Jackson Grundy Financial Services Ltd

Reference number: 402101

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Jackson Grundy Financial Services Ltd (FRN 402101) is an AR of First Complete Limited (FRN 435779). When you use Jackson Grundy Financial Services's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Jackson Grundy Financial Services, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

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

    01604 590170

  • Address

    52 Main Road, Duston, Northampton, Northamptonshire, NN5 6JF, United Kingdom

In the full report: 2 background checks

  • What kind of line 01604 590170 is
  • Who else gives the postcode NN5 6JF
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Other names (1)

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

  • Jackson Grundy Mortgage Services Trading name: A name it trades under now.

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through First Complete Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

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 name
HANDLE YOUR FINANCE LIMITED
Company status
Active
Company type
Private limited company
Incorporated
22 May 2002 (24 years old)
Registered office
52 Main Road, Duston, Northampton, NN5 6JJ
Nature of business
  • Life insurance (SIC 65110)
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
David John Jackson Director May 1965 23 May 2002 3 other companies
David John Jackson Secretary Not published 23 May 2002 3 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
3
closed down
1
still active
2

In the full report: all 3 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
  • All 4 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 May 2024Full accountsNot audited

Net assets

£231k

−24% from £306k

Cash at bank

£83.4k

−43% from £146k

Employees (average)

7

Same as 7

Owed within a year

£27.7k

−30% from £39.4k

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2019 to 2024
  • The chart, 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 04445008. 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

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

2019

31 May 2019

  • David John Jackson gave up control
  • Jackson Grundy Limited took control (75–100% of shares)

Companies House

2016

6 April 2016

  • David John Jackson took control (75–100% of shares)

Companies House

2004

13 July 2004

  • Became an appointed representative

FCA register

2002

22 May 2002

  • Incorporated at Companies House

Companies House

In the full report: all 11 events

  • All 11 events in its history (5 shown here)
  • Every director appointment and resignation: 5
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Firms connected to Jackson Grundy Financial Services

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

connected firm
1
no longer authorised
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Jackson Grundy Financial Services

Other firms of the same type (mortgage adviser or broker), nearest first.

In Northampton

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 Jackson Grundy Financial Services

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

  • 3 other companies its directors have run, named
  • 2 background checks on its contact details
  • 6 years of accounts, charted
  • All 11 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Jackson Grundy Financial Services Ltd FCA authorised?
Jackson Grundy Financial Services Ltd (FRN 402101) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Jackson Grundy Financial Services?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Jackson Grundy Financial Services Ltd (FRN 402101) is an AR of First Complete Limited (FRN 435779). When you use Jackson Grundy Financial Services's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Jackson Grundy Financial Services, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Jackson Grundy Financial Services’ phone number?
The FCA register lists the phone number 01604 590170 for Jackson Grundy Financial Services. If you were given different contact details, use these to check with the firm before going any further.
Is Jackson Grundy Financial Services a scam or clone?
Jackson Grundy 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 Jackson Grundy Financial Services?
Protection works through First Complete Limited, the principal firm responsible for Jackson Grundy Financial Services's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Jackson Grundy Financial Services?
Jackson Grundy Financial Services is owned by Jackson Grundy Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 31 May 2019. Before that, it was controlled by Mr David John Jackson.
Who runs Jackson Grundy Financial Services?
Companies House lists one director of Jackson Grundy Financial Services: David John Jackson.
How long has Jackson Grundy Financial Services been in business?
The company was formed on 22 May 2002.
What do Jackson Grundy Financial Services’ latest accounts show?
Its latest accounts, to 31 May 2024, show net assets of £231k (−24% from £306k) and cash at bank of £83.4k (−43% from £146k).
Does Jackson Grundy Financial Services use any other names?
It trades as Jackson Grundy Mortgage Services.

Sources and links

The full report on Jackson Grundy Financial Services Ltd

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