Jonathan Davis Wealth Management Ltd

Reference number: 458630

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

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.

Company details

From the company's Companies House record.

Company number
05942730
Company status
Active
Company type
Private limited company
Incorporated
21 September 2006 (19 years old)
Registered office
Amelia House, Crescent Road, Worthing, West Sussex, BN11 1RL, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Jonathan Alan Davis Director May 1963 21 Sep 2006
Susan Elizabeth Davis Secretary Not published 21 Sep 2006

Activities and protection

What they can do, and how you are protected

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
Show FCA detail (4 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments

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.

Previously registered as

The FCA register holds 2 earlier registered names for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Armstrong Davis Chartered Financial Planners Limited
  • Armstrong Davis Ltd

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Common questions

Frequently asked questions

Is Jonathan Davis Wealth Management Ltd FCA authorised?
Yes, Jonathan Davis Wealth Management Ltd (FRN 458630) is authorised by the FCA to carry out regulated activities.
Is my money safe with Jonathan Davis Wealth Management?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Jonathan Davis Wealth Management to the Financial Ombudsman Service, free of charge.
Is Jonathan Davis Wealth Management a scam or clone?
Jonathan Davis Wealth 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 Jonathan Davis Wealth Management's Firm Reference Number (FRN)?
Jonathan Davis Wealth Management's FRN is 458630. You can verify it on the FCA register.