Jones Regan Associates Ltd
Reference number: 1046859
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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.
- Appointed for under a year
- Protected through the principal
- No FCA actions
- Active company since 2024
- Accounts filed up to 31 March 2026
Responsible principal firm
St. James's Place Wealth Management Plc Reference number: 195351 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.
- Jones Regan Associates Ltd (FRN 1046859) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Jones Regan Associates's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Jones Regan Associates, 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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Phone number
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Address
Suite A, Futura One, Futura Business Park, Aspinall Way, Middlebrook, Bolton, Greater Manchester, BL6 6PG, United Kingdom
In the full report: 3 background checks
- When jonesregan.co.uk first appeared online, and whether it can receive email
- What kind of line 0161 676 1980 is
- Who else gives the postcode BL6 6PG
Other names (1)
If you were contacted under any of these names, it is this firm.
- Jones Regan Financial Planning Trading name: A name it trades under now.
FCA permissions and consumer protection
- Protection through the principal firmProtection works through St. James's Place Wealth Management PLC, 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
- 16103027 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 26 November 2024 (1 year old)
- Registered office
- Bank House, Market Square, Congleton, Cheshire, CW12 1ET, United Kingdom
- Nature of business
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- Financial management (SIC 70221)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Michael Joseph Regan | Director | Nov 1963 | 26 Nov 2024 | 2 other companies |
| Claire Louise Giles | Director | Mar 1982 | 27 Oct 2025 | 1 other company |
| Peter Daniel Jones | Director | Apr 1963 | 27 Oct 2025 | None |
| Robert David Miller | Director | Nov 1983 | 27 Oct 2025 | None |
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
- still active
- 2
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
Filed accounts and finances
Employees (average)
0
No earlier figure to compare
These accounts were filed as dormant: the company reported no significant trading in the period.
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 16103027. Figures are exactly as filed; nothing is estimated.
Key dates in its history
Jones Regan Associates’s history from the FCA register and Companies House, newest first.
2026
20 March 2026
- Peter Daniel Jones became a part-owner (25–50% of shares)
Companies House · FCA register
9 January 2026
- Became an appointed representative
FCA register
2024
26 November 2024
- Incorporated at Companies House
- Michael Joseph Regan became a part-owner (25–50% of shares)
Companies House
In the full report: all 9 events
- All 9 events in its history (4 shown here)
- Every director appointment and resignation: 4
Firms connected to Jones Regan Associates
Other FCA-listed firms that share a director, phone number or address with Jones Regan Associates. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 1
- share its postcode
- 1
In the full report: the connected firm, named
- How it is linked: the same postcode (1)
- Who links it to this firm: the named directors, with dates
Firms like Jones Regan Associates
Other firms of the same type (financial adviser), nearest first.
In Bolton
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 Jones Regan Associates
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
- All 9 events in its history
- 1 connected firm, 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