David Jeffreys Financial Services Ltd: FCA regulated?

Authorised by the FCA

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

Authorised for 10 years
Your funds are protected by FSCS
No FCA actions
Active company since 2012
Accounts filed up to 30 April 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.

No website on the FCA register
Phone number

01480 437222
Address

59 Wertheim Way, Huntingdon, Cambridgeshire, PE29 6US, United Kingdom

In the full report: 2 background checks

What kind of line 01480 437222 is
Who else gives the postcode PE29 6US

Other names (1)

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

David Jeffreys Trading name: A name it trades under now.

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.
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 (7 permissions)

Advising on investments (except on Pension Transfers and Pension Opt Outs)
Advising on P2P agreements
Advising on Pension Transfers and Pension Opt Outs
Arranging (bringing about) deals in investments
Credit Broking
Debt-counselling
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 number: 08056484 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 3 May 2012 (14 years old)
Registered office: 59 Wertheim Way, Huntingdon, Cambs., PE29 6US, England
Nature of business: Accounting and auditing activities (SIC 69201)
Tax consultancy (SIC 69203)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
David Christopher Jeffreys	Director	Aug 1961	3 May 2012	4 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: 4
still active: 4

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
Any that went into liquidation or administration

Filed accounts and finances

Year to 30 April 2025Micro-entity accountsNot audited

Net assets

£32.3k

+3.9% from £31.0k

Employees (average)

1

Same as 1

Owed within a year

−£2,954

Down £1,251 from −£1,703

Net assets

In the full report: all 7 years of accounts

Every year from 2019 to 2025
The chart, over every year
Every filed figure, year by year

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 08056484. 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

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

Key events (4) All events (9)

2016

3 May 2016

David Christopher Jeffreys took control (75–100% of shares)

Companies House

4 January 2016

Regulated by the FCA from this date
Became authorised by the FCA

FCA register

2012

3 May 2012

Incorporated at Companies House

Companies House

In the full report: all 9 events

All 9 events in its history (4 shown here)
Every director appointment and resignation: 1

Firms like David Jeffreys Financial Services

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

In Huntingdon

Churchgates Land Family Business LimitedHuntingdonAppointed representative Green Oak Financial Partners LtdHuntingdonAppointed representative JF Wealth Management LtdHuntingdonAppointed representative Kim George Financial Planning LtdHuntingdonAppointed representative Live Vitae Financial Planning LtdHuntingdonAppointed representative Viridian Financial Services LtdHuntingdonAppointed 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 David Jeffreys Financial Services

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
2 background checks on its contact details
7 years of accounts, charted
All 9 events in its history

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Frequently asked questions about this firm

Is David Jeffreys Financial Services Ltd FCA authorised?

Yes, David Jeffreys Financial Services Ltd (FRN 707853) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2016 and works as a financial adviser. The FCA has placed no limits on its permissions.

What is David Jeffreys Financial Services’ phone number?

The FCA register lists the phone number 01480 437222 for David Jeffreys Financial Services. If you were given different contact details, use these to check with the firm before going any further.

Is David Jeffreys Financial Services a scam or clone?

David Jeffreys 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 David Jeffreys 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 David Jeffreys Financial Services to the Financial Ombudsman Service, free of charge.

Who owns David Jeffreys Financial Services?

Companies House lists one person with significant control of David Jeffreys Financial Services: Mr David Christopher Jeffreys (75–100% of shares).

Who runs David Jeffreys Financial Services?

Companies House lists one director of David Jeffreys Financial Services: David Christopher Jeffreys.

How long has David Jeffreys Financial Services been in business?

The company was formed on 3 May 2012, and has held its current FCA authorisation since January 2016.

What do David Jeffreys Financial Services’ latest accounts show?

Its latest accounts, to 30 April 2025, show net assets of £32.3k (+3.9% from £31.0k).

Does David Jeffreys Financial Services use any other names?

It trades as David Jeffreys.