JP Maxwell Financial Management Ltd

Reference number: 782133

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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 jpmaxwell.co.uk first appeared online, and whether it can receive email
  • What kind of line 01224 587024 is
  • Who else gives the postcode AB25 1XQ
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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.
  • Advise on or arrange mortgages · Arrange equity release FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • 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 (15 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on a home reversion plan
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) a home reversion plan
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to a home reversion plan
  • Making arrangements with a view to regulated mortgage contracts
  • 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 status
Active
Company type
Private limited company
Incorporated
10 May 2017 (9 years old)
Registered office
57 Colthill Circle, Milltimber, AB13 0EH, Scotland
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
David Caie Director Mar 1976 18 Sep 2026 1 other company

Other companies run by its director

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 company
1
still active
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
  • All 3 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 May 2025Micro-entity accountsNot audited

Net assets

£381k

−1.5% from £387k

Employees (average)

4

Same as 4

Owed within a year

£16.9k

−11% from £18.9k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • 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 SC565531. 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

JP Maxwell Financial Management’s history from the FCA register and Companies House, newest first.

2026

18 September 2026

  • Board replaced: both directors left and a new director took over
  • Simon William McCrudden gave up control
  • Veritas Financial Management Ltd took control (75–100% of shares)

Companies House

2017

11 September 2017

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

10 May 2017

  • Incorporated at Companies House
  • Simon William McCrudden took control (75–100% of shares)

Companies House

In the full report: all 14 events

  • All 14 events in its history (7 shown here)
  • Every director appointment and resignation: 5
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Firms like JP Maxwell Financial Management

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

In Aberdeen

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 JP Maxwell Financial Management

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

  • 1 other company its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 14 events in its history

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Frequently asked questions about this firm

Is JP Maxwell Financial Management Ltd FCA authorised?
Yes, JP Maxwell Financial Management Ltd (FRN 782133) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since September 2017 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is JP Maxwell Financial Management’s phone number and website?
The FCA register lists the phone number 01224 587024 and the website jpmaxwell.co.uk for JP Maxwell Financial Management. If you were given different contact details, use these to check with the firm before going any further.
Is JP Maxwell Financial Management a scam or clone?
JP Maxwell Financial 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 JP Maxwell Financial Management?
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 JP Maxwell Financial Management to the Financial Ombudsman Service, free of charge.
Who owns JP Maxwell Financial Management?
JP Maxwell Financial Management is owned by Veritas Financial Management Ltd, which holds 75–100% of shares and 75–100% of votes, since 18 September 2026. Before that, it was controlled by Mr Simon William McCrudden.
Who runs JP Maxwell Financial Management?
Companies House lists one director of JP Maxwell Financial Management: David Caie.
How long has JP Maxwell Financial Management been in business?
The company was formed on 10 May 2017, and has held its current FCA authorisation since September 2017.
What do JP Maxwell Financial Management’s latest accounts show?
Its latest accounts, to 31 May 2025, show net assets of £381k (−1.5% from £387k).

Sources and links

The full report on JP Maxwell Financial Management Ltd

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