Davidson Pert Financial Associates Ltd

Reference number: 533521

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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

MPA Financial Management Limited Reference number: 434931 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 Pert Financial Associates Ltd (FRN 533521) is an AR of MPA Financial Management Limited (FRN 434931). When you use Davidson Pert Financial Associates's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Davidson Pert Financial Associates, 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

    01926 498808

  • Address

    8 Corunna Court, Corunna Road, Warwick, Warkickshire, CV34 5HQ, United Kingdom

In the full report: 2 background checks

  • What kind of line 01926 498808 is
  • Who else gives the postcode CV34 5HQ
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Other names (1)

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

  • ISIS Financial Associates Ltd Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through MPA 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, 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 name
DAVIDSON PERT FINANCIAL ASSOCIATES LIMITED
Company number
04886487
Company status
Active
Company type
Private limited company
Incorporated
3 September 2003 (23 years old)
Registered office
6 Corunna Court, Corunna Road, Warwick, CV34 5HQ
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
David Gerald Slora Director Jun 1966 31 Jul 2008 4 other companies
Jillian Margaret Slora Secretary Not published 31 Jul 2008 –

Other companies run by its director

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
4
closed down
3
still active
1

In the full report: all 4 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits 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 December 2025Small company accountsNot audited

Net assets

£143k

+7.5% from £133k

Cash at bank

£41

Same as £41

Employees (average)

4

Same as 4

Owed within a year

£133k

+1.7% from £131k

Assets and liabilities

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 04886487. 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 Pert Financial Associates’s history from the FCA register and Companies House, newest first.

Key events (5) All events (9)

2018

12 April 2018

  • Changed its registered name from "ISIS Financial Associates Ltd"

FCA register

2016

1 July 2016

  • David Gerald Slora took control (75–100% of shares)

Companies House

2010

14 October 2010

  • Became an appointed representative

FCA register

2008

31 July 2008

  • Board replaced: its only director left and a new director took over

Companies House

2003

3 September 2003

  • Incorporated at Companies House

Companies House

In the full report: all 9 events

  • All 9 events in its history (5 shown here)
  • Every director appointment and resignation: 3
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Firms connected to Davidson Pert Financial Associates

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

connected firms
3
no longer authorised
1
share its postcode
3

In the full report: all 3 connected firms, named

  • How each is linked: the same postcode (3)
  • Who links each one: the named directors, with dates
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Firms like Davidson Pert Financial Associates

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

In Warwick

Andrew RobinsonWarwickAppointed representativeBeauchamp Wealth LimitedWarwickAppointed representativeCartesian Wealth LimitedWarwickAppointed representativeFay ArrundaleWarwickAppointed representativeLivingstone IFA LimitedWarwickAppointed representativeRichard CupplesWarwickAppointed 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 Davidson Pert Financial Associates

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

  • 4 other companies its directors have run, named
  • 2 background checks on its contact details
  • All 9 events in its history
  • 3 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Davidson Pert Financial Associates Ltd FCA authorised?
Davidson Pert Financial Associates Ltd (FRN 533521) 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 Pert Financial Associates?
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 Pert Financial Associates Ltd (FRN 533521) is an AR of MPA Financial Management Limited (FRN 434931). When you use Davidson Pert Financial Associates's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Davidson Pert Financial Associates, 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 Pert Financial Associates’ phone number?
The FCA register lists the phone number 01926 498808 for Davidson Pert Financial Associates. If you were given different contact details, use these to check with the firm before going any further.
Is Davidson Pert Financial Associates a scam or clone?
Davidson Pert Financial Associates 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 Pert Financial Associates?
Protection works through MPA Financial Management Limited, the principal firm responsible for Davidson Pert Financial Associates's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Davidson Pert Financial Associates?
Companies House lists one person with significant control of Davidson Pert Financial Associates: Mr David Gerald Slora (75–100% of shares).
Who runs Davidson Pert Financial Associates?
Companies House lists one director of Davidson Pert Financial Associates: David Gerald Slora.
How long has Davidson Pert Financial Associates been in business?
The company was formed on 3 September 2003.
What do Davidson Pert Financial Associates’ latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £143k (+7.5% from £133k) and cash at bank of £41 (same as £41).
Does Davidson Pert Financial Associates use any other names?
It has previously used the name ISIS Financial Associates Ltd.

Sources and links

The full report on Davidson Pert Financial Associates Ltd

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