Davidson Wealth Management Limited: FCA regulated?

Authorisation being cancelled

This firm has asked the FCA to cancel its authorisation. It is still in force until the FCA processes the application, so existing business keeps its protection, but its regulated work is winding down.

Authorised for 9 years
Your funds are protected by FSCS
No FCA actions
Active company since 2010
Accounts filed up to 31 January 2026

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.

Website

dwmfinancial.com (opens in a new tab)
Phone number

07900 680451
Address

The Old Manse of Bourtie, Kirkton of Bourtie, Inverurie, Aberdeenshire, AB51 0JS, United Kingdom

In the full report: 3 background checks

When dwmfinancial.com first appeared online, and whether it can receive email
What kind of line 07900 680451 is
Who else gives the postcode AB51 0JS

FCA permissions and consumer protection

Give regulated advice FSCS may apply
A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
Manage or trade investments FSCS may apply
Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
Lend or arrange credit No FSCS cover
Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
Complaints Ombudsman, free
You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Show FCA detail (5 permissions)

Advising on investments (except on Pension Transfers and Pension Opt Outs)
Advising on Pension Transfers and Pension Opt Outs
Arranging (bringing about) deals in investments
Debt-counselling
Making arrangements with a view to transactions in investments

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: SC371350 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 18 January 2010 (16 years old)
Registered office: The Old Manse, Bourtie, Inverurie, Aberdeenshire, AB51 0JS
Nature of business: Activities of insurance agents and brokers (SIC 66220)
Other activities auxiliary to insurance and pension funding (SIC 66290)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Blair James Argo Davidson	Director	Aug 1971	18 Jan 2010	2 other companies

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: 2
closed down: 2

In the full report: all 2 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 2 people who have ever been directors, with their dates

Filed accounts and finances

Year to 31 January 2026Micro-entity accountsNot audited

Net assets

£212k

−21% from £268k

Employees (average)

2

Same as 2

Owed within a year

£115k

−16% from £136k

No turnover or profit for the year to 31 January 2026: the accounts print them but do not tag them. The last tagged figures are £459k turnover and £216k profit, for the year to 31 January 2023.

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

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.

Accounts filed at Companies House for company SC371350. 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 Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (4) All events (9)

2016

1 December 2016

Regulated by the FCA from this date
Applied to cancel its FCA authorisation

FCA register

6 April 2016

Blair James Argo Davidson took control (75–100% of shares)

Companies House

2010

18 January 2010

Incorporated at Companies House

Companies House

In the full report: all 9 events

All 9 events in its history (4 shown here)
Every director appointment and resignation: 3

Firms like Davidson Wealth Management

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

In Inverurie

Stewardship Wealth LimitedInverurieAuthorised Advanced Financial Planning Scotland LimitedInverurieAppointed representative Association of Head Teachers & Deputes in ScotlandInverurieAppointed representative Mathieson Financial Services LimitedInverurieAppointed representative RW Morrison Wealth Management LtdInverurieAppointed 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 Wealth Management

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

2 other companies its directors have run, named
3 background checks on its contact details
7 years of accounts, charted
All 9 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Davidson Wealth Management Limited FCA authorised?

Davidson Wealth Management Limited (FRN 737351) is on the FCA register, but its authorisation is changing (authorisation being cancelled). Check the register before dealing with it.

What is Davidson Wealth Management’s phone number and website?

The FCA register lists the phone number 07900 680451 and the website dwmfinancial.com for Davidson Wealth Management. If you were given different contact details, use these to check with the firm before going any further.

Is Davidson Wealth Management a scam or clone?

Davidson Wealth Management 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 Wealth Management?

It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Davidson Wealth Management to the Financial Ombudsman Service, free of charge.

Who owns Davidson Wealth Management?

Companies House lists one person with significant control of Davidson Wealth Management: Mr Blair James Argo Davidson (75–100% of shares).

Who runs Davidson Wealth Management?

Companies House lists one director of Davidson Wealth Management: Blair James Argo Davidson.

How long has Davidson Wealth Management been in business?

The company was formed on 18 January 2010.

What do Davidson Wealth Management’s latest accounts show?

Its latest accounts, to 31 January 2026, show net assets of £212k (−21% from £268k).