotte Percy FCA authorised?
Charlotte Percy (FRN 1029366) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does introducer appointed representative mean for Charlotte Percy?
An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own. Charlotte Percy (FRN 1029366) introduces customers to St. James's Place Wealth Management Plc (FRN 195351). Any regulated advice or arranging is done by the principal, not Charlotte Percy. Example: if Charlotte Percy refers you to a financial adviser, the advice should come from the principal firm, not from Charlotte Percy itself. 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 Charlotte Percy’s phone number?
The FCA register lists the phone number 07444 314621 for Charlotte Percy. If you were given different contact details, use these to check with the firm before going any further.
Is Charlotte Percy a scam or clone?
Charlotte Percy 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 Charlotte Percy?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Charlotte Percy's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.

Sources and links

The full report on Charlotte Percy

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