David Barry

Reference number: 600998

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Introducer appointed representative

David Barry 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.
  • David Barry (FRN 600998) introduces customers to St. James's Place Wealth Management Plc (FRN 195351). Any regulated advice or arranging is done by the principal, not David Barry.
  • Example: if David Barry refers you to a financial adviser, the advice should come from the principal firm, not from David Barry 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

    07976 977278

  • Address

    2A St. Agnes Road, Cardiff, Cardiff, CF14 4AP, United Kingdom

In the full report: 2 background checks

  • What kind of line 07976 977278 is
  • Who else gives the postcode CF14 4AP
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Other names (3)

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

  • Dave Barry Consultancy Services Trading name
  • Dave Barry Former name
  • Dave Barry Wealth Management Limited 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

David Barry’s history from the FCA register and Companies House, newest first.

2025

28 February 2025

  • Changed its registered name from "Dave Barry Wealth Management Limited"
  • Changed its registered name from "Dave Barry"
  • Began trading as "Dave Barry Consultancy Services"

FCA register

2017

16 November 2017

  • Changed its registered name from "David Barry"

FCA register

2013

15 May 2013

  • Became an introducer appointed representative

FCA register

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

Firms like David Barry

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

In Cardiff

Abram Partnership LtdCardiffAppointed representativeAdam Hughes Wealth Management LtdCardiffAppointed representativeAndrew PrattCardiffAppointed representativeAndrew VarleyCardiffAppointed representativeBen PerkinsCardiffAppointed representativeBen StringerCardiffAppointed 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 David Barry

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 5 events in its history

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Frequently asked questions about this firm

Is David Barry FCA authorised?
David Barry (FRN 600998) 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 David Barry?
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. David Barry (FRN 600998) introduces customers to St. James's Place Wealth Management Plc (FRN 195351). Any regulated advice or arranging is done by the principal, not David Barry. Example: if David Barry refers you to a financial adviser, the advice should come from the principal firm, not from David Barry 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 David Barry’s phone number?
The FCA register lists the phone number 07976 977278 for David Barry. If you were given different contact details, use these to check with the firm before going any further.
Is David Barry a scam or clone?
David Barry 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 David Barry?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for David Barry's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Does David Barry use any other names?
It trades as Dave Barry Consultancy Services. It has previously used 2 other names: Dave Barry and Dave Barry Wealth Management Limited.

Sources and links

The full report on David Barry

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