Masterman Financial Services LTD

Reference number: 711846

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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.

  • No website on the FCA register

  • Phone number

    07736 914514

  • Address

    6 Briarlea, Hepscott, Morpeth, Northumberland, NE61 6PA, United Kingdom

In the full report: 2 background checks

  • What kind of line 07736 914514 is
  • Who else gives the postcode NE61 6PA
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Other names (1)

If you were contacted under any of these names, it is this firm.

  • Masterman & Billingham Financial Services Limited Former name: A name it was registered under before.

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 (7 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Credit Broking
  • 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 status
Active
Company type
Private limited company
Incorporated
16 September 2013 (13 years old)
Registered office
19 Station Street, Bedlington, Northumberland, NE22 7JN, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Leon Alan Masterman Director Mar 1972 23 Sep 2013 None
Jake David Masterman Director Jan 1999 1 Apr 2025 1 other company
Jake Masterman Secretary Not published 5 Apr 2023 –

Other companies run by these 2 directors

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 these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • All 4 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 September 2026Micro-entity accountsNot audited

Total equity

£253k

+17% from £217k

Employees (average)

2

Same as 2

Owed within a year

£48.7k

+29% from £37.7k

Assets and liabilities

In the full report: all 8 years of accounts

  • Every year from 2019 to 2026
  • 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 08691099. 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

Masterman Financial Services’s history from the FCA register and Companies House, newest first.

2025

1 April 2025

  • Jake David Masterman became a part-owner (25–50% of shares)

Companies House

2022

14 October 2022

  • Changed its registered name from "Masterman & Billingham Financial Services Limited"

FCA register

30 September 2022

  • Paul James Billingham stopped being a part-owner

Companies House

2016

6 April 2016

  • Leon Alan Masterman became the majority owner (50–75% of shares)
  • Paul James Billingham became a part-owner (25–50% of shares)

Companies House

4 January 2016

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

FCA register

2013

16 September 2013

  • Incorporated at Companies House

Companies House

In the full report: all 17 events

  • All 17 events in its history (8 shown here)
  • Every director appointment and resignation: 6
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Firms like Masterman Financial Services

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

In the Newcastle (NE) postcode area

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 Masterman Financial Services

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
  • 2 background checks on its contact details
  • 8 years of accounts, charted
  • All 17 events in its history

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Frequently asked questions about this firm

Is Masterman Financial Services LTD FCA authorised?
Yes, Masterman Financial Services LTD (FRN 711846) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2016 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Masterman Financial Services’ phone number?
The FCA register lists the phone number 07736 914514 for Masterman Financial Services. If you were given different contact details, use these to check with the firm before going any further.
Is Masterman Financial Services a scam or clone?
Masterman Financial Services 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 Masterman Financial Services?
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 Masterman Financial Services to the Financial Ombudsman Service, free of charge.
Who owns Masterman Financial Services?
Companies House lists 2 people with significant control of Masterman Financial Services: Mr Leon Alan Masterman (50–75% of shares) and Mr Jake David Masterman (25–50% of shares). Before that, it was controlled by Mr Paul James Billingham.
Who runs Masterman Financial Services?
Companies House lists 2 directors of Masterman Financial Services: Leon Alan Masterman and Jake David Masterman.
How long has Masterman Financial Services been in business?
The company was formed on 16 September 2013, and has held its current FCA authorisation since January 2016.
What do Masterman Financial Services’ latest accounts show?
Its latest accounts, to 30 September 2026, show total equity of £253k (+17% from £217k).
Does Masterman Financial Services use any other names?
It has previously used the name Masterman & Billingham Financial Services Limited.

Sources and links

The full report on Masterman Financial Services LTD

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