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.
Responsible principal firm
Openwork Limited Reference number: 408285 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.
- Martin Jones Financial Planning Consultants LLP (FRN 950431) is an AR of Openwork Limited (FRN 408285). When you use Martin Jones Financial Planning Consultants's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Martin Jones Financial Planning Consultants, 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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No website on the FCA register
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Phone number
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Address
8 Pitchers Hill, Wickhamford, Evesham, WR11 7RT, United Kingdom
In the full report: 2 background checks
- What kind of line 07790 036139 is
- Who else gives the postcode WR11 7RT
Other names (4)
If you were contacted under any of these names, it is this firm.
- CG Direct Financial Planning & Mortgages Trading name: A name it trades under now.
- Crystal Clear Financial Planning & Mortgages Trading name: A name it trades under now.
- Martin Jones Mortgages Trading name: A name it trades under now.
- Mid Wales Mortgages Trading name: A name it trades under now.
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Openwork 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
- OC434538 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Limited liability partnership
- Incorporated
- 3 December 2020 (5 years old)
- Registered office
- 8 Pitchers Hill, Wickhamford, Evesham, Worcester, WR11 7RT, United Kingdom
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Stephen Martin Jones | LLP designated member | Mar 1957 | 3 Dec 2020 | None |
| Francis Meadows | LLP designated member | Dec 1971 | 3 Dec 2020 | None |
| Helen Margaret Meadows | LLP member | Aug 1971 | 3 Dec 2020 | None |
In the full report: every company its directors have run
- Confirmation that these 3 directors run no other company
Key dates in its history
This firm’s history from the FCA register and Companies House, newest first.
2021
5 May 2021
- Became an appointed representative
FCA register
2020
3 December 2020
- Incorporated at Companies House
- Francis Meadows became a part-owner (25–50% of shares)
- Stephen Martin Jones became a part-owner (25–50% of shares)
Companies House
In the full report: all 11 events
- All 11 events in its history (4 shown here)
- Every director appointment and resignation: 3
Similar firms
Other firms of the same type (financial adviser), nearest first.
In the Worcester (WR) postcode area
Abacus Research LLPMalvernAppointed representativeAdrian YatesWorcesterAppointed representativeBlue Sky Finance LimitedPershoreAppointed representativeFeldon Wealth Management LimitedWorcesterAppointed representativeFerrier Financial Planning LimitedTenbury WellsAppointed representativeFresh Approach Financial Planning LimitedMalvernAppointed 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 this firm
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- Every company its directors have run, named
- 2 background checks on its contact details
- All 11 events in its history
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Frequently asked questions about this firm
Is Martin Jones Financial Planning Consultants LLP FCA authorised?
Martin Jones Financial Planning Consultants LLP (FRN 950431) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Martin Jones Financial Planning Consultants?
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. Martin Jones Financial Planning Consultants LLP (FRN 950431) is an AR of Openwork Limited (FRN 408285). When you use Martin Jones Financial Planning Consultants's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Martin Jones Financial Planning Consultants, 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.
What is Martin Jones Financial Planning Consultants’ phone number?
The FCA register lists the phone number 07790 036139 for Martin Jones Financial Planning Consultants. If you were given different contact details, use these to check with the firm before going any further.
Is Martin Jones Financial Planning Consultants a scam or clone?
Martin Jones Financial Planning Consultants 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 Martin Jones Financial Planning Consultants?
Protection works through Openwork Limited, the principal firm responsible for Martin Jones Financial Planning Consultants's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Martin Jones Financial Planning Consultants?
Companies House lists 2 people with significant control of Martin Jones Financial Planning Consultants: Mr Francis Meadows (25–50% of votes) and Mr Stephen Martin Jones (25–50% of votes).
Who runs Martin Jones Financial Planning Consultants?
Companies House lists 3 directors of Martin Jones Financial Planning Consultants: Stephen Martin Jones, Francis Meadows and Helen Margaret Meadows.
How long has Martin Jones Financial Planning Consultants been in business?
The company was formed on 3 December 2020.
Does Martin Jones Financial Planning Consultants use any other names?
It trades as CG Direct Financial Planning & Mortgages, Crystal Clear Financial Planning & Mortgages, Martin Jones Mortgages and Mid Wales Mortgages.
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