Jamieson Financial Planning Ltd

Reference number: 764928

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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

Pi Financial Ltd Reference number: 186419 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.
  • Jamieson Financial Planning Ltd (FRN 764928) is an AR of Pi Financial Ltd (FRN 186419). When you use Jamieson Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Jamieson 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 jamiesonfp.co.uk first appeared online, and whether it can receive email
  • What kind of line 07795 558476 is
  • Who else gives the postcode EH41 4ES
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through PI Financial Ltd, 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.

Concerns on the company record

  • Confirmation statement is overdue at Companies House.
Company number
SC546999
Company status
Active
Company type
Private limited company
Incorporated
5 October 2016 (10 years old)
Registered office
36 Burnside, Haddington, East Lothian, EH41 4ES, Scotland
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Carla Jamieson Director Apr 1979 5 Oct 2016 None
Graham Jamieson Director Jun 1977 5 Oct 2016 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
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Filed accounts and finances

Year to 30 September 2025Small company accountsNot audited

Net assets

£2,238

Up £2,097 from £141

Cash at bank

£18.2k

+53% from £11.9k

Employees (average)

2

Up 2 from 0

Net assets

In the full report: all 7 years of accounts

  • Every year from 2019 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.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company SC546999. 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 Financial Planning’s history from the FCA register and Companies House, newest first.

2017

4 October 2017

  • Graham Jamieson became the majority owner (50–75% of shares)

Companies House

2016

21 November 2016

  • Became an appointed representative

FCA register

5 October 2016

  • Incorporated at Companies House
  • Graham Jamieson became the majority owner (50–75% of shares)
  • Carla Jamieson appointed as a director
  • Graham Jamieson appointed as a director

Companies House

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

Firms like Jamieson Financial Planning

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

In Haddington

Burt Financial Planning LtdHaddingtonAppointed representativeCFind (Scotland) LtdHaddingtonAppointed representativeWilson Financial Advice LtdHaddingtonAppointed representativeMiller Associates LtdHaddingtonAuthorisedO'Sullivan AssociatesHaddingtonAuthorisedSteven John O'NeillHaddingtonAuthorised

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 Financial Planning

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

  • Every company its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 6 events in its history

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Frequently asked questions about this firm

Is Jamieson Financial Planning Ltd FCA authorised?
Jamieson Financial Planning Ltd (FRN 764928) 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 Jamieson 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. Jamieson Financial Planning Ltd (FRN 764928) is an AR of Pi Financial Ltd (FRN 186419). When you use Jamieson Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Jamieson 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 Jamieson Financial Planning’s phone number and website?
The FCA register lists the phone number 07795 558476 and the website jamiesonfp.co.uk for Jamieson Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Jamieson Financial Planning a scam or clone?
Jamieson 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 Jamieson Financial Planning?
Protection works through PI Financial Ltd, the principal firm responsible for Jamieson Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Jamieson Financial Planning?
Companies House lists 2 people with significant control of Jamieson Financial Planning: Mr Graham Jamieson (50–75% of shares) and Mr Graham Jamieson (50–75% of shares).
Who runs Jamieson Financial Planning?
Companies House lists 2 directors of Jamieson Financial Planning: Carla Jamieson and Graham Jamieson.
How long has Jamieson Financial Planning been in business?
The company was formed on 5 October 2016.
What do Jamieson Financial Planning’s latest accounts show?
Its latest accounts, to 30 September 2025, show net assets of £2,238 (up £2,097 from £141) and cash at bank of £18.2k (+53% from £11.9k).

Sources and links

The full report on Jamieson Financial Planning Ltd

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