Jason R Heath & John A Heath

Reference number: 412277

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Appointed representative

the Heath partnership does not hold FCA authorisation of their own, and acts under a principal firm, which is legally responsible for their 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.
  • Jason R Heath & John A Heath (FRN 412277) is an AR of Golden Charter Limited (FRN 965279). When you use the Heath partnership's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from the Heath partnership, 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

    0114 272 2222

  • Address

    4-16 Earsham Street, Sheffield, S4 7LS, United Kingdom

In the full report: 2 background checks

  • What kind of line 0114 272 2222 is
  • Who else gives the postcode S4 7LS
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Other names (4)

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

  • JOHN HEATH & SONS Trading name: A name it trades under now.
  • Tomlinson and Windley Trading name: A name it trades under now.
  • Wood Funeral Services Trading name: A name it trades under now.
  • John Heath Former name: A name it was registered under before.

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Golden Charter 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.

Key dates in its history

The Heath partnership’s history from the FCA register and Companies House, newest first.

2022

20 September 2022

  • Changed its registered name from "John Heath"

FCA register

2004

31 October 2004

  • Became an appointed representative

FCA register

In the full report: all 5 events

  • All 5 events in its history (2 shown here)
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Firms connected to the Heath partnership

Other FCA-listed firms that share a director, phone number or address with the Heath partnership. 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
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Firms like the Heath partnership

Other firms of the same type (funeral director), nearest first.

In the Sheffield (S) 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 the Heath partnership

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

  • 2 background checks on its contact details
  • All 5 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Jason R Heath & John A Heath FCA authorised?
Jason R Heath & John A Heath (FRN 412277) 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 the Heath partnership?
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. Jason R Heath & John A Heath (FRN 412277) is an AR of Golden Charter Limited (FRN 965279). When you use the Heath partnership's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from the Heath partnership, 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 the Heath partnership’s phone number?
The FCA register lists the phone number 0114 272 2222 for the Heath partnership. If you were given different contact details, use these to check with the firm before going any further.
Is the Heath partnership a scam or clone?
the Heath partnership 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 the Heath partnership?
Protection works through Golden Charter Limited, the principal firm responsible for the Heath partnership's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Does the Heath partnership use any other names?
It trades as JOHN HEATH & SONS, Tomlinson and Windley and Wood Funeral Services. It has previously used the name John Heath.

Sources and links

The full report on Jason R Heath & John A Heath

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