David Lewis

Reference number: 654487

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Appointed representative

David Lewis does not hold FCA authorisation of their own, and acts under a principal firm, which is legally responsible for their regulated business.

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 Lewis (FRN 654487) is an AR of Sesame Limited (FRN 150427). When you use David Lewis's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from David Lewis, 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

    01273 933273

  • Address

    95 Portland Road, Hove, BN3 5DP, United Kingdom

In the full report: 2 background checks

  • What kind of line 01273 933273 is
  • Who else gives the postcode BN3 5DP
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Other names (4)

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

  • David Lewis Mortgage Management Trading name: A name it trades under now.
  • David Lewis Wealth Management Limited Former name: A name it was registered under before.
  • David Paul Morgan Lewis Former name: A name it was registered under before.
  • David Lewis Wealth Management Former trading name: A name it used to trade under.

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Sesame 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, 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 Lewis’s history from the FCA register and Companies House, newest first.

2020

15 June 2020

  • Changed its registered name from "David Lewis Wealth Management Limited"

FCA register

2018

9 April 2018

  • Changed its registered name from "David Paul Morgan Lewis"

FCA register

2014

17 November 2014

  • Became an appointed representative

FCA register

In the full report: all 6 events

  • All 6 events in its history (3 shown here)
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Firms connected to David Lewis

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

connected firm
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like David Lewis

Other firms of the same type (mortgage adviser or broker), nearest first.

In Hove

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 Lewis

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 6 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is David Lewis FCA authorised?
David Lewis (FRN 654487) 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 Lewis?
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 Lewis (FRN 654487) is an AR of Sesame Limited (FRN 150427). When you use David Lewis's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from David Lewis, 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 Lewis’ phone number?
The FCA register lists the phone number 01273 933273 for David Lewis. If you were given different contact details, use these to check with the firm before going any further.
Is David Lewis a scam or clone?
David Lewis 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 Lewis?
Protection works through Sesame Limited, the principal firm responsible for David Lewis's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Does David Lewis use any other names?
It trades as David Lewis Mortgage Management. It has previously used 3 other names: David Lewis Wealth Management Limited, David Paul Morgan Lewis and David Lewis Wealth Management.

Sources and links

The full report on David Lewis

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