Josephine Financial Wellbeing LLP

Reference number: 415295

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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

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.
  • Josephine Financial Wellbeing LLP (FRN 415295) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Josephine Financial Wellbeing's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Josephine Financial Wellbeing, 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 josephineblythe.co.uk first appeared online, and whether it can receive email
  • What kind of line 07956 277750 is
  • Who else gives the postcode RG10 8DL
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Other names (1)

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

  • Josephine Blythe 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.

Companies House record

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

Company number
OC441563
Company status
Active
Company type
Limited liability partnership
Incorporated
21 March 2022 (4 years old)
Registered office
Brookleigh Milley Road, Waltham St. Lawrence, Reading, RG10 0JR, England

Directors and company secretaries

Name Role Born Appointed Other companies
Josephine Clemency Blythe LLP designated member Jul 1968 21 Mar 2022 None
Jacob Martin LLP designated member Sep 1972 1 Nov 2022 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
  • All 3 people who have been directors, with their dates
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Key dates in its history

Josephine Financial Wellbeing’s history from the FCA register and Companies House, newest first.

Key events (4) All events (9)

2022

19 June 2022

  • Changed its registered name from "Josephine Blythe"

FCA register

21 March 2022

  • Incorporated at Companies House
  • Josephine Clemency Blythe took control (75–100% of shares)

Companies House

2004

19 November 2004

  • Became an appointed representative

FCA register

In the full report: all 9 events

  • All 9 events in its history (4 shown here)
  • Every director appointment and resignation: 4
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Firms like Josephine Financial Wellbeing

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

In the Reading (RG) postcode area

Alastair Frith Wealth Management (IFA) LimitedReadingAppointed representativeAndrew Edward DellReadingAppointed representativeAndrew Street Wealth Management LtdNewburyAppointed representativeAntony WoodBracknellAppointed representativeApex Financial Services & Wealth Management LtdAppointed representativeApperley Wealth Management LimitedHenley-on-ThamesAppointed 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 Josephine Financial Wellbeing

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
  • All 9 events in its history

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Frequently asked questions about this firm

Is Josephine Financial Wellbeing LLP FCA authorised?
Josephine Financial Wellbeing LLP (FRN 415295) 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 Josephine Financial Wellbeing?
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. Josephine Financial Wellbeing LLP (FRN 415295) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Josephine Financial Wellbeing's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Josephine Financial Wellbeing, 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 Josephine Financial Wellbeing’s phone number and website?
The FCA register lists the phone number 07956 277750 and the website josephineblythe.co.uk for Josephine Financial Wellbeing. If you were given different contact details, use these to check with the firm before going any further.
Is Josephine Financial Wellbeing a scam or clone?
Josephine Financial Wellbeing 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 Josephine Financial Wellbeing?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Josephine Financial Wellbeing's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Josephine Financial Wellbeing?
Companies House lists one person with significant control of Josephine Financial Wellbeing: Josephine Clemency Blythe (75–100% of votes).
Who runs Josephine Financial Wellbeing?
Companies House lists 2 directors of Josephine Financial Wellbeing: Josephine Clemency Blythe and Jacob Martin.
How long has Josephine Financial Wellbeing been in business?
The company was formed on 21 March 2022.
Does Josephine Financial Wellbeing use any other names?
It trades as Josephine Blythe.

Sources and links

The full report on Josephine Financial Wellbeing LLP

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