Evolution Financial Management Limited

Reference number: 226382

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Appointed representative

This firm does not hold FCA authorisation of its own. It acts under a principal firm, which is legally responsible for its regulated business.

The FCA register does not name a principal for this 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.
  • Evolution Financial Management Limited (FRN 226382) is listed as an appointed representative, but the register does not show its principal firm here. Find the principal on the FCA register before dealing with this firm.
  • Example: if you take financial advice from Evolution 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.

Identity

Check their details

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

  • Verified phone number

    01202 743435

  • Verified address

    13a Bournemouth Road, Poole, Dorset, BH14 0EF, United Kingdom

Also trades as
  • Wisteria Financial Management

Company details

From the company's Companies House record.

Company number
04822134
Company status
Active
Company type
Private limited company
Incorporated
5 July 2003 (23 years old)
Registered office
13a Bournemouth Road, Lower Parkstone Poole, Dorset, BH14 0EF
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Current directors and secretaries

Name Role Born Appointed
Esther Shulamit Collins Director Dec 1968 5 Jul 2003
Fergal Joseph Collins Secretary Not published 27 Apr 2008

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Protection through the principal firm
    Protection works through 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: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

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Common questions

Frequently asked questions

Is Evolution Financial Management Limited FCA authorised?
Evolution Financial Management Limited (FRN 226382) 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 Evolution 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. Evolution Financial Management Limited (FRN 226382) is listed as an appointed representative, but the register does not show its principal firm here. Find the principal on the FCA register before dealing with this firm. Example: if you take financial advice from Evolution 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.
Is my money safe with Evolution Financial Management?
Protection works through the principal firm responsible for Evolution Financial Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is Evolution Financial Management a scam or clone?
Evolution Financial Management is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Evolution Financial Management's Firm Reference Number (FRN)?
Evolution Financial Management's FRN is 226382. You can verify it on the FCA register.