Financial AdviserProfile

Reflect Financial Limited

Public-record profile
Suite 212, Orega Liverpool, 20 Chapel Street, Liverpool, L3 9AG
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Profile data from public records and claimed profile updates where available

Not fully verified by VerifiedAdvisers: This profile has been generated from public records. The firm has not yet claimed this page, so we have not completed all member verification checks. Public records can be incomplete or change over time.

Reflect Financial Limited is listed as a FCA appointed representative in the L3 9AG area. Registered at Companies House in 2002. FCA records list St. James's Place Wealth Management Plc as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2002
Type
FCA appointed representative
Company No.
04373946
SIC
66190
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

St. James's Place Wealth Management Plc, FRN 195351 (Full)

Companies House

REFLECT FINANCIAL LIMITED is active and was incorporated on 14 February 2002.

Nature of business: 66190 - Activities auxiliary to financial intermediation n.e.c.

Registered office: St. James's Place House, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP, England

Authorisations

FCAactive
Reference: 932095
Type: FCA appointed representative
Company no.: 04373946
Verified:
View public register

Company Snapshot

Industry
Financial & Investment Services
Data Freshness
Stale (> 1 year)
Accounts last made up to
31 December 2024
Accounts next due
30 September 2026
Accounts type
Audit Exemption Subsidiary
Charges
1
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

CLARIDGE, Jonathan Peter
Appointed 24 July 2020
DOB: 12/1982
O'DONNELL, Stephen
Appointed 13 April 2026
DOB: 7/1969

Persons with significant control

St. James's Place Acquisition Services Limited
Corporate Entity Person With Significant Control, Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent

Recent Filings

16 April 2026
TM01
termination director company with name termination date
15 April 2026
AP01
appoint person director company with name date
23 June 2025
CS01
confirmation statement with no updates
12 June 2025
TM01
termination director company with name termination date
11 June 2025
AA
accounts with accounts type audit exemption subsiduary
11 June 2025
PARENT_ACC
legacy

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Location

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ℹ️ Public Records: This profile has been generated from official public records. The adviser has not yet claimed or verified these details.