Citicourt & Co Limited

Reference number: 149789

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Authorised by the FCA

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

Website, phone number and address

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.

In the full report: 3 background checks

  • When citicourtandco.com first appeared online, and whether it can receive email
  • What kind of line 07734 265919 is
  • Who else gives the postcode GU52 7LX
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FCA permissions and consumer protection

  • 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.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (4 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments

Limits on what they may do

  • Corporate finance business only.
    The firm must not conduct designated investment business other than corporate finance business.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
02649752
Company status
Active
Company type
Private limited company
Incorporated
27 September 1991 (35 years old)
Registered office
7 Fairland Close, Fleet, Hampshire, GU52 7LX, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Jodi Lynn Bartin Director Mar 1970 30 Aug 2006 4 other companies
Jodi Lynn Bartin Secretary Not published 8 Sep 2015 –

Other companies run by its director

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
4
closed down
1
went insolvent
1

In the full report: all 4 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • The one that went into liquidation or administration
  • All 12 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 December 2024Full accountsNot audited

Net assets

£382k

Up £686k from −£305k

Cash at bank

£998k

Up £931k from £67.2k

Owed within a year

−£677k

−266% from £409k

No turnover or profit for the year to 31 December 2024: the accounts print them but do not tag them. The last tagged figures are £560k turnover and £386k profit, for the year to 31 December 2020.

Net assets

In the full report: all 5 years of accounts

  • Every year from 2019 to 2024
  • Both charts, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company 02649752. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Citicourt & Co’s history from the FCA register and Companies House, newest first.

Key events (8) All events (33)

2016

6 April 2016

  • Jodi Lynn Bartin took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2005

19 May 2005

  • Board replaced: all 5 directors left and 2 new directors took over

Companies House

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • FCA imposed a requirement (Corporate finance business only.)
  • Became authorised by the FCA

FCA register

1991

5 December 1991

  • Regulated by the Securities and Futures Authority from this date

FCA register

27 September 1991

  • Incorporated at Companies House

Companies House

In the full report: all 33 events

  • All 33 events in its history (8 shown here)
  • Every director appointment and resignation: 21
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Firms like Citicourt & Co

Other firms of the same type (financial adviser), nearest first.

In Fleet

BML Financial Solutions LimitedFleetAuthorisedAdam WhitingFleetAppointed representativeAward Financial Planning LtdFleetAppointed representativeHansford Financial Solutions LtdFleetAppointed representativeJohnson Wealth Solutions LtdFleetAppointed representativeShipton Wealth LimitedFleetAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Citicourt & Co

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 4 other companies its directors have run, named
  • 3 background checks on its contact details
  • 5 years of accounts, charted
  • All 33 events in its history

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Frequently asked questions about this firm

Is Citicourt & Co Limited FCA authorised?
Yes, Citicourt & Co Limited (FRN 149789) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a financial adviser. The FCA has placed a limit on what it may do.
What is Citicourt & Co’s phone number and website?
The FCA register lists the phone number 07734 265919 and the website citicourtandco.com for Citicourt & Co. If you were given different contact details, use these to check with the firm before going any further.
Is Citicourt & Co a scam or clone?
Citicourt & Co is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Citicourt & Co?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Citicourt & Co to the Financial Ombudsman Service, free of charge.
Who owns Citicourt & Co?
Companies House lists one person with significant control of Citicourt & Co: Mrs Jodi Lynn Bartin (75–100% of shares).
Who runs Citicourt & Co?
Companies House lists one director of Citicourt & Co: Jodi Lynn Bartin.
How long has Citicourt & Co been in business?
The company was formed on 27 September 1991, and has held its current FCA authorisation since December 2001.
What do Citicourt & Co’s latest accounts show?
Its latest accounts, to 31 December 2024, show net assets of £382k (up £686k from −£305k) and cash at bank of £998k (up £931k from £67.2k).

Sources and links

The full report on Citicourt & Co Limited

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