Jrg Financial Planning Ltd: FCA regulated?

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Authorised for 8 years
Your funds are protected by FSCS
No FCA actions
Active company since 2017
Accounts filed up to 31 March 2025

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

028 9048 7615
Address

329 Woodstock Road, Belfast, County Antrim, BT6 8PT, United Kingdom

In the full report: 2 background checks

What kind of line 028 9048 7615 is
Who else gives the postcode BT6 8PT

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 (13 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 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
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 number: NI649835 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 14 December 2017 (8 years old)
Registered office: 331 Woodstock Road, Belfast, BT6 8PT, Northern Ireland
Nature of business: Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
John Robert Sydney Greer	Director	Mar 1962	14 Dec 2017	3 other companies

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 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 its director sits on each board, and since when
Any that went into liquidation or administration

Filed accounts and finances

Year to 31 March 2025Micro-entity accountsNot audited

Net assets

£326k

+24% from £262k

Employees (average)

2

Same as 2

Owed within a year

£27.5k

−56% from £62.7k

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

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 NI649835. 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

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

Key events (4) All events (7)

2018

2 July 2018

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

FCA register

2017

14 December 2017

Incorporated at Companies House
John Robert Sydney Greer took control (75–100% of shares)

Companies House

In the full report: all 7 events

All 7 events in its history (4 shown here)
Every director appointment and resignation: 1

Firms like Jrg Financial Planning

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

In Belfast

Pacem Financial Advisory LtdBelfastAuthorised

In the Belfast (BT) postcode area

B McKernan & Co. LtdDungannonAuthorised Clarke Financial Planning LtdColeraineAuthorised RHA Financial AssociatesDonaghadeeAuthorised Jamie StevensonCraigavonAppointed representative Milestone Financial LtdCraigavonAppointed 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 Jrg Financial Planning

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
2 background checks on its contact details
6 years of accounts, charted
All 7 events in its history

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Frequently asked questions about this firm

Is Jrg Financial Planning Ltd FCA authorised?

Yes, Jrg Financial Planning Ltd (FRN 806424) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since July 2018 and works as a pension transfer adviser. The FCA has placed no limits on its permissions.

What is Jrg Financial Planning’s phone number?

The FCA register lists the phone number 028 9048 7615 for Jrg Financial Planning. If you were given different contact details, use these to check with the firm before going any further.

Is Jrg Financial Planning a scam or clone?

Jrg 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 Jrg 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 Jrg Financial Planning to the Financial Ombudsman Service, free of charge.

Who owns Jrg Financial Planning?

Companies House lists one person with significant control of Jrg Financial Planning: Mr John Robert Sydney Greer (75–100% of shares).

Who runs Jrg Financial Planning?

Companies House lists one director of Jrg Financial Planning: John Robert Sydney Greer.

How long has Jrg Financial Planning been in business?

The company was formed on 14 December 2017, and has held its current FCA authorisation since July 2018.

What do Jrg Financial Planning’s latest accounts show?

Its latest accounts, to 31 March 2025, show net assets of £326k (+24% from £262k).