T & C Financial Services

Reference number: 492442

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Introducer appointed representative

This firm can only introduce you to its 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.
  • T & C Financial Services (FRN 492442) introduces customers to St. James's Place Wealth Management Plc (FRN 195351). Any regulated advice or arranging is done by the principal, not T & C Financial Services.
  • Example: if T & C Financial Services refers you to a financial adviser, the advice should come from the principal firm, not from T & C Financial Services 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

    01943 466669

  • Address

    26 Bondgate, Otley, West Yorkshire, LS21 1AD, United Kingdom

In the full report: 2 background checks

  • What kind of line 01943 466669 is, and the other firm that gives it
  • Who else gives the postcode LS21 1AD
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Other names (1)

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

  • Dale Eddison Financial Services 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

T & C Financial Services’s history from the FCA register and Companies House, newest first.

2008

4 December 2008

  • Became an introducer appointed representative
  • Began trading as "Dale Eddison Financial Services"

FCA register

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

Firms connected to T & C Financial Services

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

connected firm
1
share its phone number
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same phone number (1), the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like T & C Financial Services

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

In Otley

Christopher Little & Co LtdOtleyAppointed representativeOak Wealth LimitedOtleyAppointed representativePriority Wealth Planning LtdOtleyAppointed representativeWharfebank Financial Planning LLPOtleyAppointed representativeFinancial Framework Wealth & Estate Planning LimitedOtleyAuthorisedKathryn PriestleyOtleyAuthorised

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 T & C Financial Services

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 2 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is T & C Financial Services FCA authorised?
T & C Financial Services (FRN 492442) 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 T & C Financial Services?
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. T & C Financial Services (FRN 492442) introduces customers to St. James's Place Wealth Management Plc (FRN 195351). Any regulated advice or arranging is done by the principal, not T & C Financial Services. Example: if T & C Financial Services refers you to a financial adviser, the advice should come from the principal firm, not from T & C Financial Services 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 T & C Financial Services’ phone number?
The FCA register lists the phone number 01943 466669 for T & C Financial Services. 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 one other FCA firm.
Is T & C Financial Services a scam or clone?
T & C Financial Services 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 T & C Financial Services?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for T & C Financial Services's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Does T & C Financial Services use any other names?
It trades as Dale Eddison Financial Services.

Sources and links

The full report on T & C Financial Services

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