Simon Fleet

Reference number: 433439

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Introducer appointed representative

Simon Fleet can only introduce you to their principal, and cannot give financial advice, recommend products, or arrange deals alone.

Responsible principal firm

St. James's Place Wealth Management Plc Reference number: 195351 Authorised View firm →
What does this mean?
  • An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own.
  • Simon Fleet (FRN 433439) introduces customers to St. James's Place Wealth Management Plc (FRN 195351). Any regulated advice or arranging is done by the principal, not Simon Fleet.
  • Example: if Simon Fleet refers you to a financial adviser, the advice should come from the principal firm, not from Simon Fleet itself.
  • 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.

  • No website on the FCA register

  • Phone number

    07968 156767

  • Address

    Coppice Lodge, Boston Road, Revesby, Boston, Lincolnshire, PE22 7NE, United Kingdom

In the full report: 2 background checks

  • What kind of line 07968 156767 is
  • Who else gives the postcode PE22 7NE
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Other names (1)

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

  • Simon Fleet Associates 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

Simon Fleet’s history from the FCA register and Companies House, newest first.

2018

20 July 2018

  • Stopped trading as "Simon Fleet Associates"

FCA register

2005

6 June 2005

  • Became an introducer appointed representative
  • Began trading as "Simon Fleet Associates"

FCA register

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

Firms like Simon Fleet

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

In Boston

Peter JacksonBostonAppointed representativeShane HydeBostonAppointed representativeSimon GibbonsBostonAppointed representativeTNS Financial Services LimitedBostonAppointed representativeYellow Financial Services LtdBostonAppointed 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 Simon Fleet

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

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

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Frequently asked questions about this firm

Is Simon Fleet FCA authorised?
Simon Fleet (FRN 433439) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does introducer appointed representative mean for Simon Fleet?
An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own. Simon Fleet (FRN 433439) introduces customers to St. James's Place Wealth Management Plc (FRN 195351). Any regulated advice or arranging is done by the principal, not Simon Fleet. Example: if Simon Fleet refers you to a financial adviser, the advice should come from the principal firm, not from Simon Fleet itself. 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 Simon Fleet’s phone number?
The FCA register lists the phone number 07968 156767 for Simon Fleet. If you were given different contact details, use these to check with the firm before going any further.
Is Simon Fleet a scam or clone?
Simon Fleet 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 Simon Fleet?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Simon Fleet's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Does Simon Fleet use any other names?
It has previously used the name Simon Fleet Associates.

Sources and links

The full report on Simon Fleet

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