Milestone JV LLP

Reference number: 750108

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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

Milestone FP Ltd Reference number: 779397 Authorised 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.
  • Milestone JV LLP (FRN 750108) is an AR of Milestone FP Ltd (FRN 779397). When you use Milestone JV's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Milestone JV, 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.

In the full report: 3 background checks

  • When milestonefp.co.uk first appeared online, and whether it can receive email
  • What kind of line 01246 903053 is, and the other firm that gives it
  • Who else gives the postcode S41 8NL
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Other names (7)

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

  • BRM Financial Planning Trading name
  • Hebblethwaite Financial Planning Trading name
  • LFBB Financial Services Trading name
  • Mitchells Financial Planning Trading name
  • Mitchells Financial Services Trading name
  • Start JV LLP Former name
  • MGRW Financial Services Former trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Milestone FP Ltd, 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, free
    You 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
OC412200
Company status
Active
Company type
Limited liability partnership
Incorporated
10 June 2016 (10 years old)
Registered office
91/97 Saltergate, Chesterfield, Derbyshire, S40 1LA, United Kingdom

Directors and company secretaries

Name Role Born Appointed Other companies
MILESTONE CONCIERGE SERVICES LIMITED Corporate LLP designated member Not published 10 Jun 2016 1 other company
MILESTONE FP LIMITED Corporate LLP designated member Not published 10 Jun 2016 1 other company

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
closed down
1
is FCA-registered
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
  • The one on the FCA register, including one no longer authorised
  • The 1 company these 2 directors run together
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Filed accounts and finances

Year to 31 March 2026Micro-entity accountsNot audited

Employees (average)

0

Same as 0

In the full report: all 7 years of accounts

  • Every year from 2020 to 2026
  • 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 OC412200. Figures are exactly as filed; nothing is estimated.

Key dates in its history

Milestone JV’s history from the FCA register and Companies House, newest first.

Key events (4) All events (11)

2019

14 July 2019

  • Milestone Concierge Services Limited gained significant control

Companies House

2018

8 August 2018

  • Changed its registered name from "Start JV LLP"

FCA register

2016

15 June 2016

  • Became an appointed representative

FCA register

10 June 2016

  • Incorporated at Companies House

Companies House

In the full report: all 11 events

  • All 11 events in its history (4 shown here)
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Firms connected to Milestone JV

Other FCA-listed firms that share a director, phone number or address with Milestone JV. A link shows who the firm is tied to, not whether either can be trusted.

connected firm
1
share its phone number
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same phone number (1), the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Milestone JV

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

In Chesterfield

Alison GregoryChesterfieldAppointed representativeBF Financial Planning LimitedChesterfieldAppointed representativeDavid CooperChesterfieldAppointed representativeEmma Foster Wealth Management LtdChesterfieldAppointed representativeKnight - Maley LtdChesterfieldAppointed representativeLisa Vaughan Financial Planning LtdChesterfieldAppointed 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 Milestone JV

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
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 11 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Milestone JV LLP FCA authorised?
Milestone JV LLP (FRN 750108) 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 Milestone JV?
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. Milestone JV LLP (FRN 750108) is an AR of Milestone FP Ltd (FRN 779397). When you use Milestone JV's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Milestone JV, 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 Milestone JV’s phone number and website?
The FCA register lists the phone number 01246 903053 and the website milestonefp.co.uk for Milestone JV. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm.
Is Milestone JV a scam or clone?
Milestone JV 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 Milestone JV?
Protection works through Milestone FP Ltd, the principal firm responsible for Milestone JV's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Milestone JV?
Companies House lists one person with significant control of Milestone JV: Milestone Concierge Services Limited (significant influence or control).
Who runs Milestone JV?
Companies House lists 2 directors of Milestone JV: Milestone Concierge Services Limited and Milestone Fp Limited.
How long has Milestone JV been in business?
The company was formed on 10 June 2016.
What do Milestone JV’s latest accounts show?
Does Milestone JV use any other names?
It trades as BRM Financial Planning, Hebblethwaite Financial Planning, LFBB Financial Services, Mitchells Financial Planning and Mitchells Financial Services. It has previously used 2 other names: Start JV LLP and MGRW Financial Services.

Sources and links

The full report on Milestone JV LLP

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