David James Wealth USA Limited
Reference number: 1008206
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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.
- Appointed for 2 years
- Protected through the principal
- No FCA actions
- Active company since 2023
- Accounts filed up to 31 March 2025
- On its latest accounts it owed £18.4k more than it owned
Responsible principal firm
Blacktower Financial Management Limited Reference number: 188611 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 James Wealth USA Limited (FRN 1008206) is an AR of Blacktower Financial Management Limited (FRN 188611). When you use David James Wealth USA's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from David James Wealth USA, 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.
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Phone number
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Address
1st Floor, Northumberland House, 303-306 High Holborn, London, WC1V 7JZ, United Kingdom
In the full report: 3 background checks
- When davidjameswealthusa.com first appeared online, and whether it can receive email
- What kind of line 07939 283682 is
- Who else gives the postcode WC1V 7JZ
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Blacktower Financial Management 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, freeYou 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 number
- 15280747 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 13 November 2023 (2 years old)
- Registered office
- 1st Floor, Northumberland House 303-306 High Holborn, London, WC1V 7JZ, United Kingdom
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Kevin Oscar Kennard | Director | Mar 1984 | 13 Nov 2023 | 3 other companies |
| Thomas Michael Quinn | Director | Jul 1990 | 13 Nov 2023 | None |
| James Nicholas Wallis Reiss | Director | Jul 1988 | 13 Nov 2023 | 3 other companies |
Other companies run by these 3 directors
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 companies
- 3
- closed down
- 1
- is FCA-registered
- 1
In the full report: all 3 companies, named
- What each company does, and whether it is still trading
- Which of these 3 directors sit on each board, and since when
- Any that went into liquidation or administration
- The one on the FCA register
- The 3 companies these 3 directors run together
Filed accounts and finances
Total equity
−£18.4k
Up £28.2k from −£46.5k
Cash at bank
£80.5k
Up £76.1k from £4,481
Owed within a year
£119k
+107% from £57.5k
Total equity is negative: on its last balance sheet the company owed £18.4k more than it owned.
Total equity
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.
Accounts filed at Companies House for company 15280747. Figures are exactly as filed; nothing is estimated.
Key dates in its history
David James Wealth USA’s history from the FCA register and Companies House, newest first.
2024
18 March 2024
- Became an appointed representative
FCA register
2023
13 November 2023
- Incorporated at Companies House
- David James Wealth Holdings Ltd became the majority owner (50–75% of shares)
- Thomas Michael Quinn became a part-owner (25–50% of shares)
Companies House
In the full report: all 7 events
- All 7 events in its history (4 shown here)
- Every director appointment and resignation: 3
Firms connected to David James Wealth USA
Other FCA-listed firms that share a director, phone number or address with David James Wealth USA. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 2
- share a director
- 1
- share its postcode
- 2
In the full report: all 2 connected firms, named
- How each is linked: shared directors (1), the same postcode (2)
- Who links each one: the named directors, with dates
Firms like David James Wealth USA
Other firms of the same type (financial adviser), nearest first.
In London
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 James Wealth USA
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 3 other companies its directors have run, named
- 3 background checks on its contact details
- All 7 events in its history
- 2 connected firms, named, and who links them
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk