Karen Donnelly

Reference number: 529504

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Appointed representative

Karen Donnelly 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.
  • Karen Donnelly (FRN 529504) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Karen Donnelly's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Karen Donnelly, 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 karendonnelly.co.uk first appeared online, and whether it can receive email
  • What kind of line 07809 827486 is
  • Who else gives the postcode BT42 1ER
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Other names (1)

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

  • Karen Donnelly Wealth Practice 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

Karen Donnelly’s history from the FCA register and Companies House, newest first.

2010

12 August 2010

  • Became an appointed representative
  • Began trading as "Karen Donnelly Wealth Practice"

FCA register

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

Firms like Karen Donnelly

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

In Ballymena

Ballymena Investment Centre LtdBallymenaAppointed representativeChannel Wharf Wealth Management LimitedBallymenaAppointed representativeCoulter Wealth Associates LtdBallymenaAppointed representativeDavid MillarBallymenaAppointed representativeDean Financial SolutionsBallymenaAppointed representativeIvan McNeillBallymenaAppointed 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 Karen Donnelly

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 Karen Donnelly FCA authorised?
Karen Donnelly (FRN 529504) 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 Karen Donnelly?
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. Karen Donnelly (FRN 529504) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Karen Donnelly's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Karen Donnelly, 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 Karen Donnelly’s phone number and website?
The FCA register lists the phone number 07809 827486 and the website karendonnelly.co.uk for Karen Donnelly. If you were given different contact details, use these to check with the firm before going any further.
Is Karen Donnelly a scam or clone?
Karen Donnelly 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 Karen Donnelly?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Karen Donnelly's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Does Karen Donnelly use any other names?
It trades as Karen Donnelly Wealth Practice.

Sources and links

The full report on Karen Donnelly

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