Franklin Davies (IFA) Limited

Reference number: 466832

Instant download

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

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

    029 2051 5500

  • Address

    24 Cardiff Road, Dinas Powys, South Glamorgan, CF64 4JS, United Kingdom

In the full report: 2 background checks

  • What kind of line 029 2051 5500 is, and the other firm that gives it
  • Who else gives the postcode CF64 4JS
Instant PDF download

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Advise on or arrange mortgages · Arrange equity release FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (13 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on a home reversion plan
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) a home reversion plan
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Making arrangements with a view to a home reversion plan
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

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
06178993
Company status
Active
Company type
Private limited company
Incorporated
22 March 2007 (19 years old)
Registered office
Matches the FCA register address ✓
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Jonathan Steven Davies Director Oct 1976 22 Mar 2007 1 other company
Paula Lisa Franklin Davies Director Apr 1971 22 Mar 2007 None
Diane Davies Director Aug 1952 28 Aug 2007 None
Steven Ronald Davies Director Apr 1956 28 Aug 2007 None
Jonathan Steven Davies Secretary Not published 22 Mar 2007 1 other company

Other companies run by these 4 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 company
1
still active
1
is FCA-registered
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of these 4 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The one on the FCA register
Instant PDF download

Filed accounts and finances

Year to 31 March 2026Small company accountsNot audited

Net assets

£32.3k

+44% from £22.4k

Cash at bank

£20.7k

<1% from £20.9k

Employees (average)

7

+40% from 5

Owed within a year

£25.6k

−23% from £33.4k

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
Instant PDF download
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 06178993. 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

Franklin Davies (IFA)’s history from the FCA register and Companies House, newest first.

Key events (7) All events (14)

2026

18 March 2026

  • Paula Lisa Davies stopped being a part-owner

Companies House

2016

6 April 2016

  • Jonathan Steven Davies took control (75–100% of shares)
  • Paula Lisa Davies became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2007

20 July 2007

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

22 March 2007

  • Incorporated at Companies House

Companies House

In the full report: all 14 events

  • All 14 events in its history (7 shown here)
  • Every director appointment and resignation: 4
Instant PDF download

Firms connected to Franklin Davies (IFA)

Other FCA-listed firms that share a director, phone number or address with Franklin Davies (IFA). A link shows who the firm is tied to, not whether either can be trusted.

connected firms
3
share a director
1
share its phone number
1

In the full report: all 3 connected firms, named

  • How each is linked: shared directors (1), the same phone number (1), the same postcode (3)
  • Who links each one: the named directors, with dates
Instant PDF download

Firms like Franklin Davies (IFA)

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

In Dinas Powys

Delta Intermediaries LimitedDinas PowysAppointed representative

In the Cardiff (CF) postcode area

Hugh James SolicitorsCardiffAuthorisedAbacus Assurance Financial Services LimitedPorthcawlAuthorisedAcumen Associate Financial Services LtdPontyclunAuthorisedAevitas Wealth LtdBridgendAuthorisedArchytas Strategic Planning LimitedCardiffAuthorised

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 Franklin Davies (IFA)

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

  • 1 other company its directors have run, named
  • 2 background checks on its contact details
  • 7 years of accounts, charted
  • All 14 events in its history
  • 3 connected firms, named, and who links them

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Franklin Davies (IFA) Limited FCA authorised?
Yes, Franklin Davies (IFA) Limited (FRN 466832) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since July 2007 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Franklin Davies (IFA)’s phone number?
The FCA register lists the phone number 029 2051 5500 for Franklin Davies (IFA). If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm.
Is Franklin Davies (IFA) a scam or clone?
Franklin Davies (IFA) 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 Franklin Davies (IFA)?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Franklin Davies (IFA) to the Financial Ombudsman Service, free of charge.
Who owns Franklin Davies (IFA)?
Companies House lists one person with significant control of Franklin Davies (IFA): Jonathan Steven Davies (75–100% of shares). Before that, it was controlled by Paula Lisa Davies.
Who runs Franklin Davies (IFA)?
Companies House lists 4 directors of Franklin Davies (IFA): Jonathan Steven Davies, Paula Lisa Franklin Davies, Diane Davies and Steven Ronald Davies.
How long has Franklin Davies (IFA) been in business?
The company was formed on 22 March 2007, and has held its current FCA authorisation since July 2007.
What do Franklin Davies (IFA)’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £32.3k (+44% from £22.4k) and cash at bank of £20.7k (<1% from £20.9k).

Sources and links

The full report on Franklin Davies (IFA) Limited

£19.99 · Instant PDF download

Loading secure checkout…