Sutherland Mayfair Financial Planning Ltd
Reference number: 596157
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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.
- Appointed for 13 years
- Protected through the principal
- No FCA actions
- Active company since 2020
- Accounts filed up to 31 March 2026
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.
- Sutherland Mayfair Financial Planning Ltd (FRN 596157) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Sutherland Mayfair Financial Planning's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Sutherland Mayfair 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
Herkimer House, Mill Road Enterprise Park, Linlithgow, West Lothian, EH49 7SF, United Kingdom
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 01506 841630 is
- Who else gives the postcode EH49 7SF
Other names (3)
If you were contacted under any of these names, it is this firm.
- Sutherland Mayfair Former name: A name it was registered under before.
- Sutherland Mayfair Wealth Management Former name: A name it was registered under before.
- Sutherland Mayfair Wealth Management Ltd 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.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- SC665760 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 30 June 2020 (6 years old)
- Registered office
- Herkimer House Mill Road Industrial Estate, Linlithgow Bridge, Linlithgow, EH49 7SF, Scotland
- Nature of business
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- Financial management (SIC 70221)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Martin Heslop | Director | Jun 1980 | 30 Jun 2020 | 1 other company |
| Gareth Heslop | Director | Dec 1978 | 6 Jan 2022 | None |
| Julie Anne Robertson | Secretary | Not published | 1 Sep 2020 | – |
Other companies run by these 2 directors
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 these 2 directors sit on each board, and since when
- Any that went into liquidation or administration
Filed accounts and finances
Net assets
£241k
+47% from £164k
Cash at bank
£75.2k
+124% from £33.6k
Owed within a year
£154k
−37% from £244k
Assets and liabilities
In the full report: all 5 years of accounts
- Every year from 2022 to 2026
- The chart, over every year
- Every filed figure, year by year
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
Accounts filed at Companies House for company SC665760. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
Sutherland Mayfair Financial Planning’s history from the FCA register and Companies House, newest first.
2022
13 May 2022
- Changed its registered name from "Sutherland Mayfair Wealth Management Ltd"
FCA register
2020
23 July 2020
- Changed its registered name from "Sutherland Mayfair Wealth Management"
FCA register
30 June 2020
- Incorporated at Companies House
- Martin Heslop took control (75–100% of shares)
Companies House
2016
4 May 2016
- Changed its registered name from "Sutherland Mayfair"
FCA register
2013
22 February 2013
- Became an appointed representative
FCA register
In the full report: all 10 events
- All 10 events in its history (6 shown here)
- Every director appointment and resignation: 2
Firms connected to Sutherland Mayfair Financial Planning
Other FCA-listed firms that share a director, phone number or address with Sutherland Mayfair Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 2
- share its postcode
- 2
In the full report: all 2 connected firms, named
- How each is linked: the same postcode (2)
- Who links each one: the named directors, with dates
Firms like Sutherland Mayfair Financial Planning
Other firms of the same type (financial adviser), nearest first.
In Linlithgow
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 Sutherland Mayfair 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
- 5 years of accounts, charted
- All 10 events in its history
- 2 connected firms, named, and who links them
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Frequently asked questions about this firm
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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