Jane Davidson

Reference number: 474075

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Appointed representative

Jane Davidson 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.
  • Jane Davidson (FRN 474075) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Jane Davidson's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Jane Davidson, 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 davidsonfinancialplanning.co.uk first appeared online, and whether it can receive email
  • What kind of line 07968 115592 is
  • Who else gives the postcode GL7 5JE
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Other names (1)

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

  • Davidson 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

Jane Davidson’s history from the FCA register and Companies House, newest first.

2019

23 January 2019

  • Began trading as "Davidson Financial Planning"

FCA register

2007

19 October 2007

  • Became an appointed representative

FCA register

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

Firms like Jane Davidson

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

In Cirencester

Blackwell Mortgages LtdCirencesterAppointed representativeCambrica Wealth Management LimitedCirencesterAppointed representativeEdward Trehearne Wealth Management LLPCirencesterAppointed representativeFidenti Financial Planning LtdCirencesterAppointed representativeHackett Wealth ManagementCirencesterAppointed representativeKingfisher Place Financial Planning LtdCirencesterAppointed 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 Jane Davidson

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 Jane Davidson FCA authorised?
Jane Davidson (FRN 474075) 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 Jane Davidson?
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. Jane Davidson (FRN 474075) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Jane Davidson's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Jane Davidson, 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 Jane Davidson’s phone number and website?
The FCA register lists the phone number 07968 115592 and the website davidsonfinancialplanning.co.uk for Jane Davidson. If you were given different contact details, use these to check with the firm before going any further.
Is Jane Davidson a scam or clone?
Jane Davidson 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 Jane Davidson?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Jane Davidson's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Does Jane Davidson use any other names?
It trades as Davidson Financial Planning.

Sources and links

The full report on Jane Davidson

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