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 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.
- Pineapple Financial Planning Limited (FRN 823749) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Pineapple Financial Planning's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Pineapple 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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Phone number
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Address
Escrick Business Park, 19a, York, North Yorkshire, YO19 6FD, United Kingdom
In the full report: 3 background checks
- When pineapplefp.co.uk first appeared online, and whether it can receive email
- What kind of line 01904 819790 is
- Who else gives the postcode YO19 6FD
Other names (2)
If you were contacted under any of these names, it is this firm.
- Alex Stephenson Former name: A name it was registered under before.
- Alex Stephenson Wealth Management Former trading name: A name it used to trade under.
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
- 16788683 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 16 October 2025 (1 year old)
- Registered office
- Unit 19 Escrick Business Park, Escrick, York, North Yorkshire, YO19 6FD, England
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Alexander James Stephenson | Director | Oct 1990 | 16 Oct 2025 | 1 other company |
Other companies run by its director
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
In the full report: all 1 company, named
- What each company does, and whether it is still trading
- Which of its director sits on each board, and since when
- Any that went into liquidation or administration
Key dates in its history
Pineapple Financial Planning’s history from the FCA register and Companies House, newest first.
2025
13 November 2025
- Changed its registered name from "Alex Stephenson"
FCA register
16 October 2025
- Incorporated at Companies House
- Alexander James Stephenson took control (75–100% of shares)
Companies House
2018
19 October 2018
- Became an appointed representative
FCA register
In the full report: all 9 events
- All 9 events in its history (4 shown here)
- Every director appointment and resignation: 1
Firms connected to Pineapple Financial Planning
Other FCA-listed firms that share a director, phone number or address with Pineapple Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 5
- share its postcode
- 5
In the full report: all 5 connected firms, named
- How each is linked: the same postcode (5)
- Who links each one: the named directors, with dates
Firms like Pineapple Financial Planning
Other firms of the same type (financial adviser), nearest first.
In York
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 Pineapple 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
- 3 background checks on its contact details
- All 9 events in its history
- 5 connected firms, named, and who links them
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Frequently asked questions about this firm
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What does appointed representative mean for Pineapple Financial Planning?
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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