Eleanor Lees

Reference number: 756066

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Appointed representative

Eleanor Lees does not hold FCA authorisation of their own, and acts under a principal firm, which is legally responsible for their 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.
  • Eleanor Lees (FRN 756066) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Eleanor Lees's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Eleanor Lees, 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

    07796 150286

  • Address

    St. James's Place House, One Central Boulevard, Blythe Valley Park, Solihull, B90 8BG, United Kingdom

In the full report: 2 background checks, 1 thing worth a closer look

  • What kind of line 07796 150286 is
  • Whether B90 8BG is a shared office: 44 other firms give it
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Other names (1)

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

  • Avonford Financial Planning Trading name

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.

Key dates in its history

Eleanor Lees’s history from the FCA register and Companies House, newest first.

2025

16 March 2025

  • Began trading as "Avonford Financial Planning"

FCA register

2016

15 August 2016

  • Became an appointed representative

FCA register

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

Firms like Eleanor Lees

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

In Solihull

Adrian WagstaffSolihullAppointed representativeAIT Business Solutions LimitedSolihullAppointed representativeAndrew LangdellSolihullAppointed representativeAndrew MitchellSolihullAppointed representativeAW Wealth LtdSolihullAppointed representativeBabar HussainSolihullAppointed 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 Eleanor Lees

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, 1 flagged
  • All 2 events in its history

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Frequently asked questions about this firm

Is Eleanor Lees FCA authorised?
Eleanor Lees (FRN 756066) 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 Eleanor Lees?
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. Eleanor Lees (FRN 756066) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Eleanor Lees's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Eleanor Lees, 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 Eleanor Lees’ phone number?
The FCA register lists the phone number 07796 150286 for Eleanor Lees. If you were given different contact details, use these to check with the firm before going any further.
Is Eleanor Lees a scam or clone?
Eleanor Lees 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 Eleanor Lees?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Eleanor Lees's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Does Eleanor Lees use any other names?
It trades as Avonford Financial Planning.

Sources and links

The full report on Eleanor Lees

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