Davis Financial Consulting Limited

Reference number: 607231

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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

OCM WEALTH MANAGEMENT LIMITED Reference number: 418826 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.
  • Davis Financial Consulting Limited (FRN 607231) is an AR of OCM WEALTH MANAGEMENT LIMITED (FRN 418826). When you use Davis Financial Consulting's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Davis Financial Consulting, 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

    01296 580728

  • Address

    12 King Edward Avenue, Aylesbury, Bucks, HP21 7JD, United Kingdom

In the full report: 2 background checks

  • What kind of line 01296 580728 is
  • Who else gives the postcode HP21 7JD
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Ocm 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.

Firms like Davis Financial Consulting

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

In Aylesbury

QW Invest LLPAylesburyAppointed representativeJ Rothschild Services LimitedAylesburyAppointed representativeBrilliance Financial Planning LimitedAylesburyAuthorised

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 Davis Financial Consulting

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

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Frequently asked questions about this firm

Is Davis Financial Consulting Limited FCA authorised?
Davis Financial Consulting Limited (FRN 607231) 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 Davis Financial Consulting?
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. Davis Financial Consulting Limited (FRN 607231) is an AR of OCM WEALTH MANAGEMENT LIMITED (FRN 418826). When you use Davis Financial Consulting's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Davis Financial Consulting, 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 Davis Financial Consulting’s phone number?
The FCA register lists the phone number 01296 580728 for Davis Financial Consulting. If you were given different contact details, use these to check with the firm before going any further.
Is Davis Financial Consulting a scam or clone?
Davis Financial Consulting 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 Davis Financial Consulting?
Protection works through Ocm Wealth Management Limited, the principal firm responsible for Davis Financial Consulting's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.

Sources and links

The full report on Davis Financial Consulting Limited

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