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 18 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.
- The Paul Edward Magee Partnership (FRN 476507) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use The Paul Edward Magee Partnership's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from The Paul Edward Magee Partnership, 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
2610 The Quadrant, Aztec West, Almondsbury, Bristol, Gloucestershire, BS32 4AQ, United Kingdom
In the full report: 3 background checks, 1 thing worth a closer look
- When paulmageewealthmanagement.co.uk first appeared online, and whether it can receive email
- What kind of line 01454 618700 is, and the 2 other firms that give it
- Whether BS32 4AQ is a shared office: 38 other firms give it
Other names (2)
If you were contacted under any of these names, it is this firm.
- Paul Magee Wealth Management Trading name: A name it trades under now.
- Paul Magee 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
The Paul Edward Magee Partnership’s history from the FCA register and Companies House, newest first.
2017
22 December 2017
- Began trading as "Paul Magee Wealth Management"
FCA register
2011
22 February 2011
- Changed its registered name from "Paul Magee"
FCA register
2007
13 December 2007
- Became an appointed representative
FCA register
Director appointments and resignations, and trading names, appear under All events.
Firms connected to The Paul Edward Magee Partnership
Other FCA-listed firms that share a director, phone number or address with The Paul Edward Magee Partnership. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 2
- share its phone number
- 2
- share its postcode
- 2
In the full report: all 2 connected firms, named
- How each is linked: the same phone number (2), the same postcode (2)
- Who links each one: the named directors, with dates
Firms like The Paul Edward Magee Partnership
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 The Paul Edward Magee Partnership
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, 1 flagged
- All 3 events in its history
- 2 connected firms, named, and who links them
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Frequently asked questions about this firm
Is The Paul Edward Magee Partnership FCA authorised?
What does appointed representative mean for The Paul Edward Magee Partnership?
What is The Paul Edward Magee Partnership’s phone number and website?
Is The Paul Edward Magee Partnership a scam or clone?
Is my money safe with The Paul Edward Magee Partnership?
Does The Paul Edward Magee Partnership 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