Mathieson Financial Services Limited

FRN: 570302
Companies House: SC449521
Last scraped: 12 hours 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

45 West High Street

Inverurie

Aberdeenshire

AB51 3QQ

UNITED KINGDOM

Phone

+4401467460260

Web

https://www.mathieson-financial-services.co.uk

Approved individuals

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

Charlotte Amie Louise Sinclair
IRN CAS01254
- (1)Employed By (14 Mar 2017 to 15 Feb 2019)
Christopher Michael Henderson
IRN CMH01143
- (4)Employed By (since 11 Oct 2023)
Larissa Wilson
IRN LXW00307
- (2)Employed By (5 Oct 2022 to 3 Mar 2025)
Mason Connor Bremner
IRN MXB01330
- (3)Employed By (since 24 Mar 2024)
Rebecca Mathieson
IRN RXM02411
- (1)Employed By (since 20 Aug 2013)
Steven Campbell Mathieson
IRN SCM01132
- (2)Employed By (since 6 Dec 2011)

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.