Jpb Financial Planning Limited

Reference number: 720238

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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 jpbfinancialplanning.co.uk first appeared online, and whether it can receive email
  • What kind of line 01625 613940 is
  • Who else gives the postcode SK10 1EB
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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.
  • 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 (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Debt-counselling
  • 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
09703725
Company status
Active
Company type
Private limited company
Incorporated
27 July 2015 (11 years old)
Registered office
11 Market Place, Macclesfield, Cheshire, SK10 1EB, England
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name Role Born Appointed Other companies
William Beighton Director Apr 1980 1 Sep 2015 None
Philip Huw Jones Director Jun 1980 1 Sep 2015 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
  • All 4 people who have been directors, with their dates
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Filed accounts and finances

Year to 31 December 2025Full accountsNot audited

Net assets

£135k

No earlier figure to compare

Cash at bank

£340k

−13% from £393k

Owed within a year

£225k

+7.6% from £210k

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 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.

Accounts filed at Companies House for company 09703725. 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

Jpb Financial Planning’s history from the FCA register and Companies House, newest first.

Key events (10) All events (18)

2025

21 March 2025

  • Lee Pimblott stopped being a part-owner
  • Philip Huw Jones stopped being a part-owner
  • Pw Merlin Limited took control (75–100% of shares)
  • William Beighton stopped being a part-owner

Companies House

2016

6 April 2016

  • Lee Pimblott became a part-owner (25–50% of shares)
  • Philip Huw Jones became a part-owner (25–50% of shares)
  • William Beighton became a part-owner (25–50% of shares)

Companies House

7 March 2016

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

FCA register

2015

27 July 2015

  • Incorporated at Companies House

Companies House

In the full report: all 18 events

  • All 18 events in its history (10 shown here)
  • Every director appointment and resignation: 6
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Firms like Jpb Financial Planning

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

In Macclesfield

Build Financial Plan LtdMacclesfieldAuthorisedConsilium Financial Services LimitedMacclesfieldAuthorisedKey Wealth Management LtdMacclesfieldAuthorisedAndrew BedfordMacclesfieldAppointed representativeBonham Financial Planners LLPMacclesfieldAppointed representativeCaps Financial LimitedMacclesfieldAppointed 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 Jpb Financial Planning

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
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 18 events in its history

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Frequently asked questions about this firm

Is Jpb Financial Planning Limited FCA authorised?
Yes, Jpb Financial Planning Limited (FRN 720238) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since March 2016 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Jpb Financial Planning’s phone number and website?
The FCA register lists the phone number 01625 613940 and the website jpbfinancialplanning.co.uk for Jpb Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Jpb Financial Planning a scam or clone?
Jpb Financial Planning 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 Jpb Financial Planning?
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 Jpb Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns Jpb Financial Planning?
Jpb Financial Planning is owned by Pw Merlin Limited, which holds 75–100% of shares and 75–100% of votes, since 21 March 2025. Before that, it was controlled by Mr William Beighton, Ms Lee Pimblott and Mr Philip Huw Jones.
Who runs Jpb Financial Planning?
Companies House lists 2 directors of Jpb Financial Planning: William Beighton and Philip Huw Jones.
How long has Jpb Financial Planning been in business?
The company was formed on 27 July 2015, and has held its current FCA authorisation since March 2016.
What do Jpb Financial Planning’s latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £135k (no earlier figure to compare) and cash at bank of £340k (−13% from £393k).

Sources and links

The full report on Jpb Financial Planning Limited

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