Davidson Deem Limited

Reference number: 408277

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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

Lumin Wealth Management Limited Reference number: 580185 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.
  • Davidson Deem Limited (FRN 408277) is an AR of Lumin Wealth Management Limited (FRN 580185). When you use Davidson Deem's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Davidson Deem, 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

  • When davidsondeem.co.uk first appeared online, and whether it can receive email
  • What kind of line 01202 884111 is
  • Who else gives the postcode BH21 7UH
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Other names (1)

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

  • Davidson Deem Ltd Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Lumin Wealth 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, 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
04297563
Company status
Active
Company type
Private limited company
Incorporated
2 October 2001 (25 years old)
Registered office
2nd Floor, 4 Beaconsfield Road, St. Albans, AL1 3RD, England
Nature of business
  • Activities of mortgage finance companies (SIC 64922)

Directors and company secretaries

Name Role Born Appointed Other companies
Brian Philip Keane Director Oct 1966 2 Oct 2001 2 other companies
Peter David Stokes Director Sep 1970 2 Oct 2001 2 other companies
Markus Graf Director Aug 1976 16 Jun 2023 14 other companies
Sarah Pamela Oluwole Director Nov 1990 16 Jun 2023 20 other companies
Kevin Jan Koenig Director May 1990 20 Jun 2025 2 other companies
Emily Freestone Secretary Not published 1 Jul 2026 –

Other companies run by these 5 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
25
closed down
11
are FCA-registered
4

In the full report: all 25 companies, named

  • What each company does, and whether it is still trading
  • Which of these 5 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 4 on the FCA register, including 2 no longer authorised
  • The 13 companies these 5 directors run together
  • All 8 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2023Micro-entity accountsNot audited

Net assets

£199k

−15% from £233k

Employees (average)

4

Same as 4

Owed within a year

£38.8k

+5.4% from £36.8k

Assets and liabilities

In the full report: all 4 years of accounts

  • Every year from 2020 to 2023
  • 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 04297563. 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

Davidson Deem’s history from the FCA register and Companies House, newest first.

Key events (12) All events (21)

2024

31 July 2024

  • Changed its registered name from "Davidson Deem Ltd"

FCA register

2023

17 June 2023

  • Brian Philip Keane became a part-owner (25–50% of shares)
  • Lumin Group Limited stopped being the majority owner
  • Peter David Stokes became a part-owner (25–50% of shares)

Companies House

16 June 2023

  • Brian Philip Keane stopped being a part-owner
  • Lumin Group Limited became the majority owner (50–75% of shares)
  • Lumin Group Limited took control (75–100% of shares)
  • Peter David Stokes stopped being a part-owner

Companies House

2016

1 July 2016

  • Brian Philip Keane became a part-owner (25–50% of shares)
  • Peter David Stokes became a part-owner (25–50% of shares)

Companies House

2004

1 October 2004

  • Became an appointed representative

FCA register

2001

2 October 2001

  • Incorporated at Companies House

Companies House

In the full report: all 21 events

  • All 21 events in its history (12 shown here)
  • Every director appointment and resignation: 9
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Firms connected to Davidson Deem

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

connected firms
4
share a director
4

In the full report: all 4 connected firms, named

  • How each is linked: shared directors (4)
  • Who links each one: the named directors, with dates
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Firms like Davidson Deem

Other firms of the same type (investment or fund manager), nearest first.

In the Bournemouth (BH) postcode area

Anvil Point asset Management LtdBournemouthAppointed representativeSelect Investment ServicesPooleAppointed representativeCharlwood IFA LimitedBournemouthAuthorisedFarley & Thompson LLPBournemouthAuthorisedWAY Fund Managers LimitedWimborneAuthorised

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 Davidson Deem

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

  • 25 other companies its directors have run, named
  • 3 background checks on its contact details
  • 4 years of accounts, charted
  • All 21 events in its history
  • 4 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Davidson Deem Limited FCA authorised?
Davidson Deem Limited (FRN 408277) 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 Davidson Deem?
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. Davidson Deem Limited (FRN 408277) is an AR of Lumin Wealth Management Limited (FRN 580185). When you use Davidson Deem's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Davidson Deem, 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 Davidson Deem’s phone number and website?
The FCA register lists the phone number 01202 884111 and the website davidsondeem.co.uk for Davidson Deem. If you were given different contact details, use these to check with the firm before going any further.
Is Davidson Deem a scam or clone?
Davidson Deem 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 Davidson Deem?
Protection works through Lumin Wealth Management Limited, the principal firm responsible for Davidson Deem's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Davidson Deem?
Davidson Deem is owned by Lumin Group Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 16 June 2023. Before that, it was controlled by Mr Brian Philip Keane and Mr Peter David Stokes.
Who runs Davidson Deem?
Companies House lists 5 directors of Davidson Deem: Brian Philip Keane, Peter David Stokes, Markus Graf, Sarah Pamela Oluwole and Kevin Jan Koenig.
How long has Davidson Deem been in business?
The company was formed on 2 October 2001.
What do Davidson Deem’s latest accounts show?
Its latest accounts, to 31 March 2023, show net assets of £199k (−15% from £233k).
Does Davidson Deem use any other names?
It has previously used the name Davidson Deem Ltd.

Sources and links

The full report on Davidson Deem Limited

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