Tring Financial Management Limited

Reference number: 472790

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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.

Responsible principal firm

Perennial Financial Management Limited Reference number: 402393 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.
  • Tring Financial Management Limited (FRN 472790) is an AR of Perennial Financial Management Limited (FRN 402393). When you use Tring Financial Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Tring Financial Management, 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.

  • No website on the FCA register

  • Phone number

    01403 331488

  • Address

    The Akeman Business Park, 72-80 Akeman Street, Tring, Herts, HP23 6AF, United Kingdom

In the full report: 2 background checks

  • What kind of line 01403 331488 is
  • Who else gives the postcode HP23 6AF
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Other names (6)

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

  • Dellkirk Limited Former name
  • St James's Place Client Solutions Limited Former name
  • Tring Financial Management Ltd Former name
  • Baxter and Lindley Client Solutions Former trading name
  • Client Solutions Former trading name
  • Skeltons Client Solutions Former trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Perennial Financial Management Limited, 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.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
05487108
Company status
Active
Company type
Private limited company
Incorporated
21 June 2005 (21 years old)
Registered office
St. James's Place House, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP, England
Nature of business
  • Activities of head offices (SIC 70100)

Directors and company secretaries

Name Role Born Appointed Other companies
Christina Westwood Director Apr 1963 23 Nov 2020 6 other companies
Nicholas Richard Hodgkinson Director Aug 1982 8 May 2024 1 other company
Jonathan Peter Claridge Director Dec 1982 22 Sep 2026 13 other companies
ST. JAMES'S PLACE CORPORATE SECRETARY LIMITED Corporate secretary Not published 7 Oct 2014 –

Other companies run by these 3 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 companies
18
closed down
5
are FCA-registered
11

In the full report: all 18 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 11 on the FCA register
  • The 2 companies these 3 directors run together
  • All 17 people who have ever been directors, with their dates
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Key dates in its history

Tring Financial Management’s history from the FCA register and Companies House, newest first.

Key events (7) All events (40)

2025

11 April 2025

  • Changed its registered name from "Tring Financial Management Ltd"

FCA register

2021

18 February 2021

  • Changed its registered name from "St James's Place Client Solutions Limited"

FCA register

2020

23 November 2020

  • Board replaced: both directors left and 4 new directors took over

Companies House

2016

6 April 2016

  • St. James's Place Acquisition Services Limited took control (75–100% of shares)

Companies House

2014

8 April 2014

  • Changed its registered name from "Dellkirk Limited"

FCA register

2007

17 September 2007

  • Became an appointed representative

FCA register

2005

21 June 2005

  • Incorporated at Companies House

Companies House

In the full report: all 40 events

  • All 40 events in its history (7 shown here)
  • Every director appointment and resignation: 27
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Firms connected to Tring Financial Management

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

connected firms
10
share a director
10
past link
1

In the full report: all 10 connected firms, named

  • How each is linked: shared directors (10)
  • Who links each one: the named directors, with dates
  • 1 past link through former directors
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Firms like Tring Financial Management

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

In Tring

Ian Howard ButlerTringAppointed representativePotter Financial Partners LtdTringAppointed representativeAlan Donald & Company LtdTringAuthorisedEmet Financial Services LimitedTringAuthorisedHpz.3 LtdTringAuthorisedOptimum Solutions Independent Financial Advisers LimitedTringAuthorised

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 Tring Financial Management

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

  • 18 other companies its directors have run, named
  • 2 background checks on its contact details
  • All 40 events in its history
  • 10 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Tring Financial Management Limited FCA authorised?
Tring Financial Management Limited (FRN 472790) 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 Tring Financial Management?
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. Tring Financial Management Limited (FRN 472790) is an AR of Perennial Financial Management Limited (FRN 402393). When you use Tring Financial Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Tring Financial Management, 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 Tring Financial Management’s phone number?
The FCA register lists the phone number 01403 331488 for Tring Financial Management. If you were given different contact details, use these to check with the firm before going any further.
Is Tring Financial Management a scam or clone?
Tring Financial Management 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 Tring Financial Management?
Protection works through Perennial Financial Management Limited, the principal firm responsible for Tring Financial Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Tring Financial Management?
Tring Financial Management is owned by St. James's Place Acquisition Services Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 6 April 2016.
Who runs Tring Financial Management?
Companies House lists 3 directors of Tring Financial Management: Christina Westwood, Nicholas Richard Hodgkinson and Jonathan Peter Claridge.
How long has Tring Financial Management been in business?
The company was formed on 21 June 2005.
Does Tring Financial Management use any other names?
It has previously used 6 other names, including Dellkirk Limited, St James's Place Client Solutions Limited and Tring Financial Management Ltd.

Sources and links

The full report on Tring Financial Management Limited

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