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 14 years
- Protected through the principal
- No FCA actions
- Active company since 2012
- Accounts filed up to 31 March 2026
Responsible principal firm
Investacc Limited Reference number: 154918 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.
- JPC Financial Management Ltd (FRN 576849) is an AR of Investacc Limited (FRN 154918). When you use JPC Financial Management's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from JPC Financial 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
-
Address
Cairnville, Heads Nook, Brampton, Cumbria, CA8 9AA, United Kingdom
In the full report: 2 background checks
- What kind of line 01228 538988 is, and the 2 other firms that give it
- Who else gives the postcode CA8 9AA
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Investacc 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, 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
- 07972189 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 1 March 2012 (14 years old)
- Registered office
- Cairnville Main Road, Heads Nook, Brampton, Cumbria, CA8 9AA
- Nature of business
-
- Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Jonathan Paul Connell | Director | May 1973 | 1 Mar 2012 | 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
£3,215
+37% from £2,352
Employees (average)
1
Same as 1
Owed within a year
£4,526
+48% from £3,059
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
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 07972189. 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
JPC Financial Management’s history from the FCA register and Companies House, newest first.
2017
1 March 2017
- Jonathan Paul Connell took control (75–100% of shares)
Companies House
2012
8 March 2012
- Became an appointed representative
FCA register
1 March 2012
- Incorporated at Companies House
- Jonathan Paul Connell appointed as a director
Companies House
Director appointments and resignations, and trading names, appear under All events.
Firms connected to JPC Financial Management
Other FCA-listed firms that share a director, phone number or address with JPC Financial Management. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 2
- share its phone number
- 2
In the full report: all 2 connected firms, named
- How each is linked: the same phone number (2)
- Who links each one: the named directors, with dates
Firms like JPC Financial Management
Other firms of the same type (financial adviser), nearest first.
In Brampton
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 JPC Financial 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 4 events in its history
- 2 connected firms, named, and who links them
Instant PDF One-off payment Secure checkout by Stripe
Frequently asked questions about this firm
Is JPC Financial Management Ltd FCA authorised?
What does appointed representative mean for JPC Financial Management?
What is JPC Financial Management’s phone number?
Is JPC Financial Management a scam or clone?
Is my money safe with JPC Financial Management?
Who owns JPC Financial Management?
Who runs JPC Financial Management?
How long has JPC Financial Management been in business?
What do JPC Financial Management’s latest accounts show?
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