James & James Financial Advisers Limited
Reference number: 531539
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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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Phone number
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Address
Milton House, 30 Ashwell Road, Oakham, Rutland, LE15 6QG, United Kingdom
In the full report: 3 background checks
- When jandjadvisers.co.uk first appeared online, and whether it can receive email
- What kind of line 01572 368278 is
- Who else gives the postcode LE15 6QG
Other names (1)
If you were contacted under any of these names, it is this firm.
- James & James IFA Ltd Former name: A name it was registered under before.
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.
- 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 (12 permissions)
- Acting as a CBTL advisor
- Acting as a CBTL Advisor
- Acting as a CBTL arranger
- 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
- Advising on regulated mortgage contracts
- Arranging (bringing about) deals in investments
- Arranging (bringing about) regulated mortgage contracts
- 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.
Concerns on the company record
- Accounts are overdue at Companies House.
- Company number
- 07220403 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 12 April 2010 (16 years old)
- Registered office
- Milton House, 30 Ashwell Road, Oakham, Rutland, LE15 6QG, England
- Nature of business
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- Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| James Whearity | Director | May 1964 | 12 Apr 2010 | None |
In the full report: every company its directors have run
- Confirmation that its director runs no other company
- Both people who have been directors, with their dates
Filed accounts and finances
Net assets
£23.8k
+3.4% from £23.1k
Employees (average)
4
Same as 4
Owed within a year
£177k
+99% from £89.2k
Its next accounts are overdue at Companies House.
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
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 07220403. 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
James & James Financial Advisers’s history from the FCA register and Companies House, newest first.
2019
3 January 2019
- James Anthony David Curtis stopped being a part-owner
Companies House
2017
12 April 2017
- James Anthony David Curtis became a part-owner (25–50% of shares)
- James Whearity became a part-owner (25–50% of shares)
Companies House
2013
1 April 2013
- Regulated by the FCA from this date
FCA register
12 March 2013
- Changed its registered name from "James & James IFA Ltd"
FCA register
2011
4 January 2011
- Regulated by the Financial Services Authority from this date
- Became authorised by the FCA
FCA register
2010
12 April 2010
- Incorporated at Companies House
Companies House
In the full report: all 15 events
- All 15 events in its history (8 shown here)
- Every director appointment and resignation: 3
Firms connected to James & James Financial Advisers
Other FCA-listed firms that share a director, phone number or address with James & James Financial Advisers. 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 James & James Financial Advisers
Other firms of the same type (financial adviser), nearest first.
In Oakham
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 James & James Financial Advisers
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
- 6 years of accounts, charted
- All 15 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