Davis Wealth Management Limited

Reference number: 917672

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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

St. James's Place Wealth Management Plc Reference number: 195351 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 Wealth Management Limited (FRN 917672) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Davis Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Davis Wealth Management, 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 daviswealth.co.uk first appeared online, and whether it can receive email
  • What kind of line 0113 320 5530 is
  • Who else gives the postcode BD17 7TD
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through St. James's Place Wealth Management PLC, 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
11312603
Company status
Active
Company type
Private limited company
Incorporated
16 April 2018 (8 years old)
Registered office
1st Floor, East Suite Waterfront, Salts Mill Road, Bradford, BD17 7TD, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
James Davis Director Jul 1983 16 Apr 2018 1 other company
Jodie Marie Davis Director Aug 1988 16 Apr 2018 2 other companies

Other companies run by these 2 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
3
closed down
1
still active
2

In the full report: all 3 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
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Filed accounts and finances

Year to 30 April 2026Micro-entity accountsNot audited

Net assets

£30.7k

+11% from £27.7k

Employees (average)

3

−25% from 4

Owed within a year

£61.7k

−11% from £69.2k

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
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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 11312603. 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

Davis Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (4) All events (7)

2019

2 December 2019

  • Became an appointed representative

FCA register

2018

16 April 2018

  • Incorporated at Companies House
  • James Davis became a part-owner (25–50% of shares)
  • Jodie Marie Davis became a part-owner (25–50% of shares)

Companies House

In the full report: all 7 events

  • All 7 events in its history (4 shown here)
  • Every director appointment and resignation: 2
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Firms connected to Davis Wealth Management

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

connected firms
2
share its postcode
2

In the full report: all 2 connected firms, named

  • How each is linked: the same postcode (2)
  • Who links each one: the named directors, with dates
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Firms like Davis Wealth Management

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

In Shipley

Cleverly Planned LtdShipleyAppointed representativeSmith Butler LtdShipleyAppointed representativeAndrew Hill LimitedShipleyAuthorisedIFA Consultants LimitedShipleyAuthorisedThe Wealth Management Group LLPShipleySee the register

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 Wealth Management

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

  • 3 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 7 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Davis Wealth Management Limited FCA authorised?
Davis Wealth Management Limited (FRN 917672) 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 Wealth Management?
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 Wealth Management Limited (FRN 917672) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Davis Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Davis Wealth Management, 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 Wealth Management’s phone number and website?
The FCA register lists the phone number 0113 320 5530 and the website daviswealth.co.uk for Davis Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Davis Wealth Management a scam or clone?
Davis 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 Davis Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Davis Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Davis Wealth Management?
Companies House lists 2 people with significant control of Davis Wealth Management: Mr James Davis (25–50% of shares) and Mrs Jodie Marie Davis (25–50% of shares).
Who runs Davis Wealth Management?
Companies House lists 2 directors of Davis Wealth Management: James Davis and Jodie Marie Davis.
How long has Davis Wealth Management been in business?
The company was formed on 16 April 2018.
What do Davis Wealth Management’s latest accounts show?
Its latest accounts, to 30 April 2026, show net assets of £30.7k (+11% from £27.7k).

Sources and links

The full report on Davis Wealth Management Limited

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