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.
- Appointed for 11 years
- Protected through the principal
- No FCA actions
- Active company since 2014
- Accounts filed up to 31 January 2026
Responsible principal firm
Masterplan Financial Services Reference number: 400535 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.
- Jon Green Mortgages Limited (FRN 692614) is an AR of Masterplan Financial Services (FRN 400535). When you use Jon Green Mortgages's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Jon Green Mortgages, 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.
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No website on the FCA register
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Phone number
-
Address
223 New Lane Hill, Tilehurst, Reading, Berkshire, RG30 4JU, United Kingdom
In the full report: 2 background checks
- What kind of line 0118 945 1600 is, and the 2 other firms that give it
- Who else gives the postcode RG30 4JU
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Masterplan Financial Services, 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.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 08867994 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 29 January 2014 (12 years old)
- Registered office
- 21 Grangely Close, Calcot, Reading, RG31 7DR, England
- Nature of business
-
- Activities of insurance agents and brokers (SIC 66220)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Jonathan Charles Green | Director | Jan 1977 | 29 Jan 2014 | None |
In the full report: every company its directors have run
- Confirmation that its director runs no other company
Filed accounts and finances
Net assets
£48
Up £39 from £9
Cash at bank
£3,958
−76% from £16.6k
Employees (average)
1
Same as 1
Owed within a year
£29.4k
−17% from £35.5k
Net assets
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
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 08867994. Figures are exactly as filed; nothing is estimated.
Key dates in its history
Jon Green Mortgages’s history from the FCA register and Companies House, newest first.
2017
29 January 2017
- Jonathan Charles Green took control (75–100% of shares)
Companies House
2015
7 May 2015
- Became an appointed representative
FCA register
2014
29 January 2014
- Incorporated at Companies House
- Jonathan Charles Green appointed as a director
Companies House
Director appointments and resignations, and trading names, appear under All events.
Firms connected to Jon Green Mortgages
Other FCA-listed firms that share a director, phone number or address with Jon Green Mortgages. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 2
- share its phone number
- 2
- share its postcode
- 2
In the full report: all 2 connected firms, named
- How each is linked: the same phone number (2), the same postcode (2)
- Who links each one: the named directors, with dates
Firms like Jon Green Mortgages
Other firms of the same type (insurance broker), nearest first.
In Reading
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 Jon Green Mortgages
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 4 events in its history
- 2 connected firms, named, and who links them
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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
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk