Ian Marsh

Reference number: 927265

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Appointed representative

Ian Marsh 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.
  • Ian Marsh (FRN 927265) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Ian Marsh's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Ian Marsh, 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.ukpartnerimfinancialplanning first appeared online (checks being collected)
  • What kind of line 07825 906112 is
  • Who else gives the postcode HP10 8NU
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Other names (1)

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

  • IM 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

Ian Marsh’s history from the FCA register and Companies House, newest first.

2020

4 June 2020

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

FCA register

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

Firms like Ian Marsh

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

In High Wycombe

Applewood Financial Solutions LtdHigh WycombeAppointed representativeCG Finance LtdHigh WycombeAppointed representativeEJS Financial Planners LtdHigh WycombeAppointed representativeMark SchmullHigh WycombeAppointed representativeNiyi MureleHigh WycombeAppointed representativeStorer Financial Planning LimitedHigh WycombeAppointed 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 Ian Marsh

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 2 events in its history

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Frequently asked questions about this firm

Is Ian Marsh FCA authorised?
Ian Marsh (FRN 927265) 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 Ian Marsh?
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. Ian Marsh (FRN 927265) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Ian Marsh's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Ian Marsh, 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 Ian Marsh’s phone number and website?
The FCA register lists the phone number 07825 906112 and the website partnership.sjp.co.ukpartnerimfinancialplanning for Ian Marsh. If you were given different contact details, use these to check with the firm before going any further.
Is Ian Marsh a scam or clone?
Ian Marsh 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 Ian Marsh?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Ian Marsh's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Does Ian Marsh use any other names?
It trades as IM Financial Planning.

Sources and links

The full report on Ian Marsh

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