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.
- Appointed for 5 years
- Protected through the principal
- No FCA actions
- Active company since 2020
- Accounts filed up to 31 December 2025
Responsible principal firm
Sandringham Financial Partners Limited Reference number: 581304 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.
- MAITLAND JAMES LIMITED (FRN 951327) is an AR of Sandringham Financial Partners Limited (FRN 581304). When you use MAITLAND JAMES's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from MAITLAND JAMES, 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.
-
Phone number
-
Address
24 Vicarage Road, Winslow, Buckingham, Buckinghamshire, MK18 3BE, United Kingdom
In the full report: 3 background checks
- When maitlandjames.com first appeared online, and whether it can receive email
- What kind of line 07534 181155 is
- Who else gives the postcode MK18 3BE
Other names (3)
If you were contacted under any of these names, it is this firm.
- Maitland James Financial Planning Trading name: A name it trades under now.
- Maitland James Financial Planning LTD Former name: A name it was registered under before.
- Maitland James LTD Former name: A name it was registered under before.
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Sandringham Financial Partners 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, 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.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 13082738 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 15 December 2020 (5 years old)
- Registered office
- Investment House 24 Vicarage Road, Winslow, Buckingham, MK18 3BE, England
- Nature of business
-
- Financial management (SIC 70221)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Joseph James Davison | Director | Apr 1984 | 15 Dec 2020 | None |
In the full report: every company its directors have run
- Confirmation that its director runs no other company
Filed accounts and finances
Total equity
£11.9k
+836% from £1,271
Cash at bank
£10.4k
−58% from £24.4k
Employees (average)
5
+25% from 4
Owed within a year
£19.1k
−42% from £32.7k
Assets and liabilities
In the full report: all 5 years of accounts
- Every year from 2021 to 2025
- The chart, over every year
- Every filed figure, year by year
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
There is no turnover or profit: small companies do not have to publish them.
Accounts filed at Companies House for company 13082738. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
Maitland James’s history from the FCA register and Companies House, newest first.
2025
20 January 2025
- Changed its registered name from "Maitland James LTD"
FCA register
2021
27 August 2021
- Changed its registered name from "Maitland James Financial Planning LTD"
FCA register
26 August 2021
- Began trading as "Maitland James Financial Planning"
FCA register
19 May 2021
- Became an appointed representative
FCA register
2020
15 December 2020
- Incorporated at Companies House
- Joseph James Davison took control (75–100% of shares)
- Joseph James Davison appointed as a director
Companies House
Director appointments and resignations, and trading names, appear under All events.
Firms connected to Maitland James
Other FCA-listed firms that share a director, phone number or address with Maitland James. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 1
- share its postcode
- 1
In the full report: the connected firm, named
- How it is linked: the same postcode (1)
- Who links it to this firm: the named directors, with dates
Firms like Maitland James
Other firms of the same type (financial adviser), nearest first.
In Buckingham
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 Maitland James
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
- 5 years of accounts, charted
- All 7 events in its history
- 1 connected firm, named, and who links them
Instant PDF One-off payment Secure checkout by Stripe
Frequently asked questions about this firm
Is Maitland James Limited FCA authorised?
What does appointed representative mean for Maitland James?
What is Maitland James’ phone number and website?
Is Maitland James a scam or clone?
Is my money safe with Maitland James?
Who owns Maitland James?
Who runs Maitland James?
How long has Maitland James been in business?
What do Maitland James’ latest accounts show?
Does Maitland James use any other names?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk