James Robertson

Reference number: 599287

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Authorised by the FCA

James Robertson 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

    01259 740008

  • Address

    54 Dewar Street, Dollar, Clackmannanshire, FK14 7ES, United Kingdom

In the full report: 2 background checks

  • What kind of line 01259 740008 is
  • Who else gives the postcode FK14 7ES
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Other names (1)

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

  • Sunnyside Financial Services Trading name

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.
  • 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 (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • 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.

Key dates in its history

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

Key events (2) All events (5)

2013

29 July 2013

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

In the full report: all 5 events

  • All 5 events in its history (2 shown here)
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Firms like James Robertson

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

In Dollar

Stirling Financial Management UK LimitedDollarAuthorisedGillespie Financial LimitedDollarAppointed representativeJonathan Smith Consulting LtdDollarAppointed 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 Robertson

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

  • 2 background checks on its contact details
  • All 5 events in its history

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Frequently asked questions about this firm

Is James Robertson FCA authorised?
Yes, James Robertson (FRN 599287) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since July 2013 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is James Robertson’s phone number?
The FCA register lists the phone number 01259 740008 for James Robertson. If you were given different contact details, use these to check with the firm before going any further.
Is James Robertson a scam or clone?
James Robertson 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 Robertson?
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 James Robertson to the Financial Ombudsman Service, free of charge.
Does James Robertson use any other names?
It trades as Sunnyside Financial Services.

Sources and links

The full report on James Robertson

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