Mathieson Financial Services Limited

Reference number: 570302

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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.
  • Mathieson Financial Services Limited (FRN 570302) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Mathieson Financial Services's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Mathieson Financial Services, 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 mathieson-financial-services.co.uk first appeared online, and whether it can receive email
  • What kind of line 01467 460260 is
  • Who else gives the postcode AB51 3QQ
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Other names (1)

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

  • Steven Campbell Mathieson Former 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.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company name
MATHIESON FINANCIAL SERVICES LTD
Company number
SC449521
Company status
Active
Company type
Private limited company
Incorporated
8 May 2013 (13 years old)
Registered office
45 West High Street, Inverurie, AB51 3QQ, Scotland
Nature of business
  • Activities of financial services holding companies (SIC 64205)

Directors and company secretaries

Name Role Born Appointed Other companies
Steven Campbell Mathieson Director Feb 1985 8 May 2013 None
Rebecca Mathieson Director Apr 1984 12 Jul 2013 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
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Filed accounts and finances

Year to 30 September 2025Full accountsNot audited

Net assets

£225k

+48% from £152k

Cash at bank

£138k

+60% from £86.5k

Owed within a year

£269k

+16% from £231k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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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 SC449521. 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

Mathieson Financial Services’s history from the FCA register and Companies House, newest first.

2017

1 May 2017

  • Rebecca Mathieson became a part-owner (25–50% of shares)
  • Steven Campbell Mathieson became a part-owner (25–50% of shares)

Companies House

2013

19 August 2013

  • Changed its registered name from "Steven Campbell Mathieson"

FCA register

12 July 2013

  • Rebecca Mathieson appointed as a director

Companies House

8 May 2013

  • Incorporated at Companies House
  • Steven Campbell Mathieson appointed as a director

Companies House

2011

2 December 2011

  • Became an appointed representative

FCA register

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

Firms like Mathieson Financial Services

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

In Inverurie

Advanced Financial Planning Scotland LimitedInverurieAppointed representativeAssociation of Head Teachers & Deputes in ScotlandInverurieAppointed representativeRW Morrison Wealth Management LtdInverurieAppointed representativeDavidson Wealth Management LimitedInverurieSee the registerStewardship Wealth LimitedInverurieAuthorised

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 Mathieson Financial Services

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
  • 7 years of accounts, charted
  • All 7 events in its history

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Frequently asked questions about this firm

Is Mathieson Financial Services Limited FCA authorised?
Mathieson Financial Services Limited (FRN 570302) 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 Mathieson Financial Services?
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. Mathieson Financial Services Limited (FRN 570302) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Mathieson Financial Services's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Mathieson Financial Services, 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 Mathieson Financial Services’ phone number and website?
The FCA register lists the phone number 01467 460260 and the website mathieson-financial-services.co.uk for Mathieson Financial Services. If you were given different contact details, use these to check with the firm before going any further.
Is Mathieson Financial Services a scam or clone?
Mathieson Financial Services 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 Mathieson Financial Services?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Mathieson Financial Services's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Mathieson Financial Services?
Companies House lists 2 people with significant control of Mathieson Financial Services: Mr Steven Campbell Mathieson (25–50% of shares) and Mrs Rebecca Mathieson (25–50% of shares).
Who runs Mathieson Financial Services?
Companies House lists 2 directors of Mathieson Financial Services: Steven Campbell Mathieson and Rebecca Mathieson.
How long has Mathieson Financial Services been in business?
The company was formed on 8 May 2013.
What do Mathieson Financial Services’ latest accounts show?
Its latest accounts, to 30 September 2025, show net assets of £225k (+48% from £152k) and cash at bank of £138k (+60% from £86.5k).
Does Mathieson Financial Services use any other names?
It has previously used the name Steven Campbell Mathieson.

Sources and links

The full report on Mathieson Financial Services Limited

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