Moncrieff Joly (Financial Services) LLP

Reference number: 462484

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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 moncrieffjoly.com first appeared online, and whether it can receive email
  • What kind of line 020 7866 2325 is
  • Who else gives the postcode W1S 1BN
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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 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 (9 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • 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
OC325155
Company status
Active
Company type
Limited liability partnership
Incorporated
3 January 2007 (19 years old)
Registered office
Matches the FCA register address ✓

Directors and company secretaries

Name Role Born Appointed Other companies
Catherine Joly LLP designated member Oct 1957 3 Jan 2007 1 other company
James Joly LLP designated member Nov 1948 3 Jan 2007 3 other companies

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 companies
3
closed down
1
run together
1

In the full report: all 3 companies, 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 1 company these 2 directors run together
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Key dates in its history

Moncrieff Joly (Financial Services)’s history from the FCA register and Companies House, newest first.

Key events (5) All events (9)

2016

6 April 2016

  • James Joly gained significant control

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2007

1 March 2007

  • Became authorised by the FCA

FCA register

12 January 2007

  • Regulated by the Financial Services Authority from this date

FCA register

3 January 2007

  • Incorporated at Companies House

Companies House

In the full report: all 9 events

  • All 9 events in its history (5 shown here)
  • Every director appointment and resignation: 2
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Firms like Moncrieff Joly (Financial Services)

Other firms of the same type (mortgage adviser or broker), nearest first.

In London

Saga Personal Finance LimitedLondonAuthorisedLegal & General Partnership Services LimitedLondonAuthorisedPrudential Distribution LimitedLondonAuthorisedQuilter Mortgage Planning LimitedLondonAuthorisedEnness LimitedLondonAuthorisedPivotal Financial LimitedLondonAuthorised

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 Moncrieff Joly (Financial Services)

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
  • 3 background checks on its contact details
  • All 9 events in its history

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Frequently asked questions about this firm

Is Moncrieff Joly (Financial Services) LLP FCA authorised?
Yes, Moncrieff Joly (Financial Services) LLP (FRN 462484) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since March 2007 and works as a mortgage adviser or broker. The FCA has placed no limits on its permissions.
What is Moncrieff Joly (Financial Services)’s phone number and website?
The FCA register lists the phone number 020 7866 2325 and the website moncrieffjoly.com for Moncrieff Joly (Financial Services). If you were given different contact details, use these to check with the firm before going any further.
Is Moncrieff Joly (Financial Services) a scam or clone?
Moncrieff Joly (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 Moncrieff Joly (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 Moncrieff Joly (Financial Services) to the Financial Ombudsman Service, free of charge.
Who owns Moncrieff Joly (Financial Services)?
Companies House lists one person with significant control of Moncrieff Joly (Financial Services): Mr James Joly (significant influence or control).
Who runs Moncrieff Joly (Financial Services)?
Companies House lists 2 directors of Moncrieff Joly (Financial Services): Catherine Joly and James Joly.
How long has Moncrieff Joly (Financial Services) been in business?
The company was formed on 3 January 2007, and has held its current FCA authorisation since March 2007.

Sources and links

The full report on Moncrieff Joly (Financial Services) LLP

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