Appointed representative
Sally Burn-Jones does not hold FCA authorisation of their own, and acts under a principal firm, which is legally responsible for their regulated business.
- Appointed for 14 years
- Protected through the principal
- No FCA actions
- 1 thing worth a closer look in the background checks
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.
- Sally Burn-Jones (FRN 586291) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Sally Burn-Jones's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Sally Burn-Jones, 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
St. James's Place House, 2610 The Quadrant, Aztec West, Almondsbury, Bristol, South Gloucestershire, BS32 4AQ, United Kingdom
In the full report: 3 background checks, 1 thing worth a closer look
- When burn-joneswealthmanagement.co.uk first appeared online, and whether it can receive email
- What kind of line 07727 622151 is
- Whether BS32 4AQ is a shared office: 39 other firms give it
Other names (3)
If you were contacted under any of these names, it is this firm.
- Burn-Jones Wealth Management Trading name: A name it trades under now.
- Burn Jones Wealth Management Limited Former name: A name it was registered under before.
- Burn-Jones Wealth Management LLP Former name: A name it was registered under before.
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.
Key dates in its history
Sally Burn-Jones’s history from the FCA register and Companies House, newest first.
2025
2 April 2025
- Changed its registered name from "Burn-Jones Wealth Management LLP"
- Began trading as "Burn-Jones Wealth Management"
FCA register
2020
11 September 2020
- Changed its registered name from "Burn-Jones Wealth Management Limited"
FCA register
2019
17 April 2019
- Changed its registered name from "Burn Jones Wealth Management Limited"
FCA register
2012
14 August 2012
- Became an appointed representative
FCA register
Director appointments and resignations, and trading names, appear under All events.
Firms like Sally Burn-Jones
Other firms of the same type (financial adviser), nearest first.
In Bristol
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 Sally Burn-Jones
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- 3 background checks on its contact details, 1 flagged
- All 5 events in its history
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Frequently asked questions about this firm
Is Sally Burn-Jones FCA authorised?
What does appointed representative mean for Sally Burn-Jones?
What is Sally Burn-Jones’ phone number and website?
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Does Sally Burn-Jones use any other names?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk