Frankland Financial Management Ltd

Reference number: 983927

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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.
  • Frankland Financial Management Ltd (FRN 983927) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Frankland Financial Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Frankland Financial 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 partnership.sjp.co.uk first appeared online, and whether it can receive email
  • What kind of line 07713 343189 is
  • Who else gives the postcode LS16 7EP
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Other names (1)

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

  • Baz Frankland Former 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.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
16223796
Company status
Active
Company type
Private limited company
Incorporated
3 February 2025 (1 year old)
Registered office
36 Moseley Wood Lane, Leeds, LS16 7EP, England
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Barrie John Frankland Director Nov 1987 3 Feb 2025 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Filed accounts and finances

14 months to 31 March 2026Micro-entity accountsNot audited

Net assets

£1,210

No earlier figure to compare

Employees (average)

2

No earlier figure to compare

Owed within a year

£129k

No earlier figure to compare

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 16223796. 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

Frankland Financial Management’s history from the FCA register and Companies House, newest first.

Key events (4) All events (7)

2025

26 February 2025

  • Changed its registered name from "Baz Frankland"

FCA register

3 February 2025

  • Incorporated at Companies House
  • Barrie John Frankland took control (75–100% of shares)

Companies House

2022

23 September 2022

  • Became an appointed representative

FCA register

In the full report: all 7 events

  • All 7 events in its history (4 shown here)
  • Every director appointment and resignation: 1
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Firms like Frankland Financial Management

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

In Leeds

Adam MacKenzie & PartnersLeedsAppointed representativeAndrew William BlackburnLeedsAppointed representativeAndrew YoungLeedsAppointed representativeArqera Capital LimitedLeedsAppointed representativeAyla Wealth Management LtdLeedsAppointed representativeBartlett Employee Benefits LimitedLeedsAppointed 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 Frankland Financial Management

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
  • 3 background checks on its contact details
  • All 7 events in its history

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Frequently asked questions about this firm

Is Frankland Financial Management Ltd FCA authorised?
Frankland Financial Management Ltd (FRN 983927) 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 Frankland Financial 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. Frankland Financial Management Ltd (FRN 983927) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Frankland Financial Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Frankland Financial 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 Frankland Financial Management’s phone number and website?
The FCA register lists the phone number 07713 343189 and the website partnership.sjp.co.uk/partner/franklandfinancialmanagement for Frankland Financial Management. If you were given different contact details, use these to check with the firm before going any further.
Is Frankland Financial Management a scam or clone?
Frankland Financial 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 Frankland Financial Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Frankland Financial Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Frankland Financial Management?
Companies House lists one person with significant control of Frankland Financial Management: Mr Barrie John Frankland (75–100% of shares).
Who runs Frankland Financial Management?
Companies House lists one director of Frankland Financial Management: Barrie John Frankland.
How long has Frankland Financial Management been in business?
The company was formed on 3 February 2025.
What do Frankland Financial Management’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £1,210 (no earlier figure to compare).
Does Frankland Financial Management use any other names?
It has previously used the name Baz Frankland.

Sources and links

The full report on Frankland Financial Management Ltd

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