David Mason Financial Planning LLP

FRN: 551963
Companies House: OC380602
Last scraped: 1 week ago

This firm operates as an appointed representative of St. James's Place Wealth Management Plc. Its regulated business runs under their FCA authorisation, and they're legally responsible for what it does.

Addresses

The contact details this firm has registered with the FCA.

Principal Place of Business

Catherine House

Harborough Road

Brixworth

Northampton

Northamptonshire

NN6 9BX

UNITED KINGDOM

Phone

+4403453650125

Web

https://www.davidmasonfp.com

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

Dannielle Leggett
IRN DXL00381
- Employed By (29 Mar 2025 to 24 Mar 2026)
David Mason
IRN DXM00131
- Employed By (5 Mar 2015 to 24 Mar 2026)
Jack Mason
IRN JXM03356
- Employed By (23 Feb 2015 to 24 Mar 2026)
Jack Robert Edlin
IRN JXE00248
- Employed By (21 Oct 2022 to 24 Mar 2026)
Joanne Birch Chapple
IRN JBC01100
- Employed By (23 Feb 2015 to 24 Mar 2021)
Leanne Stacey Shearman
IRN LSS01024
- Employed By (23 Feb 2015 to 24 Mar 2021)
Melanie Kate Mason
IRN MXW00142
- Employed By (4 Dec 2020 to 24 Mar 2026)

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.

What it all means

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.