DFS Financial Consultancy Ltd

FRN: 606556
Companies House: SC504292
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

3c Kinnoull House

Friarton Road

Perth

PH2 8DF

UNITED KINGDOM

Phone

+4401738553799

Web

https://www.dfsfinancialconsultancy.co.uk

Approved individuals

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

Alistair Dougall Bell
IRN ADB00051
- Employed By (17 Nov 2020 to 29 Apr 2022)
Andrew McRobbie
IRN AXM00256
- Employed By (since 2 Sep 2013)
Craig Thomas Anderson
IRN CXA00159
- Employed By (22 Jul 2022 to 3 Jun 2025)
David Tait
IRN DNT01010
- Employed By (15 Oct 2013 to 15 Aug 2014)
Derek Calum Philip Lockhart
IRN DXL77396
- Employed By (5 May 2020 to 28 Dec 2022)
Kenneth Cameron Grant
IRN KCG00005
- Employed By (2 Dec 2013 to 26 Jan 2024)

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.