Courtney Jones Financial Services Ltd
Reference number: 1023846
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No longer an appointed representative
This firm is still listed on the FCA register, but the record is closed. Cover on business done while it was authorised generally still applies, and it cannot take on new regulated business. Registration ended 29 January 2025.
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.
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Last known website
courtneyjonesfinancial.co.uk
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Last known phone number
07771 766654
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Last known address
9 Bishop Drive, Burford, Oxfordshire, OX18 4EB, United Kingdom
In the full report: 3 background checks
- When courtneyjonesfinancial.co.uk first appeared online, and whether it can receive email
- What kind of line 07771 766654 is
- Who else gives the postcode OX18 4EB
Other names (3)
If you were contacted under any of these names, it is this firm.
- Courtney Jones Financial Trading name: A name it trades under now.
- Burford Financial Planning & Wealth Management Ltd Former name: A name it was registered under before.
- Burford Financial Planning & Wealth Management Former trading name: A name it used to trade under.
Past FCA permissions and consumer protection
- The record is closedCover you already have generally survives the cancellation: FSCS exists for firms that have failed, and the Financial Ombudsman Service can look at a complaint about a firm that has stopped trading, as long as the business was done while it was authorised. New business with this firm has no cover at all, because it is no longer permitted to carry it out.
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
- 15823360 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 8 July 2024 (2 years old)
- Registered office
- 1 The Clock House, Brize Norton Road, Carterton, OX18 3HN, England
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Anthony Patrick Jones | Director | Mar 1968 | 8 Jul 2024 | None |
| Claire Julia Jones | Director | Jun 1970 | 8 Jul 2024 | None |
In the full report: every company its directors have run
- Confirmation that these 2 directors run no other company
Filed accounts and finances
Net assets
£10.3k
No earlier figure to compare
Employees (average)
2
No earlier figure to compare
Owed within a year
£6,936
No earlier figure to compare
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 15823360. 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
Courtney Jones Financial Services’s history from the FCA register and Companies House, newest first.
2025
9 April 2025
- Changed its registered name from "Burford Financial Planning & Wealth Management Ltd"
FCA register
29 January 2025
- Stopped being an appointed representative
FCA register
2024
8 July 2024
- Incorporated at Companies House
- Anthony Patrick Jones became a part-owner (25–50% of shares)
- Claire Julia Jones became a part-owner (25–50% of shares)
Companies House
In the full report: all 10 events
- All 10 events in its history (5 shown here)
- Every director appointment and resignation: 2
Get the full report on Courtney Jones Financial Services
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- Every company its directors have run, named
- 3 background checks on its contact details
- All 10 events in its history
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Frequently asked questions about this firm
Is Courtney Jones Financial Services Ltd FCA authorised?
Is Courtney Jones Financial Services a scam or clone?
Is my money safe with Courtney Jones Financial Services?
Who owns Courtney Jones Financial Services?
Who runs Courtney Jones Financial Services?
How long has Courtney Jones Financial Services been in business?
What do Courtney Jones Financial Services’ latest accounts show?
Does Courtney Jones Financial Services use any other names?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Report a scam to the FCA fca.org.uk