Vista Financial Management Ltd

Reference number: 472845

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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

Sense Network Limited Reference number: 465124 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.
  • Vista Financial Management Ltd (FRN 472845) is an AR of Sense Network Limited (FRN 465124). When you use Vista Financial Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Vista 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

    01943 871788

  • Address

    Dale House, Queensway, Guiseley, Leeds, West Yorkshire, LS20 9JE, United Kingdom

In the full report: 2 background checks

  • What kind of line 01943 871788 is
  • Who else gives the postcode LS20 9JE
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Other names (7)

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

  • Cleggacy Financial Trading name
  • George Does Mortgages Trading name
  • Vista Wealth Trading name
  • Vista Financial Management Former name
  • Assured Financial Former trading name
  • George Does Mortgagaes Former trading name
  • Ridings Wealth Management Former trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Sense Network 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.

Key dates in its history

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

Key events (2) All events (11)

2009

27 April 2009

  • Changed its registered name from "Vista Financial Management"

FCA register

2007

18 September 2007

  • Became an appointed representative

FCA register

In the full report: all 11 events

  • All 11 events in its history (2 shown here)
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Firms like Vista Financial Management

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

In Leeds

Adam MacKenzie & PartnersLeedsAppointed representativeAndrew William BlackburnLeedsAppointed representativeAndrew YoungLeedsAppointed representativeArqera Capital LimitedLeedsAppointed representativeAyla Wealth Management LtdLeedsAppointed representativeBartlett Employee Benefits LimitedLeedsAppointed representative

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 Vista Financial Management

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 11 events in its history

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Frequently asked questions about this firm

Is Vista Financial Management Ltd FCA authorised?
Vista Financial Management Ltd (FRN 472845) 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 Vista 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. Vista Financial Management Ltd (FRN 472845) is an AR of Sense Network Limited (FRN 465124). When you use Vista Financial Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Vista 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 Vista Financial Management’s phone number?
The FCA register lists the phone number 01943 871788 for Vista Financial Management. If you were given different contact details, use these to check with the firm before going any further.
Is Vista Financial Management a scam or clone?
Vista 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 Vista Financial Management?
Protection works through Sense Network Limited, the principal firm responsible for Vista Financial Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Does Vista Financial Management use any other names?
It trades as Cleggacy Financial, George Does Mortgages and Vista Wealth. It has previously used 4 other names, including Vista Financial Management, Assured Financial and George Does Mortgagaes.

Sources and links

The full report on Vista Financial Management Ltd

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