David Sinclair

Reference number: 1026169

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Appointed representative

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

Responsible principal firm

M&G ADVICE PARTNERS LIMITED Reference number: 584256 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 Sinclair (FRN 1026169) is an AR of M&G ADVICE PARTNERS LIMITED (FRN 584256). When you use David Sinclair's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from David Sinclair, 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

    07356 202788

  • Address

    17 Stapleton Close, Martock, Somerset, TA12 6HS, United Kingdom

In the full report: 2 background checks

  • What kind of line 07356 202788 is
  • Who else gives the postcode TA12 6HS
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Other names (1)

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

  • VMG Financial Planning Trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through M&g Advice Partners 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 Sinclair’s history from the FCA register and Companies House, newest first.

2025

31 January 2025

  • Became an appointed representative
  • Began trading as "VMG Financial Planning"

FCA register

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

Firms like David Sinclair

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

In Martock

P J Watts Independent Financial Adviser LtdMartockAuthorised

In the Taunton (TA) postcode area

AmberStone Financial Planning LimitedTauntonAppointed representativeAuxilia Financial Services LtdIlminsterAppointed representativeBallantine Wealth Management LimitedBridgwaterAppointed representativeCardan Wealth Management LLPTauntonAppointed representativeChetwood Private Wealth LimitedWellingtonAppointed 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 Sinclair

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 2 events in its history

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Frequently asked questions about this firm

Is David Sinclair FCA authorised?
David Sinclair (FRN 1026169) 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 Sinclair?
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 Sinclair (FRN 1026169) is an AR of M&G ADVICE PARTNERS LIMITED (FRN 584256). When you use David Sinclair's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from David Sinclair, 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 Sinclair’s phone number?
The FCA register lists the phone number 07356 202788 for David Sinclair. If you were given different contact details, use these to check with the firm before going any further.
Is David Sinclair a scam or clone?
David Sinclair 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 Sinclair?
Protection works through M&g Advice Partners Limited, the principal firm responsible for David Sinclair's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Does David Sinclair use any other names?
It trades as VMG Financial Planning.

Sources and links

The full report on David Sinclair

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