Jewell & Petersen Limited

Reference number: 402532

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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.

In the full report: 3 background checks

  • When jpltd.co.uk first appeared online, and whether it can receive email
  • What kind of line 01446 771465 is
  • Who else gives the postcode CF71 7JS
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FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A 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 apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • 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.

Company number
05179604
Company status
Active
Company type
Private limited company
Incorporated
14 July 2004 (22 years old)
Registered office
Hafod Wen, Cae Rex, Llanblethian, Cowbridge, Vale Of Glamorgan, CF71 7JS
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name Role Born Appointed Other companies
Anthony James Jewell Director Jan 1966 14 Jul 2004 2 other companies
Carl Petersen Director Aug 1969 14 Jul 2004 2 other companies
Helen Jewell Director Oct 1966 15 Jul 2022 None
Joanna Petersen Director Nov 1965 15 Jul 2022 None
Anthony James Jewell Secretary Not published 14 Jul 2004 2 other companies

Other companies run by these 4 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
3
closed down
1
run together
1

In the full report: all 3 companies, named

  • What each company does, and whether it is still trading
  • Which of these 4 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 1 company these 4 directors run together
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Filed accounts and finances

Year to 30 June 2026Small company accountsNot audited

Net assets

£148k

+2.6% from £145k

Cash at bank

£38.1k

−53% from £81.2k

Employees (average)

0

Same as 0

Owed within a year

£13.6k

−33% from £20.2k

Assets and liabilities

In the full report: all 8 years of accounts

  • Every year from 2019 to 2026
  • 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 05179604. 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

Jewell & Petersen’s history from the FCA register and Companies House, newest first.

Key events (6) All events (12)

2016

15 July 2016

  • Anthony James Jewell became a part-owner (25–50% of shares)
  • Carl Petersen became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2004

25 October 2004

  • Regulated by the Financial Services Authority from this date

FCA register

22 October 2004

  • Became authorised by the FCA

FCA register

14 July 2004

  • Incorporated at Companies House

Companies House

In the full report: all 12 events

  • All 12 events in its history (6 shown here)
  • Every director appointment and resignation: 4
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Firms like Jewell & Petersen

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

In Cowbridge

Makemson & Company LimitedCowbridgeAuthorisedAcura Wealth LtdCowbridgeAppointed representativeAnchorage Wealth & PlanningCowbridgeAppointed representativeChess Private Wealth LimitedCowbridgeAppointed representativeFalco Financial Planning LtdCowbridgeAppointed 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 Jewell & Petersen

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

  • 3 other companies its directors have run, named
  • 3 background checks on its contact details
  • 8 years of accounts, charted
  • All 12 events in its history

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Frequently asked questions about this firm

Is Jewell & Petersen Limited FCA authorised?
Yes, Jewell & Petersen Limited (FRN 402532) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since October 2004 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Jewell & Petersen’s phone number and website?
The FCA register lists the phone number 01446 771465 and the website jpltd.co.uk for Jewell & Petersen. If you were given different contact details, use these to check with the firm before going any further.
Is Jewell & Petersen a scam or clone?
Jewell & Petersen 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 Jewell & Petersen?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Jewell & Petersen to the Financial Ombudsman Service, free of charge.
Who owns Jewell & Petersen?
Companies House lists 2 people with significant control of Jewell & Petersen: Mr Anthony James Jewell (25–50% of shares) and Mr Carl Petersen (25–50% of shares).
Who runs Jewell & Petersen?
Companies House lists 4 directors of Jewell & Petersen: Anthony James Jewell, Carl Petersen, Helen Jewell and Joanna Petersen.
How long has Jewell & Petersen been in business?
The company was formed on 14 July 2004, and has held its current FCA authorisation since October 2004.
What do Jewell & Petersen’s latest accounts show?
Its latest accounts, to 30 June 2026, show net assets of £148k (+2.6% from £145k) and cash at bank of £38.1k (−53% from £81.2k).

Sources and links

The full report on Jewell & Petersen Limited

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