MJC Financial Planning Limited

Reference number: 528810

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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.

In the full report: 3 background checks

  • When mjcfp.co.uk first appeared online, and whether it can receive email
  • What kind of line 01823 663174 is
  • Who else gives the postcode TA21 8NS
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Other names (1)

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

  • MJC Employee Benefits Former trading name

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 (16 permissions)
  • Acting as a CBTL advisor
  • Advising on a home reversion plan
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • 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
  • Credit Broking
  • Debt Adjusting
  • 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
  • Providing Credit Information Services

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
04490937
Company status
Active
Company type
Private limited company
Incorporated
22 July 2002 (24 years old)
Registered office
22 South Street, Wellington, Somerset, TA21 8NS, England
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name Role Born Appointed Other companies
Ian Jolley Director Sep 1975 26 Jul 2004 None
Nicola Mary Jolley Secretary Not published 1 Jun 2019 –

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
  • All 6 people who have been directors, with their dates
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Filed accounts and finances

Year to 31 July 2026Full accountsNot audited

Total equity

£60.7k

+12% from £54.1k

Cash at bank

£20.0k

−9.9% from £22.2k

Owed within a year

£24.8k

+2.2% from £24.3k

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
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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.

Accounts filed at Companies House for company 04490937. 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

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

Key events (9) All events (23)

2021

22 July 2021

  • Ian Jolley became the majority owner (50–75% of shares)
  • Ian Jolley no longer has significant control

Companies House

2020

22 July 2020

  • Ian Jolley gained significant control
  • Michael John Crew no longer has significant control

Companies House

2016

30 June 2016

  • Michael John Crew gained significant control

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2011

4 January 2011

  • Became authorised by the FCA

FCA register

2010

10 November 2010

  • Regulated by the Financial Services Authority from this date

FCA register

2002

22 July 2002

  • Incorporated at Companies House

Companies House

In the full report: all 23 events

  • All 23 events in its history (9 shown here)
  • Every director appointment and resignation: 9
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Firms like MJC Financial Planning

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

In Wellington

Chetwood Wealth Management LtdWellingtonAuthorisedGeneration Wealth LtdWellingtonAuthorisedThomas Penn Partnership LtdWellingtonAuthorisedChetwood Private Wealth LimitedWellingtonAppointed representativeMichael Milne Wealth Management LtdWellingtonAppointed representativeNuttall Wealth Management LtdWellingtonAppointed 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 MJC Financial Planning

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
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 23 events in its history

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Frequently asked questions about this firm

Is MJC Financial Planning Limited FCA authorised?
Yes, MJC Financial Planning Limited (FRN 528810) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2011 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is MJC Financial Planning’s phone number and website?
The FCA register lists the phone number 01823 663174 and the website mjcfp.co.uk for MJC Financial Planning. If you were given different contact details, use these to check with the firm before going any further.
Is MJC Financial Planning a scam or clone?
MJC 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 MJC 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 MJC Financial Planning to the Financial Ombudsman Service, free of charge.
Who owns MJC Financial Planning?
Companies House lists one person with significant control of MJC Financial Planning: Mr Ian Jolley (50–75% of shares). Before that, it was controlled by Mr Michael John Crew.
Who runs MJC Financial Planning?
Companies House lists one director of MJC Financial Planning: Ian Jolley.
How long has MJC Financial Planning been in business?
The company was formed on 22 July 2002, and has held its current FCA authorisation since January 2011.
What do MJC Financial Planning’s latest accounts show?
Its latest accounts, to 31 July 2026, show total equity of £60.7k (+12% from £54.1k) and cash at bank of £20.0k (−9.9% from £22.2k).
Does MJC Financial Planning use any other names?
It has previously used the name MJC Employee Benefits.

Sources and links

The full report on MJC Financial Planning Limited

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