JGT Management Limited

Reference number: 803667

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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.
  • JGT Management Limited (FRN 803667) is an AR of Openwork Limited (FRN 408285). When you use JGT Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from JGT Management, 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

    01772 286376

  • Address

    47 Woodplumpton Lane, Broughton, Preston, Lancashire, PR3 5JJ, United Kingdom

In the full report: 2 background checks

  • What kind of line 01772 286376 is
  • Who else gives the postcode PR3 5JJ
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Other names (1)

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

  • Compass Financial Solutions Trading 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
08354756
Company status
Active
Company type
Private limited company
Incorporated
10 January 2013 (13 years old)
Registered office
414-416 Blackpool Road, Ashton-On-Ribble, Preston, Lancs, PR2 2DX
Nature of business
  • Activities of mortgage finance companies (SIC 64922)

Directors and company secretaries

Name Role Born Appointed Other companies
Michael Bott Director Dec 1968 10 Jan 2013 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
  • Both people who have been directors, with their dates
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Filed accounts and finances

Year to 31 January 2026Micro-entity accountsNot audited

Net assets

£31.5k

+2.9% from £30.6k

Employees (average)

1

Same as 1

Owed within a year

£11.3k

−22% from £14.3k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2020 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 08354756. 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

JGT Management’s history from the FCA register and Companies House, newest first.

Key events (3) All events (7)

2018

8 March 2018

  • Became an appointed representative

FCA register

2016

6 September 2016

  • Michael James Bott became the majority owner (50–75% of shares)

Companies House

2013

10 January 2013

  • Incorporated at Companies House

Companies House

In the full report: all 7 events

  • All 7 events in its history (3 shown here)
  • Every director appointment and resignation: 3
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Firms like JGT Management

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

In Preston

Blue Sky Family Wealth Management LtdPrestonAppointed representativeBullough Financial Planning LimitedPrestonAppointed representativeCox FinancialPrestonAppointed representativeCraig BroadbentPrestonAppointed representativeDCN Wealth Management LtdPrestonAppointed representativeEfficient Financial Planning LimitedPrestonAppointed 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 JGT Management

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
  • 2 background checks on its contact details
  • 7 years of accounts, charted
  • All 7 events in its history

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Frequently asked questions about this firm

Is JGT Management Limited FCA authorised?
JGT Management Limited (FRN 803667) 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 JGT Management?
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. JGT Management Limited (FRN 803667) is an AR of Openwork Limited (FRN 408285). When you use JGT Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from JGT Management, 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 JGT Management’s phone number?
The FCA register lists the phone number 01772 286376 for JGT Management. If you were given different contact details, use these to check with the firm before going any further.
Is JGT Management a scam or clone?
JGT Management 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 JGT Management?
Protection works through Openwork Limited, the principal firm responsible for JGT Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns JGT Management?
Companies House lists one person with significant control of JGT Management: Mr Michael James Bott (50–75% of shares).
Who runs JGT Management?
Companies House lists one director of JGT Management: Michael Bott.
How long has JGT Management been in business?
The company was formed on 10 January 2013.
What do JGT Management’s latest accounts show?
Its latest accounts, to 31 January 2026, show net assets of £31.5k (+2.9% from £30.6k).
Does JGT Management use any other names?
It trades as Compass Financial Solutions.

Sources and links

The full report on JGT Management Limited

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