Coffey Brooks Financial Services Ltd

Reference number: 300657

Instant download

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 coffeybrooks.com first appeared online, and whether it can receive email
  • What kind of line 01255 688400 is, and the other firm that gives it
  • Who else gives the postcode CO15 1SP
Instant PDF download
Other names (5)

If you were contacted under any of these names, it is this firm.

  • The Full Package Limited Former name: A name it was registered under before.
  • Infinite Wealth Management Former trading name: A name it used to trade under.
  • JF Financial Solutions Former trading name: A name it used to trade under.
  • Money Results Mortgages Former trading name: A name it used to trade under.
  • Money Results Protection Former trading name: A name it used to trade under.

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.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • 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 (12 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

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 status
Active
Company type
Private limited company
Incorporated
27 August 2002 (24 years old)
Registered office
60 Station Road, Clacton-On-Sea, CO15 1SP, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Neil Patrick Coffey Director Sep 1972 1 Feb 2009 2 other companies

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
2
still active
2
is FCA-registered
1

In the full report: all 2 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
  • The one on the FCA register
  • All 5 people who have ever been directors, with their dates
Instant PDF download

Filed accounts and finances

Year to 31 March 2025Abridged accountsNot audited

Net assets

£150k

+25% from £120k

Cash at bank

£111k

+249% from £31.8k

Employees (average)

2

Same as 2

Owed within a year

£62.7k

−59% from £153k

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 to 2025
  • The chart, over every year
  • Every filed figure, year by year
Instant PDF download
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.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 04519238. 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

Coffey Brooks Financial Services’s history from the FCA register and Companies House, newest first.

2016

26 August 2016

  • Neil Patrick Coffey gained significant control

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2009

27 April 2009

  • Changed its registered name from "The Full Package Limited"

FCA register

31 January 2009

  • Board replaced: both directors left and 2 new directors took over

Companies House

2004

31 October 2004

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

2002

27 August 2002

  • Incorporated at Companies House

Companies House

In the full report: all 25 events

  • All 25 events in its history (7 shown here)
  • Every director appointment and resignation: 7
Instant PDF download

Firms connected to Coffey Brooks Financial Services

Other FCA-listed firms that share a director, phone number or address with Coffey Brooks Financial Services. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
2
share a director
1
share its phone number
1

In the full report: all 2 connected firms, named

  • How each is linked: shared directors (1), the same phone number (1), the same postcode (2)
  • Who links each one: the named directors, with dates
Instant PDF download

Firms like Coffey Brooks Financial Services

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

In the Colchester (CO) postcode area

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 Coffey Brooks Financial Services

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

  • 2 other companies its directors have run, named
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 25 events in its history
  • 2 connected firms, named, and who links them

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Coffey Brooks Financial Services Ltd FCA authorised?
Yes, Coffey Brooks Financial Services Ltd (FRN 300657) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since October 2004 and works as a pension transfer adviser. The FCA has placed no limits on its permissions.
What is Coffey Brooks Financial Services’ phone number and website?
The FCA register lists the phone number 01255 688400 and the website coffeybrooks.com for Coffey Brooks Financial Services. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm.
Is Coffey Brooks Financial Services a scam or clone?
Coffey Brooks Financial Services 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 Coffey Brooks Financial Services?
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 Coffey Brooks Financial Services to the Financial Ombudsman Service, free of charge.
Who owns Coffey Brooks Financial Services?
Companies House lists one person with significant control of Coffey Brooks Financial Services: Mr Neil Patrick Coffey (significant influence or control).
Who runs Coffey Brooks Financial Services?
Companies House lists one director of Coffey Brooks Financial Services: Neil Patrick Coffey.
How long has Coffey Brooks Financial Services been in business?
The company was formed on 27 August 2002, and has held its current FCA authorisation since October 2004.
What do Coffey Brooks Financial Services’ latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £150k (+25% from £120k) and cash at bank of £111k (+249% from £31.8k).
Does Coffey Brooks Financial Services use any other names?
It has previously used 5 other names, including The Full Package Limited, Infinite Wealth Management and JF Financial Solutions.

Sources and links

The full report on Coffey Brooks Financial Services Ltd

£19.99 · Instant PDF download

Loading secure checkout…