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 under a year
- Protected through the principal
- No FCA actions
- Active company since 2024
- Accounts filed up to 31 March 2026
- Its phone number is also given by a firm that is no longer authorised
- One of its directors is also a director of a firm that is no longer authorised
Responsible principal firm
St. James's Place Wealth Management Plc Reference number: 195351 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.
- Mason & Co. Financial Planning Ltd (FRN 1050401) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Mason & Co. Financial Planning's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Mason & Co. Financial Planning, 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.
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No website on the FCA register
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Phone number
Also given by a firm that is no longer authorised. Check you are dealing with the firm on this page.
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Address
Catherine House, Harborough Road, Brixworth, Northampton, Northamptonshire, NN6 9BX, United Kingdom
In the full report: 2 background checks
- What kind of line 0345 365 0125 is, and the other firm that gives it
- Who else gives the postcode NN6 9BX
FCA permissions and consumer protection
- Protection through the principal firmProtection 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, 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
- 15936646 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 4 September 2024 (2 years old)
- Registered office
- Catherine House Harborough Road, Brixworth, Northampton, NN6 9BX, England
- Nature of business
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- Financial management (SIC 70221)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Jack Robert Edlin | Director | Mar 1995 | 4 Sep 2024 | None |
| Dannielle Leggett | Director | Oct 1997 | 4 Sep 2024 | 1 other company |
| Jack David Mason | Director | Sep 1992 | 4 Sep 2024 | None |
| Melanie Kate Mason | Director | Nov 1987 | 4 Sep 2024 | 1 other company |
Other companies run by these 4 directors
A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.
- other company
- 1
- still active
- 1
- is FCA-registered
- 1
In the full report: all 1 company, named
- What each company does, and whether it is still trading
- Which of these 4 directors sit on each board, and since when
- Any that went into liquidation or administration
- The one on the FCA register, including one no longer authorised
- The 1 company these 4 directors run together
Filed accounts and finances
Net assets
£1,000
Same as £1,000
Employees (average)
0
Same as 0
These accounts were filed as dormant: the company reported no significant trading in the period.
Assets and liabilities
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.
Accounts filed at Companies House for company 15936646. 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
Mason & Co. Financial Planning’s history from the FCA register and Companies House, newest first.
2026
27 February 2026
- Became an appointed representative
FCA register
2024
4 September 2024
- Incorporated at Companies House
- Jack David Mason became a part-owner (25–50% of shares)
Companies House
In the full report: all 7 events
- All 7 events in its history (3 shown here)
- Every director appointment and resignation: 4
Firms connected to Mason & Co. Financial Planning
Other FCA-listed firms that share a director, phone number or address with Mason & Co. Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 1
- no longer authorised
- 1
- share a director
- 1
In the full report: the connected firm, named
- How it is linked: shared directors (1), the same phone number (1), the same postcode (1)
- Who links it to this firm: the named directors, with dates
Firms like Mason & Co. Financial Planning
Other firms of the same type (financial adviser), nearest first.
In Northampton
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 Mason & Co. Financial Planning
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 1 other company its directors have run, named
- 2 background checks on its contact details
- All 7 events in its history
- 1 connected firm, named, and who links them
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Frequently asked questions about this firm
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What do Mason & Co. Financial Planning’s latest accounts show?
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