Dale Murten Wealth Management

Reference number: 416636

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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.
  • Dale Murten Wealth Management (FRN 416636) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Dale Murten Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Dale Murten Wealth 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.

In the full report: 3 background checks

  • When dalemurtenwealthmanagement.co.uk first appeared online, and whether it can receive email
  • What kind of line 01427 238460 is
  • Who else gives the postcode DN9 1EG
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Other names (1)

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

  • Dale Murten Former 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.

Key dates in its history

Dale Murten Wealth Management’s history from the FCA register and Companies House, newest first.

2025

31 July 2025

  • Changed its registered name from "Dale Murten"
  • Stopped trading as "Dale Murten Wealth Management"

FCA register

2012

30 November 2012

  • Began trading as "Dale Murten Wealth Management"

FCA register

2004

4 December 2004

  • Became an appointed representative

FCA register

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

Firms connected to Dale Murten Wealth Management

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

connected firms
2
share its postcode
2

In the full report: all 2 connected firms, named

  • How each is linked: the same postcode (2)
  • Who links each one: the named directors, with dates
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Firms like Dale Murten Wealth Management

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

In Doncaster

Avril WoodruffDoncasterAppointed representativeBrightpath Wealth LtdDoncasterAppointed representativeCasterdon Financial Planning LtdDoncasterAppointed representativeDiscover Financial LtdDoncasterAppointed representativeDwight Morrey Wealth Management LtdDoncasterAppointed representativeIndividual Financial Solutions LimitedDoncasterAppointed 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 Dale Murten Wealth Management

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

  • 3 background checks on its contact details
  • All 4 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Dale Murten Wealth Management FCA authorised?
Dale Murten Wealth Management (FRN 416636) 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 Dale Murten Wealth 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. Dale Murten Wealth Management (FRN 416636) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Dale Murten Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Dale Murten Wealth 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 Dale Murten Wealth Management’s phone number and website?
The FCA register lists the phone number 01427 238460 and the website dalemurtenwealthmanagement.co.uk for Dale Murten Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Dale Murten Wealth Management a scam or clone?
Dale Murten Wealth 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 Dale Murten Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Dale Murten Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Does Dale Murten Wealth Management use any other names?
It has previously used the name Dale Murten.

Sources and links

The full report on Dale Murten Wealth Management

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