Jon Livsey: FCA regulated?

Appointed representative

Jon Livsey does not hold FCA authorisation of their own, and acts under a principal firm, which is legally responsible for their regulated business.

Appointed for 6 years
Protected through the principal
No FCA actions

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.
Jon Livsey (FRN 916520) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Jon Livsey's services, the FCA authorisation sits with the principal firm.
Example: if you take financial advice from Jon Livsey, 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.

No website on the FCA register
Phone number

07717 843932
Address

Blue Tower, Media City, Salford, M50 2ST, United Kingdom

In the full report: 2 background checks

What kind of line 07717 843932 is
Who else gives the postcode M50 2ST

Other names (2)

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

Livsey Financial Planning Trading name: A name it trades under now.
Livsey Financial Management Former trading name: A name it used to trade under.

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

Jon Livsey’s history from the FCA register and Companies House, newest first.

Key events (1) All events (4)

2019

8 November 2019

Became an appointed representative

FCA register

In the full report: all 4 events

All 4 events in its history (1 shown here)

Firms connected to Jon Livsey

Other FCA-listed firms that share a director, phone number or address with Jon Livsey. A link shows who the firm is tied to, not whether either can be trusted.

connected firm: 1
share its postcode: 1

In the full report: the connected firm, named

How it is linked: the same postcode (1)
Who links it to this firm: the named directors, with dates

Firms like Jon Livsey

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

In Salford

Aspire + Wealth Management LimitedSalfordAppointed representative Forte Wealth Management LimitedSalfordAppointed representative Frenkel Topping Associates LimitedSalfordAppointed representative Xtellus Capital LimitedSalfordAppointed representative Concerva LimitedSalfordAuthorised Frenkel Topping LimitedSalfordAuthorised

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 Jon Livsey

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 4 events in its history
1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Jon Livsey FCA authorised?

Jon Livsey (FRN 916520) 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 Jon Livsey?

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. Jon Livsey (FRN 916520) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Jon Livsey's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Jon Livsey, 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 Jon Livsey’s phone number?

The FCA register lists the phone number 07717 843932 for Jon Livsey. If you were given different contact details, use these to check with the firm before going any further.

Is Jon Livsey a scam or clone?

Jon Livsey 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 Jon Livsey?

Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Jon Livsey's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.

Does Jon Livsey use any other names?

It trades as Livsey Financial Planning. It has previously used the name Livsey Financial Management.