Jessop Financial Planning Limited

Reference number: 525008

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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.

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.
  • Jessop Financial Planning Limited (FRN 525008) is an AR of Westcourt Financial Services Limited (FRN 458200). When you use Jessop Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Jessop Financial Planning, 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

  • No phone number on the FCA register

  • Address

    Westbrook Court, 2 Sharrow Vale Road, Sheffield, South Yorkshire, S11 8YZ, United Kingdom

In the full report: 1 background check

  • Who else gives the postcode S11 8YZ
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Westcourt Financial Services 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 status
Active
Company type
Private limited company
Incorporated
2 March 2010 (16 years old)
Registered office
Matches the FCA register address ✓
Nature of business
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Directors and company secretaries

Name Role Born Appointed Other companies
Ben Ernest Westaway Director Apr 1975 2 Mar 2010 None
Julia Katherine Westaway Director Dec 1975 25 Feb 2019 None
Julia Katherine Westaway Secretary Not published 14 Feb 2011 –

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
  • All 3 people who have been directors, with their dates
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Filed accounts and finances

Year to 31 March 2026Small company accountsNot audited

Net assets

£120k

−12% from £136k

Cash at bank

£134k

−8.9% from £148k

Employees (average)

2

Same as 2

Owed within a year

£49.1k

+2.4% from £47.9k

No turnover or profit for the year to 31 March 2026: the accounts print them but do not tag them. The last tagged figures are £242k turnover and £130k profit, for the year to 31 March 2021.

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2020 to 2026
  • Both charts, 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.

Accounts filed at Companies House for company 07175284. 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

Jessop Financial Planning’s history from the FCA register and Companies House, newest first.

2025

8 December 2025

  • Julia Katherine Westaway became a part-owner (25–50% of shares)

Companies House

4 December 2025

  • Julia Westaway stopped being a part-owner

Companies House

2017

23 October 2017

  • Julia Westaway became a part-owner (25–50% of shares)

Companies House

2016

6 April 2016

  • Ben Ernest Westaway became a part-owner (25–50% of shares)

Companies House

2010

1 June 2010

  • Became an appointed representative

FCA register

2 March 2010

  • Incorporated at Companies House

Companies House

In the full report: all 10 events

  • All 10 events in its history (6 shown here)
  • Every director appointment and resignation: 4
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Firms connected to Jessop Financial Planning

Other FCA-listed firms that share a director, phone number or address with Jessop Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
3
share its postcode
3

In the full report: all 3 connected firms, named

  • How each is linked: the same postcode (3)
  • Who links each one: the named directors, with dates
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Firms like Jessop Financial Planning

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

In Sheffield

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 Jessop Financial Planning

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
  • 1 background check on its contact details
  • 7 years of accounts, charted
  • All 10 events in its history
  • 3 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Jessop Financial Planning Limited FCA authorised?
Jessop Financial Planning Limited (FRN 525008) 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 Jessop Financial Planning?
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. Jessop Financial Planning Limited (FRN 525008) is an AR of Westcourt Financial Services Limited (FRN 458200). When you use Jessop Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Jessop Financial Planning, 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.
Is Jessop Financial Planning a scam or clone?
Jessop Financial Planning 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 Jessop Financial Planning?
Protection works through Westcourt Financial Services Limited, the principal firm responsible for Jessop Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Jessop Financial Planning?
Companies House lists 2 people with significant control of Jessop Financial Planning: Mrs Julia Katherine Westaway (25–50% of shares) and Mr Ben Ernest Westaway (25–50% of shares). Before that, it was controlled by Mrs Julia Westaway.
Who runs Jessop Financial Planning?
Companies House lists 2 directors of Jessop Financial Planning: Ben Ernest Westaway and Julia Katherine Westaway.
How long has Jessop Financial Planning been in business?
The company was formed on 2 March 2010.
What do Jessop Financial Planning’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £120k (−12% from £136k) and cash at bank of £134k (−8.9% from £148k).

Sources and links

The full report on Jessop Financial Planning Limited

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