David Johnson Financial Planning Ltd

Reference number: 530437

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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 Johnson Financial Planning Ltd (FRN 530437) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use David Johnson Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from David Johnson Financial Planning, 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, 1 thing worth a closer look

  • When partnership.sjp.co.uk first appeared online, and whether it can receive email
  • What kind of line 01452 621160 is
  • Who else gives the postcode GL1 2NE
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Other names (2)

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

  • Cathedral Green Financial Planning Trading name
  • David Johnson 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 number
08006516
Company status
Active
Company type
Private limited company
Incorporated
26 March 2012 (14 years old)
Registered office
8 College Street, Gloucester, GL1 2NE, United Kingdom
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
David Paul Johnson Director Aug 1976 26 Mar 2012 1 other company
Kay Yvonne Johnson Director Feb 1970 26 Mar 2012 None

Other companies run by these 2 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 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 these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • All 3 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2026Small company accountsNot audited

Net assets

£528k

+3.4% from £511k

Cash at bank

£554k

+8.7% from £510k

Employees (average)

4

Same as 4

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2020 to 2026
  • 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 08006516. 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 Johnson Financial Planning’s history from the FCA register and Companies House, newest first.

Key events (5) All events (10)

2016

6 April 2016

  • David Paul Johnson gained significant control
  • Kay Yvonne Johnson gained significant control

Companies House

2012

30 May 2012

  • Changed its registered name from "David Johnson"

FCA register

26 March 2012

  • Incorporated at Companies House

Companies House

2010

10 September 2010

  • Became an appointed representative

FCA register

In the full report: all 10 events

  • All 10 events in its history (5 shown here)
  • Every director appointment and resignation: 4
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Firms like David Johnson Financial Planning

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

In Gloucester

Andrew ShawGloucesterAppointed representativeBlackfriars Wealth Management LtdGloucesterAppointed representativeCornell Services LtdGloucesterAppointed representativeCornell Solutions LimitedGloucesterAppointed representativeDallas & Co LtdGloucesterAppointed representativeDenman Financial Planning LtdGloucesterAppointed 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 Johnson Financial Planning

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
  • 3 background checks on its contact details, 1 flagged
  • 7 years of accounts, charted
  • All 10 events in its history

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Frequently asked questions about this firm

Is David Johnson Financial Planning Ltd FCA authorised?
David Johnson Financial Planning Ltd (FRN 530437) 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 Johnson Financial Planning?
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 Johnson Financial Planning Ltd (FRN 530437) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use David Johnson Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from David Johnson Financial Planning, 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 Johnson Financial Planning’s phone number and website?
The FCA register lists the phone number 01452 621160 and the website partnership.sjp.co.uk/partner/davidjohnson for David Johnson Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is David Johnson Financial Planning a scam or clone?
David Johnson Financial Planning 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 Johnson Financial Planning?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for David Johnson Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns David Johnson Financial Planning?
Companies House lists 2 people with significant control of David Johnson Financial Planning: Mr David Paul Johnson (significant influence or control) and Mrs Kay Yvonne Johnson (significant influence or control).
Who runs David Johnson Financial Planning?
Companies House lists 2 directors of David Johnson Financial Planning: David Paul Johnson and Kay Yvonne Johnson.
How long has David Johnson Financial Planning been in business?
The company was formed on 26 March 2012.
What do David Johnson Financial Planning’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £528k (+3.4% from £511k) and cash at bank of £554k (+8.7% from £510k).
Does David Johnson Financial Planning use any other names?
It trades as Cathedral Green Financial Planning. It has previously used the name David Johnson.

Sources and links

The full report on David Johnson Financial Planning Ltd

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