Jonathan Barkey

Reference number: 750286

Instant download

Appointed representative

Jonathan Barkey 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

Quilter Financial Services Limited Reference number: 440703 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.
  • Jonathan Barkey (FRN 750286) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Jonathan Barkey's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Jonathan Barkey, 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

    0113 873 0421

  • Address

    26 Shandon Street, Edinburgh, Edinburgh, City Of, EH11 1QH, United Kingdom

In the full report: 2 background checks

  • What kind of line 0113 873 0421 is
  • Who else gives the postcode EH11 1QH
Instant PDF download
Other names (1)

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

  • Jonathan Barkey Financial Planning Trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Quilter Financial Services Limited, 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

Jonathan Barkey’s history from the FCA register and Companies House, newest first.

2025

12 November 2025

  • Began trading as "Jonathan Barkey Financial Planning"

FCA register

2016

17 June 2016

  • Became an appointed representative

FCA register

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

Firms like Jonathan Barkey

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

In Edinburgh

Royal College Of Surgeons Of EdinburghEdinburghAppointed representativeAB1 Financial Planning LtdEdinburghAppointed representativeAdam LeechEdinburghAppointed representativeAdrian HangerEdinburghAppointed representativeAlasdair McLeishEdinburghAppointed representativeAlex DockarEdinburghAppointed 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 Jonathan Barkey

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 2 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Jonathan Barkey FCA authorised?
Jonathan Barkey (FRN 750286) 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 Jonathan Barkey?
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. Jonathan Barkey (FRN 750286) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Jonathan Barkey's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Jonathan Barkey, 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 Jonathan Barkey’s phone number?
The FCA register lists the phone number 0113 873 0421 for Jonathan Barkey. If you were given different contact details, use these to check with the firm before going any further.
Is Jonathan Barkey a scam or clone?
Jonathan Barkey 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 Jonathan Barkey?
Protection works through Quilter Financial Services Limited, the principal firm responsible for Jonathan Barkey's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Does Jonathan Barkey use any other names?
It trades as Jonathan Barkey Financial Planning.

Sources and links

The full report on Jonathan Barkey

£19.99 · Instant PDF download

Loading secure checkout…