Jeremy George Lake Financial Services Ltd

Reference number: 602225

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

Openwork Limited Reference number: 408285 Authorised View firm →
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.
  • Jeremy George Lake Financial Services Ltd (FRN 602225) is an AR of Openwork Limited (FRN 408285). When you use Jeremy George Lake Financial Services's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Jeremy George Lake Financial Services, 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.

In the full report: 3 background checks

  • When jglfs.co.uk first appeared online, and whether it can receive email
  • What kind of line 0121 354 4323 is
  • Who else gives the postcode B73 6EP
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Other names (1)

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

  • Jeremy George Lake Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection 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, 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.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
10460869
Company status
Active
Company type
Private limited company
Incorporated
3 November 2016 (9 years old)
Registered office
1 Wyndley Lane, Sutton Coldfield, West Midlands, B73 6EP, United Kingdom
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Jeremy George Lake Director Sep 1965 3 Nov 2016 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Filed accounts and finances

Year to 31 March 2025Small company accountsNot audited

Net assets

£136k

−1.3% from £138k

Cash at bank

£42.3k

+2.8% from £41.1k

Employees (average)

2

Same as 2

Owed within a year

£12.4k

+18% from £10.5k

Net assets

In the full report: all 6 years of accounts

  • Every year from 2020 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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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 10460869. Figures are exactly as filed; nothing is estimated.

Key dates in its history

Jeremy George Lake Financial Services’s history from the FCA register and Companies House, newest first.

Key events (5) All events (8)

2018

11 December 2018

  • Jeremy George Lake became a part-owner (25–50% of shares)

Companies House

2017

16 March 2017

  • Changed its registered name from "Jeremy George Lake Financial Services Ltd"
  • Changed its registered name from "Jeremy George Lake"

FCA register

2016

3 November 2016

  • Incorporated at Companies House

Companies House

2013

5 June 2013

  • Became an appointed representative

FCA register

In the full report: all 8 events

  • All 8 events in its history (5 shown here)
  • Every director appointment and resignation: 1
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Firms like Jeremy George Lake Financial Services

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

In Sutton Coldfield

ACS Financial Planning LtdSutton ColdfieldAppointed representativeAM 360 Financial Planning LimitedSutton ColdfieldAppointed representativeBlueberry (Midlands) LimitedSutton ColdfieldAppointed representativeBreslins Financial Planning LtdSutton ColdfieldAppointed representativeBroderick Wealth Management LtdSutton ColdfieldAppointed representativeElwell Financial Planning LtdSutton ColdfieldAppointed representative

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 George Lake Financial Services

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 8 events in its history

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Frequently asked questions about this firm

Is Jeremy George Lake Financial Services Ltd FCA authorised?
Jeremy George Lake Financial Services Ltd (FRN 602225) 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 Jeremy George Lake Financial Services?
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. Jeremy George Lake Financial Services Ltd (FRN 602225) is an AR of Openwork Limited (FRN 408285). When you use Jeremy George Lake Financial Services's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Jeremy George Lake Financial Services, 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 Jeremy George Lake Financial Services’ phone number and website?
The FCA register lists the phone number 0121 354 4323 and the website jglfs.co.uk for Jeremy George Lake Financial Services. If you were given different contact details, use these to check with the firm before going any further.
Is Jeremy George Lake Financial Services a scam or clone?
Jeremy George Lake Financial Services 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 Jeremy George Lake Financial Services?
Protection works through Openwork Limited, the principal firm responsible for Jeremy George Lake Financial Services's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Jeremy George Lake Financial Services?
Companies House lists one person with significant control of Jeremy George Lake Financial Services: Mr Jeremy George Lake (25–50% of shares).
Who runs Jeremy George Lake Financial Services?
Companies House lists one director of Jeremy George Lake Financial Services: Jeremy George Lake.
How long has Jeremy George Lake Financial Services been in business?
The company was formed on 3 November 2016.
What do Jeremy George Lake Financial Services’ latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £136k (−1.3% from £138k) and cash at bank of £42.3k (+2.8% from £41.1k).
Does Jeremy George Lake Financial Services use any other names?
It has previously used the name Jeremy George Lake.

Sources and links

The full report on Jeremy George Lake Financial Services Ltd

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