James & George Collie Financial Management Limited
Reference number: 535320
Instant download
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.
Responsible principal firm
J M Taylor Financial Services Limited Reference number: 497519 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.
- James & George Collie Financial Management Limited (FRN 535320) is an AR of J M Taylor Financial Services Limited (FRN 497519). When you use James & George Collie Financial Management's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from James & George Collie 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
-
Verified address
East Craibstone Street, Aberdeen, AB11 6YQ, United Kingdom
Company details
From the company's Companies House record.
- Company name
- JAMES AND GEORGE COLLIE FINANCIAL MANAGEMENT LIMITED
- Company number
- SC253171
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 23 July 2003 (23 years old)
- Registered office
- 1 East Craibstone Street, Aberdeen, Aberdeenshire, AB11 6YQ
- Nature of business
-
- Financial intermediation not elsewhere classified (SIC 64999)
Current directors and secretaries
| Name | Role | Born | Appointed |
|---|---|---|---|
| Duncan Mackinnon Love | Director | Mar 1961 | 23 Jul 2003 |
| Robert Charles Chalmers | Director | Aug 1966 | 22 Nov 2010 |
| Alexander Edward Benson | Director | Apr 1958 | 22 Nov 2010 |
| Forbes Fleming Mclennan | Director | Oct 1958 | 15 Nov 2021 |
| JAMES AND GEORGE COLLIE LLP | Corporate secretary | Not published | 23 Jul 2003 |
Activities and protection
What they can do, and how you are protected
- Protection through the principal firmProtection works through J M Taylor Financial Services 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: 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.
Download this page as a PDF report
£5 for a clean, timestamped copy you can keep, file or send on. It also helps keep the site free to use and free of ads.
Instant download
Common questions
Frequently asked questions
Is James & George Collie Financial Management Limited FCA authorised?
James & George Collie Financial Management Limited (FRN 535320) 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 James & George Collie 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. James & George Collie Financial Management Limited (FRN 535320) is an AR of J M Taylor Financial Services Limited (FRN 497519). When you use James & George Collie Financial Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from James & George Collie 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 James & George Collie Financial Management?
Protection works through J M Taylor Financial Services Limited, the principal firm responsible for James & George Collie Financial Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is James & George Collie Financial Management a scam or clone?
James & George Collie 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 James & George Collie Financial Management's Firm Reference Number (FRN)?
James & George Collie Financial Management's FRN is 535320. You can verify it on the FCA register.