Dawson James Financial Planning Ltd

Reference number: 1062043

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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

ValidPath Limited Reference number: 197107 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.
  • DAWSON JAMES FINANCIAL PLANNING LTD (FRN 1062043) is an AR of ValidPath Limited (FRN 197107). When you use DAWSON JAMES FINANCIAL PLANNING's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from DAWSON JAMES FINANCIAL PLANNING, 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

    01803 467464

  • Address

    Coworking Devon, Riverview, Dart Mills Estate, Buckfastleigh, Devon, TQ11 0NF, United Kingdom

In the full report: 2 background checks

  • What kind of line 01803 467464 is
  • Who else gives the postcode TQ11 0NF
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through ValidPath 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
17290460
Company status
Active
Company type
Private limited company
Incorporated
20 June 2026 (less than a year old)
Registered office
Coworking Devon, Riverview, Dart Mills Estate, Buckfastleigh, Devon, TQ11 0NF, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Daniel Alan Parker Director Jun 1986 20 Jun 2026 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Key dates in its history

Dawson James Financial Planning’s history from the FCA register and Companies House, newest first.

2026

23 September 2026

  • Became an appointed representative

FCA register

20 June 2026

  • Incorporated at Companies House
  • Daniel Alan Parker took control (75–100% of shares)
  • Daniel Alan Parker appointed as a director

Companies House

Director appointments and resignations, and trading names, appear under All events.

Firms connected to Dawson James Financial Planning

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

connected firm
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Dawson James Financial Planning

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

In Devon

Laura Jennians Financial Planning LtdDevonAppointed representativeAAF Financial LtdDevonAuthorisedCitadel Financial Solutions LimitedDevonAuthorisedFitch Financial Associates LimitedDevonAuthorisedHG IFA LimitedDevonAuthorisedNeligan Financial LimitedDevonAuthorised

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 Dawson James Financial Planning

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

  • Every company its directors have run, named
  • 2 background checks on its contact details
  • All 4 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Dawson James Financial Planning Ltd FCA authorised?
Dawson James Financial Planning Ltd (FRN 1062043) 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 Dawson James Financial Planning?
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. Dawson James Financial Planning Ltd (FRN 1062043) is an AR of ValidPath Limited (FRN 197107). When you use Dawson James Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Dawson James Financial Planning, 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 Dawson James Financial Planning’s phone number?
The FCA register lists the phone number 01803 467464 for Dawson James Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Dawson James Financial Planning a scam or clone?
Dawson James Financial Planning 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 Dawson James Financial Planning?
Protection works through ValidPath Limited, the principal firm responsible for Dawson James Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Dawson James Financial Planning?
Companies House lists one person with significant control of Dawson James Financial Planning: Mr Daniel Alan Parker (75–100% of shares).
Who runs Dawson James Financial Planning?
Companies House lists one director of Dawson James Financial Planning: Daniel Alan Parker.
How long has Dawson James Financial Planning been in business?
The company was formed on 20 June 2026.

Sources and links

The full report on Dawson James Financial Planning Ltd

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