Jackson (Life & Pensions) Limited

Reference number: 121712

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 jacksons.life first appeared online, and whether it can receive email
  • What kind of line 01736 360717 is
  • Who else gives the postcode TR18 4FG
Instant PDF download
Other names (4)

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

  • Jacksons Trading name: A name it trades under now.
  • Jacksons Wealth Management Trading name: A name it trades under now.
  • Jackson (Life & Pension Brokers) Limited Former name: A name it was registered under before.
  • Jackson Financial Services 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.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • 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 (9 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • 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
  • Assisting in the administration and performance of a contract of insurance
  • Credit Broking
  • 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
2 July 1974 (52 years old)
Registered office
Unit Three Mounts Bay Retail Centre, Wharf Road, Penzance, Cornwall, TR18 4FG, United Kingdom
Nature of business
  • Life insurance (SIC 65110)

Directors and company secretaries

Name Role Born Appointed Other companies
Michael Stephen Caffry Director Jul 1945 1 Aug 1994 1 other company
Peter Benedict Matthew Director Feb 1975 1 Apr 2007 5 other companies

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 companies
6
closed down
2
is FCA-registered
1

In the full report: all 6 companies, 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
  • The one on the FCA register
  • All 9 people who have ever been directors, with their dates
Instant PDF download

Filed accounts and finances

Year to 31 December 2025Full accountsNot audited

Net assets

£283k

+75% from £162k

Cash at bank

£139k

+128% from £60.9k

Owed within a year

£482k

+82% from £265k

Assets and liabilities

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
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.

Accounts filed at Companies House for company 01175953. 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 (Life & Pensions)’s history from the FCA register and Companies House, newest first.

2026

24 September 2026

  • Jlp Group Cornwall Limited took control (50–75% of shares)
  • Jlp Holdings Cornwall Limited gave up control

Companies House

5 February 2026

  • Jlp Group Cornwall Limited gave up control
  • Jlp Holdings Cornwall Limited took control (50–75% of shares)

Companies House

2024

24 October 2024

  • Jlp Group Cornwall Limited took control (75–100% of shares)
  • Jlp Holdings Cornwall Limited gave up control

Companies House

2021

30 June 2021

  • Jlp Holdings Cornwall Limited took control (50–75% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2001

1 December 2001

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

FCA register

1997

8 August 1997

  • Changed its registered name from "Jackson (Life & Pension Brokers) Limited"

FCA register

1995

27 December 1995

  • Regulated by the Personal Investment Authority from this date

FCA register

1994

30 September 1994

  • Board replaced: both directors left and 3 new directors took over

Companies House

1974

2 July 1974

  • Incorporated at Companies House

Companies House

In the full report: all 41 events

  • All 41 events in its history (14 shown here)
  • Every director appointment and resignation: 18
Instant PDF download

Firms connected to Jackson (Life & Pensions)

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

connected firm
1
share a director
1

In the full report: the connected firm, named

  • How it is linked: shared directors (1)
  • Who links it to this firm: the named directors, with dates
Instant PDF download

Firms like Jackson (Life & Pensions)

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

In Penzance

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 (Life & Pensions)

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

  • 6 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 41 events in its history
  • 1 connected firm, named, and who links them

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Jackson (Life & Pensions) Limited FCA authorised?
Yes, Jackson (Life & Pensions) Limited (FRN 121712) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Jackson (Life & Pensions)’s phone number and website?
The FCA register lists the phone number 01736 360717 and the website jacksons.life for Jackson (Life & Pensions). If you were given different contact details, use these to check with the firm before going any further.
Is Jackson (Life & Pensions) a scam or clone?
Jackson (Life & Pensions) 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 (Life & Pensions)?
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 Jackson (Life & Pensions) to the Financial Ombudsman Service, free of charge.
Who owns Jackson (Life & Pensions)?
Jackson (Life & Pensions) is owned by Jlp Group Cornwall Limited, which holds 50–75% of shares, 75–100% of votes and can appoint and remove the board, since 24 September 2026. Before that, it was controlled by Jlp Holdings Cornwall Limited.
Who runs Jackson (Life & Pensions)?
Companies House lists 2 directors of Jackson (Life & Pensions): Michael Stephen Caffry and Peter Benedict Matthew.
How long has Jackson (Life & Pensions) been in business?
The company was formed on 2 July 1974, and has held its current FCA authorisation since December 2001.
What do Jackson (Life & Pensions)’s latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £283k (+75% from £162k) and cash at bank of £139k (+128% from £60.9k).
Does Jackson (Life & Pensions) use any other names?
It trades as Jacksons and Jacksons Wealth Management. It has previously used 2 other names: Jackson (Life & Pension Brokers) Limited and Jackson Financial Services.

Sources and links

The full report on Jackson (Life & Pensions) Limited

£19.99 · Instant PDF download

Loading secure checkout…