Simon Forest

Reference number: 550366

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Appointed representative

Simon Forest does not hold FCA authorisation of their own, and acts under a principal firm, which is legally responsible for their 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.
  • Simon Forest (FRN 550366) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Simon Forest's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Simon Forest, 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 sjpp.co.uk first appeared online, and whether it can receive email
  • What kind of line 020 7638 2400 is, and the 10 other firms that give it
  • Who else gives the postcode ME10 1RJ
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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.

Firms connected to Simon Forest

Other FCA-listed firms that share a director, phone number or address with Simon Forest. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
10
share its phone number
10

In the full report: all 10 connected firms, named

  • How each is linked: the same phone number (10)
  • Who links each one: the named directors, with dates
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Firms like Simon Forest

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

In Sittingbourne

Lifestyle Choices Planning LtdSittingbourneAppointed representativeMichael TaylorSittingbourneAppointed representativeAm Mortgage & Financial Services LimitedSittingbourneAuthorisedRainbourne Associates (Financial Services) LimitedSittingbourneAuthorisedRickard Lazenby Financial Services LtdSittingbourneAuthorised

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 Forest

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
  • 10 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Simon Forest FCA authorised?
Simon Forest (FRN 550366) 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 Simon Forest?
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. Simon Forest (FRN 550366) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Simon Forest's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Simon Forest, 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 Simon Forest’s phone number and website?
The FCA register lists the phone number 020 7638 2400 and the website sjpp.co.uk/simonforest for Simon Forest. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by 10 other FCA firms.
Is Simon Forest a scam or clone?
Simon Forest 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 Forest?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Simon Forest's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.

Sources and links

The full report on Simon Forest

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