James George Financial Planning Ltd

Reference number: 1060513

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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.
  • James George Financial Planning Ltd (FRN 1060513) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use James George Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from James George 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

  • When jamesgeorgefinancialplanning.co.uk first appeared online, and whether it can receive email
  • What kind of line 07701 026052 is
  • Who else gives the postcode DE22 5JE
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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
17327938
Company status
Active
Company type
Private limited company
Incorporated
8 July 2026 (less than a year old)
Registered office
13 Barn Close, Quarndon, Derby, DE22 5JE, England
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
James George Everett-Elliott Director Nov 1984 8 Jul 2026 7 other companies

Other companies run by its director

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 companies
7
closed down
7

In the full report: all 7 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
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Key dates in its history

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

2026

1 September 2026

  • Became an appointed representative

FCA register

8 July 2026

  • Incorporated at Companies House
  • James George Everett-Elliott took control (75–100% of shares)
  • James George Everett-elliott appointed as a director

Companies House

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

Firms like James George Financial Planning

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

In Derby

Blossom Financial Planning LtdDerbyAppointed representativeAMG Wealth Management LtdDerbyAppointed representativeAndrew DasilvaDerbyAppointed representativeAristotle Financial Planning LtdDerbyAppointed representativeAssist Protect LtdDerbyAppointed representativeAtlas Accountancy Services LimitedDerbyAppointed 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 James George Financial Planning

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

  • 7 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 4 events in its history

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Frequently asked questions about this firm

Is James George Financial Planning Ltd FCA authorised?
James George Financial Planning Ltd (FRN 1060513) 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 James George 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. James George Financial Planning Ltd (FRN 1060513) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use James George Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from James George 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 James George Financial Planning’s phone number and website?
The FCA register lists the phone number 07701 026052 and the website jamesgeorgefinancialplanning.co.uk for James George Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is James George Financial Planning a scam or clone?
James George 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 James George Financial Planning?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for James George Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns James George Financial Planning?
Companies House lists one person with significant control of James George Financial Planning: Mr James George Everett-Elliott (75–100% of shares).
Who runs James George Financial Planning?
Companies House lists one director of James George Financial Planning: James George Everett-Elliott.
How long has James George Financial Planning been in business?
The company was formed on 8 July 2026.

Sources and links

The full report on James George Financial Planning Ltd

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