James McKenzie Financial Planning Ltd

Reference number: 802432

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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.

Responsible principal firm

Global WealthMAP Ltd Reference number: 827170 Authorised 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 McKenzie Financial Planning Ltd (FRN 802432) is an AR of Global WealthMAP Ltd (FRN 827170). When you use James McKenzie Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from James McKenzie Financial Planning, 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.

Also trades as
  • James McKenzie Mortgages

Company details

From the company's Companies House record.

Company name
JAMES MCKENZIE FINANCIAL PLANNING LIMITED
Company number
11077573
Company status
Active
Company type
Private limited company
Incorporated
22 November 2017 (8 years old)
Registered office
1 King William Street, London, EC4N 7AF, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Current directors and secretaries

Name Role Born Appointed
Michael Erik Loveland Lawrence Director May 1977 22 Nov 2017
Joshua Golding Director Jun 1993 4 Nov 2025

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 Global WealthMAP Ltd, 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 James McKenzie Financial Planning Ltd FCA authorised?
James McKenzie Financial Planning Ltd (FRN 802432) 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 McKenzie Financial Planning?
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 McKenzie Financial Planning Ltd (FRN 802432) is an AR of Global WealthMAP Ltd (FRN 827170). When you use James McKenzie Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from James McKenzie Financial Planning, 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 McKenzie Financial Planning?
Protection works through Global WealthMAP Ltd, the principal firm responsible for James McKenzie Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is James McKenzie Financial Planning a scam or clone?
James McKenzie Financial Planning 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 McKenzie Financial Planning's Firm Reference Number (FRN)?
James McKenzie Financial Planning's FRN is 802432. You can verify it on the FCA register.