Jackson Jeffrey Financial Services Limited
Reference number: 502476
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.
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Website
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Phone number
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Address
44 Cygnet Court, Timothy's Bridge Road, Stratford upon Avon, Warwickshire, CV37 9NW, United Kingdom
In the full report: 3 background checks
- When jjfsltd.com first appeared online, and whether it can receive email
- What kind of line 01789 263257 is
- Who else gives the postcode CV37 9NW
Other names (2)
If you were contacted under any of these names, it is this firm.
- Jeffrey Financial Services Limited Former name: A name it was registered under before.
- Helen Jeffrey Independent Financial Services Former trading name: A name it used to trade under.
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA 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 applyEligible 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 applyMortgage advice and arranging may be FSCS-covered, up to the limit that applies.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (9 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
- Arranging (bringing about) deals in investments
- Debt-counselling
- Making arrangements with a view to transactions in investments
- Providing Credit Information Services
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
- 06916339 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 27 May 2009 (17 years old)
- Registered office
- Leofric House 18b Binley Road, Gosford Green, Coventry, West Midlands, CV3 1JN
- Nature of business
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- Financial management (SIC 70221)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Helen Elizabeth Jeffrey | Director | Jul 1981 | 27 May 2009 | None |
| Simon Paul Jackson | Director | Dec 1961 | 28 Oct 2009 | 1 other company |
Other companies run by these 2 directors
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 company
- 1
- still active
- 1
In the full report: all 1 company, named
- What each company does, and whether it is still trading
- Which of these 2 directors sit on each board, and since when
- Any that went into liquidation or administration
Filed accounts and finances
Net assets
£563k
+14% from £495k
Cash at bank
£626k
+6.3% from £589k
Employees (average)
6
Same as 6
Owed within a year
£117k
−18% from £142k
Assets and liabilities
In the full report: all 7 years of accounts
- Every year from 2020 to 2026
- 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 06916339. 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 Jeffrey Financial Services’s history from the FCA register and Companies House, newest first.
2016
6 April 2016
- Helen Elizabeth Jeffrey became a part-owner (25–50% of shares)
- Simon Paul Jackson became a part-owner (25–50% of shares)
Companies House
2013
1 April 2013
- Regulated by the FCA from this date
FCA register
2009
16 November 2009
- Changed its registered name from "Jeffrey Financial Services Limited"
FCA register
30 July 2009
- Regulated by the Financial Services Authority from this date
- Became authorised by the FCA
FCA register
27 May 2009
- Incorporated at Companies House
Companies House
In the full report: all 14 events
- All 14 events in its history (7 shown here)
- Every director appointment and resignation: 2
Firms connected to Jackson Jeffrey Financial Services
Other FCA-listed firms that share a director, phone number or address with Jackson Jeffrey Financial Services. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 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
Firms like Jackson Jeffrey Financial Services
Other firms of the same type (financial adviser), nearest first.
In the Coventry (CV) 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 Jackson Jeffrey Financial Services
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 1 other company its directors have run, named
- 3 background checks on its contact details
- 7 years of accounts, charted
- All 14 events in its history
- 1 connected firm, named, and who links them
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk