David Field Wealth Management Ltd

Reference number: 488689

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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.
  • David Field Wealth Management Ltd (FRN 488689) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use David Field Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from David Field 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.

  • No website on the FCA register

  • Phone number

    07535 697046

  • Address

    24 Southernhay West, Exeter, Devon, EX1 1PR, United Kingdom

In the full report: 2 background checks

  • What kind of line 07535 697046 is
  • Who else gives the postcode EX1 1PR
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Other names (1)

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

  • David Field 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.

Companies House record

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

Company name
DAVID FIELD WEALTH MANAGEMENT LIMITED
Company number
07048874
Company status
Active
Company type
Private limited company
Incorporated
19 October 2009 (17 years old)
Registered office
Unit 4 Woodbury Business Park, Woodbury, Exeter, EX5 1AY
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
David Ian Field Director Dec 1967 19 Oct 2009 1 other company
Joanne Louise Field Secretary Not published 19 Oct 2009 –

Other companies run by its director

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other company
1
still active
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
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Filed accounts and finances

Year to 31 October 2025Micro-entity accountsNot audited

Net assets

£95.7k

+14% from £84.0k

Employees (average)

2

Same as 2

Owed within a year

£22.9k

−25% from £30.4k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 07048874. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

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

2016

1 July 2016

  • David Ian Field became a part-owner (25–50% of shares)
  • David Ian Field became the majority owner (50–75% of shares)

Companies House

2009

2 December 2009

  • Changed its registered name from "David Field"

FCA register

19 October 2009

  • Incorporated at Companies House
  • David Ian Field appointed as a director

Companies House

2008

10 September 2008

  • Became an appointed representative

FCA register

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

Firms connected to David Field Wealth Management

Other FCA-listed firms that share a director, phone number or address with David Field Wealth Management. 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 David Field Wealth Management

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

In Exeter

Anna Gidman Wealth LtdExeterAppointed representativeAstria Payroll LimitedExeterAppointed representativeClearView Wealth Management LimitedExeterAppointed representativeDavid Coates Wealth Management LimitedExeterAppointed representativeFowler Financial Planning LimitedExeterAppointed representativeJ T Wealth Management LtdExeterAppointed 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 Field Wealth Management

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

  • 1 other company its directors have run, named
  • 2 background checks on its contact details
  • 7 years of accounts, charted
  • All 6 events in its history
  • 3 connected firms, named, and who links them

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Frequently asked questions about this firm

Is David Field Wealth Management Ltd FCA authorised?
David Field Wealth Management Ltd (FRN 488689) 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 David Field 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. David Field Wealth Management Ltd (FRN 488689) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use David Field Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from David Field 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 David Field Wealth Management’s phone number?
The FCA register lists the phone number 07535 697046 for David Field Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is David Field Wealth Management a scam or clone?
David Field 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 David Field Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for David Field Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns David Field Wealth Management?
Companies House lists 2 people with significant control of David Field Wealth Management: David Ian Field (50–75% of shares) and David Ian Field (25–50% of shares).
Who runs David Field Wealth Management?
Companies House lists one director of David Field Wealth Management: David Ian Field.
How long has David Field Wealth Management been in business?
The company was formed on 19 October 2009.
What do David Field Wealth Management’s latest accounts show?
Its latest accounts, to 31 October 2025, show net assets of £95.7k (+14% from £84.0k).
Does David Field Wealth Management use any other names?
It has previously used the name David Field.

Sources and links

The full report on David Field Wealth Management Ltd

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