Lehmann Financial Management Limited

Reference number: 1042409

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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.
  • Lehmann Financial Management Limited (FRN 1042409) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Lehmann Financial Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Lehmann Financial Management, 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 lehmannfinancialmanagement.co.uk first appeared online, and whether it can receive email
  • What kind of line 07847 335782 is
  • Who else gives the postcode WS13 6RL
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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
16643849
Company status
Active
Company type
Private limited company
Incorporated
11 August 2025 (1 year old)
Registered office
35 Eastern Avenue, Lichfield, Staffordshire, WS13 6RL, England
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Harry Lehmann Director Dec 1996 11 Aug 2025 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Key dates in its history

Lehmann Financial Management’s history from the FCA register and Companies House, newest first.

2025

18 September 2025

  • Became an appointed representative

FCA register

11 August 2025

  • Incorporated at Companies House
  • Harry Lehmann took control (75–100% of shares)
  • Harry Lehmann appointed as a director

Companies House

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

Firms like Lehmann Financial Management

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

In Lichfield

2nd City Finance LtdLichfieldAppointed representativeAndrew Davies-Rounds & Michelle Davies-RoundsLichfieldAppointed representativeBowbrook Financial Planners LtdLichfieldAppointed representativeChatsworth Wealth Management LimitedLichfieldAppointed representativeFour Oaks Financial Services LimitedLichfieldAppointed representativeGreywood Financial Planning LtdLichfieldAppointed 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 Lehmann Financial Management

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 4 events in its history

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Frequently asked questions about this firm

Is Lehmann Financial Management Limited FCA authorised?
Lehmann Financial Management Limited (FRN 1042409) 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 Lehmann Financial Management?
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. Lehmann Financial Management Limited (FRN 1042409) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Lehmann Financial Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Lehmann Financial Management, 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 Lehmann Financial Management’s phone number and website?
The FCA register lists the phone number 07847 335782 and the website lehmannfinancialmanagement.co.uk for Lehmann Financial Management. If you were given different contact details, use these to check with the firm before going any further.
Is Lehmann Financial Management a scam or clone?
Lehmann Financial Management 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 Lehmann Financial Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Lehmann Financial Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Lehmann Financial Management?
Companies House lists one person with significant control of Lehmann Financial Management: Mr Harry Lehmann (75–100% of shares).
Who runs Lehmann Financial Management?
Companies House lists one director of Lehmann Financial Management: Harry Lehmann.
How long has Lehmann Financial Management been in business?
The company was formed on 11 August 2025.

Sources and links

The full report on Lehmann Financial Management Limited

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