Introducer appointed representative
Jeremy Francis Edward Taylor can only introduce you to their principal, and cannot give financial advice, recommend products, or arrange deals alone.
Responsible principal firm
Openwork Limited Reference number: 408285 View firm →What does this mean?
- An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own.
- Jeremy Francis Edward Taylor (FRN 446494) introduces customers to Openwork Limited (FRN 408285). Any regulated advice or arranging is done by the principal, not Jeremy Francis Edward Taylor.
- Example: if Jeremy Francis Edward Taylor refers you to a financial adviser, the advice should come from the principal firm, not from Jeremy Francis Edward Taylor itself.
- 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.
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No website on the FCA register
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Phone number
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Address
68 Penland Road, Haywards Heath, West Sussex, RH16 1PH, United Kingdom
In the full report: 2 background checks
- What kind of line 07808 170059 is
- Who else gives the postcode RH16 1PH
Other names (2)
If you were contacted under any of these names, it is this firm.
- Excel Financial Solutions Former name: A name it was registered under before.
- Excel Mortgage Solutions Former trading name: A name it used to trade under.
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Openwork 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, freeYou 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
Jeremy Francis Edward Taylor’s history from the FCA register and Companies House, newest first.
2024
31 December 2024
- Changed its registered name from "Excel Financial Solutions"
FCA register
2015
2 December 2015
- Changed its registered name from "Excel Financial Solutions."
FCA register
2011
31 January 2011
- Changed its registered name from "Jeremy Francis Edward Taylor"
FCA register
2005
30 December 2005
- Became an introducer appointed representative
FCA register
In the full report: all 8 events
- All 8 events in its history (4 shown here)
Firms like Jeremy Francis Edward Taylor
Other firms of the same type (financial adviser), nearest first.
In Haywards Heath
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 Jeremy Francis Edward Taylor
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 8 events in its history
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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
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk