Philip James Financial Services Ltd.

Reference number: 531018

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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, 1 thing worth a closer look

  • When pjamesifa.com first appeared online, and whether it can receive email
  • What kind of line 01993 824680 is
  • Who else gives the postcode OX18 4DE
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Other names (2)

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

  • Philip James Independent Financial Advice Trading name: A name it trades under now.
  • Philip James 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.
  • 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 (15 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL Advisor
  • Acting as a CBTL arranger
  • Acting as a CBTL Arranger
  • 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) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Dealing in investments as agent
  • Debt-counselling
  • 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 status
Active
Company type
Private limited company
Incorporated
10 August 2010 (16 years old)
Registered office
Lark Rise Beech Grove, Fulbrook, Burford, OX18 4DE
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Philip James Hanley Director Mar 1957 10 Aug 2010 2 other companies
Amanda Jane Hanley Secretary Not published 10 Aug 2010 –

Other companies run by its director

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
2
still active
2

In the full report: all 2 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
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Filed accounts and finances

Year to 31 August 2020Full accountsNot audited

Net assets

£97.9k

+11% from £87.9k

Cash at bank

£106k

No earlier figure to compare

Employees (average)

5

No earlier figure to compare

Owed within a year

£48.8k

+50% from £32.5k

Assets and liabilities

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 07341976. 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

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

2022

10 February 2022

  • Changed its registered name from "Philip James Financial Services Limited"

FCA register

2016

6 April 2016

  • Philip James Hanley took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2011

18 April 2011

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

2010

10 August 2010

  • Incorporated at Companies House

Companies House

In the full report: all 11 events

  • All 11 events in its history (6 shown here)
  • Every director appointment and resignation: 1
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Firms like Philip James Financial Services

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

In Burford

In the Oxford (OX) 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 Philip James Financial Services

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 2 other companies its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • All 11 events in its history

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Frequently asked questions about this firm

Is Philip James Financial Services Ltd. FCA authorised?
Yes, Philip James Financial Services Ltd. (FRN 531018) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since April 2011 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Philip James Financial Services’ phone number and website?
The FCA register lists the phone number 01993 824680 and the website pjamesifa.com for Philip James Financial Services. If you were given different contact details, use these to check with the firm before going any further.
Is Philip James Financial Services a scam or clone?
Philip James 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 Philip James 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 Philip James Financial Services to the Financial Ombudsman Service, free of charge.
Who owns Philip James Financial Services?
Companies House lists one person with significant control of Philip James Financial Services: Mr Philip James Hanley (75–100% of shares).
Who runs Philip James Financial Services?
Companies House lists one director of Philip James Financial Services: Philip James Hanley.
How long has Philip James Financial Services been in business?
The company was formed on 10 August 2010, and has held its current FCA authorisation since April 2011.
What do Philip James Financial Services’ latest accounts show?
Its latest accounts, to 31 August 2020, show net assets of £97.9k (+11% from £87.9k) and cash at bank of £106k (no earlier figure to compare).
Does Philip James Financial Services use any other names?
It trades as Philip James Independent Financial Advice. It has previously used the name Philip James Financial Services Limited.

Sources and links

The full report on Philip James Financial Services Ltd.

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