Jamieson Christie Wealth Management Limited

Reference number: 422773

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Authorised by the FCA

This firm 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.

In the full report: 3 background checks

  • When jamiesonchristie.com first appeared online, and whether it can receive email
  • What kind of line 01676 532210 is
  • Who else gives the postcode CV7 7DN
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Other names (2)

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

  • Jamieson Christie Employee Benefits Trading name
  • Jamieson Christie Financial Services Former 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.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • 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 (13 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt Adjusting
  • Debt-counselling
  • Making arrangements with a view to regulated mortgage contracts
  • 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.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
05110737
Company status
Active
Company type
Private limited company
Incorporated
23 April 2004 (22 years old)
Registered office
Regent House, 430-432 Kenilworth Road, Balsall Common, West Midlands, CV7 7DN
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Dominic Peter James O'Brien Director Nov 1964 23 Apr 2004 1 other company
Anne Elizabeth O'Brien Director Oct 1967 1 Apr 2007 None
Anne Elizabeth O'Brien Secretary Not published 19 Feb 2007 None

Other companies run by these 2 directors

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 company
1
still active
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • All 3 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 April 2025Full accountsNot audited

Net assets

£533k

+3.4% from £516k

Cash at bank

£271k

+6.6% from £254k

Owed within a year

£204k

+14% from £178k

Assets and liabilities

In the full report: all 5 years of accounts

  • Every year from 2021 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company 05110737. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Jamieson Christie Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (6) All events (16)

2016

1 May 2016

  • Dominic Peter James O'Brien became a part-owner (25–50% of shares)

Companies House

6 April 2016

  • Anne Elizabeth O'Brien became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2005

4 May 2005

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

2004

23 April 2004

  • Incorporated at Companies House

Companies House

In the full report: all 16 events

  • All 16 events in its history (6 shown here)
  • Every director appointment and resignation: 4
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Firms like Jamieson Christie Wealth Management

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

In Coventry

Ashleigh Court Private Client Wealth Management LimitedCoventryAuthorisedCircle Financial Services LimitedCoventryAuthorisedCotswold Independent Financial Services LtdCoventryAuthorisedFSJC LtdCoventryAuthorisedHallmark Independent Financial AdvisersCoventryAuthorisedOakwood Financial Advisers LimitedCoventryAuthorised

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 Jamieson Christie Wealth Management

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

  • 1 other company its directors have run, named
  • 3 background checks on its contact details
  • 5 years of accounts, charted
  • All 16 events in its history

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Frequently asked questions about this firm

Is Jamieson Christie Wealth Management Limited FCA authorised?
Yes, Jamieson Christie Wealth Management Limited (FRN 422773) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since May 2005 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Jamieson Christie Wealth Management’s phone number and website?
The FCA register lists the phone number 01676 532210 and the website jamiesonchristie.com for Jamieson Christie Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Jamieson Christie Wealth Management a scam or clone?
Jamieson Christie Wealth Management 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 Jamieson Christie Wealth Management?
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 Jamieson Christie Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Jamieson Christie Wealth Management?
Companies House lists 2 people with significant control of Jamieson Christie Wealth Management: Mr Dominic Peter James O'Brien (25–50% of shares) and Mrs Anne Elizabeth O'Brien (25–50% of shares).
Who runs Jamieson Christie Wealth Management?
Companies House lists 2 directors of Jamieson Christie Wealth Management: Dominic Peter James O'Brien and Anne Elizabeth O'Brien.
How long has Jamieson Christie Wealth Management been in business?
The company was formed on 23 April 2004, and has held its current FCA authorisation since May 2005.
What do Jamieson Christie Wealth Management’s latest accounts show?
Its latest accounts, to 30 April 2025, show net assets of £533k (+3.4% from £516k) and cash at bank of £271k (+6.6% from £254k).
Does Jamieson Christie Wealth Management use any other names?
It trades as Jamieson Christie Employee Benefits. It has previously used the name Jamieson Christie Financial Services.

Sources and links

The full report on Jamieson Christie Wealth Management Limited

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