Henry James Bowman

Reference number: 182189

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Appointed representative

Henry James Bowman 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.
  • Henry James Bowman (FRN 182189) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Henry James Bowman's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Henry James Bowman, 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 portlethenfinancial.co.uk first appeared online, and whether it can receive email
  • What kind of line 01224 784030 is, and the other firm that gives it
  • Who else gives the postcode AB15 7XB
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Other names (2)

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

  • Portlethen Financial Services Trading name
  • Portlethen Independent Financial Services (2379) 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.

Key dates in its history

Henry James Bowman’s history from the FCA register and Companies House, newest first.

2014

7 July 2014

  • Changed its registered name from "Portlethen Independent Financial Services (2379)"
  • Began trading as "Portlethen Financial Services"

FCA register

1996

17 October 1996

  • Became an appointed representative

FCA register

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

Firms connected to Henry James Bowman

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

connected firm
1
share its phone number
1

In the full report: the connected firm, named

  • How it is linked: the same phone number (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Henry James Bowman

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

In Aberdeen

Adam Sinclair & Associates Wealth Management LtdAberdeenAppointed representativeAmanda Louise KnoxAberdeenAppointed representativeBuchan Wealth Management LtdAberdeenAppointed representativeClifton Wealth Partnership (Aberdeen) LtdAberdeenAppointed representativeCraig Andrew McPetrieAberdeenAppointed representativeCreate Financial Solutions LimitedAberdeenAppointed 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 Henry James Bowman

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

  • 3 background checks on its contact details
  • All 3 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Henry James Bowman FCA authorised?
Henry James Bowman (FRN 182189) 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 Henry James Bowman?
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. Henry James Bowman (FRN 182189) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Henry James Bowman's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Henry James Bowman, 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 Henry James Bowman’s phone number and website?
The FCA register lists the phone number 01224 784030 and the website portlethenfinancial.co.uk for Henry James Bowman. 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 Henry James Bowman a scam or clone?
Henry James Bowman 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 Henry James Bowman?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Henry James Bowman's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Does Henry James Bowman use any other names?
It trades as Portlethen Financial Services. It has previously used the name Portlethen Independent Financial Services (2379).

Sources and links

The full report on Henry James Bowman

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