Morgan Financial Planning

Reference number: 656321

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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.
  • Morgan Financial Planning (FRN 656321) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Morgan Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Morgan 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.

In the full report: 3 background checks

  • When partnership.sjp.co.uk first appeared online, and whether it can receive email
  • What kind of line 07941 262967 is
  • Who else gives the postcode WS13 8FA
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Other names (2)

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

  • Jarrod Morgan Former name
  • Jarrod Morgan Financial Planning Former trading 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.

Key dates in its history

Morgan Financial Planning’s history from the FCA register and Companies House, newest first.

2023

7 December 2023

  • Changed its registered name from "Jarrod Morgan"
  • Stopped trading as "Jarrod Morgan Financial Planning"

FCA register

2014

28 November 2014

  • Became an appointed representative
  • Began trading as "Jarrod Morgan Financial Planning"

FCA register

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

Firms like Morgan Financial Planning

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 Morgan Financial Planning

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 3 background checks on its contact details
  • All 4 events in its history

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Frequently asked questions about this firm

Is Morgan Financial Planning FCA authorised?
Morgan Financial Planning (FRN 656321) 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 Morgan Financial Planning?
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. Morgan Financial Planning (FRN 656321) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Morgan Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Morgan 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.
What is Morgan Financial Planning’s phone number and website?
The FCA register lists the phone number 07941 262967 and the website partnership.sjp.co.uk/partner/jarrodmorgan for Morgan Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Morgan Financial Planning a scam or clone?
Morgan Financial Planning 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 Morgan Financial Planning?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Morgan Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Does Morgan Financial Planning use any other names?
It has previously used 2 other names: Jarrod Morgan and Jarrod Morgan Financial Planning.

Sources and links

The full report on Morgan Financial Planning

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