Greywood Financial Planning Ltd

Reference number: 1051355

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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.
  • Greywood Financial Planning Ltd (FRN 1051355) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Greywood Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Greywood 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.

In the full report: 3 background checks, 1 thing worth a closer look

  • When greywoodfp.co.uk first appeared online, and whether it can receive email
  • What kind of line 01543 263807 is
  • Who else gives the postcode WS13 6LH
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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
16926319
Company status
Active
Company type
Private limited company
Incorporated
22 December 2025 (less than a year old)
Registered office
6 Market Street, Lichfield, Staffordshire, WS13 6LH, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Timothy Dixon Director Apr 1986 22 Dec 2025 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

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

2026

15 July 2026

  • Kelly Dixon became a part-owner (25–50% of shares)

Companies House

11 March 2026

  • Became an appointed representative
  • Began trading as "Greywood Financial Planning"

FCA register

2025

22 December 2025

  • Incorporated at Companies House
  • Timothy Dixon became the majority owner (50–75% of shares)
  • Timothy Dixon appointed as a director

Companies House

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

Firms like Greywood Financial Planning

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

In Lichfield

2nd City Finance LtdLichfieldAppointed representativeAndrew Davies-Rounds & Michelle Davies-RoundsLichfieldAppointed representativeBowbrook Financial Planners LtdLichfieldAppointed representativeChatsworth Wealth Management LimitedLichfieldAppointed representativeFour Oaks Financial Services LimitedLichfieldAppointed representativeLehmann Financial Management LimitedLichfieldAppointed 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 Greywood 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
  • 3 background checks on its contact details, 1 flagged
  • All 6 events in its history

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Frequently asked questions about this firm

Is Greywood Financial Planning Ltd FCA authorised?
Greywood Financial Planning Ltd (FRN 1051355) 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 Greywood 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. Greywood Financial Planning Ltd (FRN 1051355) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Greywood Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Greywood 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 Greywood Financial Planning’s phone number and website?
The FCA register lists the phone number 01543 263807 and the website greywoodfp.co.uk for Greywood Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Greywood Financial Planning a scam or clone?
Greywood 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 Greywood Financial Planning?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Greywood Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Greywood Financial Planning?
Companies House lists 2 people with significant control of Greywood Financial Planning: Mr Timothy Dixon (50–75% of shares) and Mrs Kelly Dixon (25–50% of shares).
Who runs Greywood Financial Planning?
Companies House lists one director of Greywood Financial Planning: Timothy Dixon.
How long has Greywood Financial Planning been in business?
The company was formed on 22 December 2025.

Sources and links

The full report on Greywood Financial Planning Ltd

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