Appointed representative
Lee Jones does not hold FCA authorisation of their own, and acts under a principal firm, which is legally responsible for their regulated business.
- Appointed for under a year
- Protected through the principal
- No FCA actions
- 1 thing worth a closer look in the background checks
Responsible principal firm
Julian Harris Financial Consultants Reference number: 153566 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.
- Lee Jones (FRN 1046563) is an AR of Julian Harris Financial Consultants (FRN 153566). When you use Lee Jones's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Lee Jones, 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
-
Address
6th Floor, 37 Lombard Street, London, City Of London, EC3V 9BQ, United Kingdom
In the full report: 2 background checks, 1 thing worth a closer look
- What kind of line 01332 650350 is
- Whether EC3V 9BQ is a shared office: 222 other firms give it
Other names (1)
If you were contacted under any of these names, it is this firm.
- ClearPath Financial Advisers Trading name: A name it trades under now.
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Julian Harris Financial Consultants, 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, freeYou 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
Lee Jones’s history from the FCA register and Companies House, newest first.
2026
5 January 2026
- Became an appointed representative
- Began trading as "ClearPath Financial Advisers"
FCA register
Director appointments and resignations, and trading names, appear under All events.
Firms like Lee Jones
Other firms of the same type (financial adviser), nearest first.
In London
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 Lee Jones
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, 1 flagged
- All 2 events in its history
Instant PDF One-off payment Secure checkout by Stripe
Frequently asked questions about this firm
Is Lee Jones FCA authorised?
What does appointed representative mean for Lee Jones?
What is Lee Jones’ phone number?
Is Lee Jones a scam or clone?
Is my money safe with Lee Jones?
Does Lee Jones use any other names?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk