Richard Jacobs Pension and Trustee Services Limited

Reference number: 153640

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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 jacobs-pensions.co.uk first appeared online, and whether it can receive email
  • What kind of line 01782 557800 is
  • Who else gives the postcode ST5 9QA
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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.
  • 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 (5 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
  • 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
02706364
Company status
Active
Company type
Private limited company
Incorporated
13 April 1992 (34 years old)
Registered office
13 Brindley Court, Lymedale Business Court, Dalewood Road, Newcastle Under Lyme, Staffordshire, ST5 9QA
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name Role Born Appointed Other companies
Richard David Jacobs Director Dec 1949 28 May 1992 3 other companies
Emily Jayne Small Director Nov 1976 27 Jul 2009 None
Kate Barnard Director Jan 1975 1 Oct 2014 3 other companies
Kate Barnard Secretary Not published 1 Oct 2015 –

Other companies run by these 3 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
5
closed down
1
run together
1

In the full report: all 5 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 1 company these 3 directors run together
  • All 6 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 May 2026Small company accountsNot audited

Net assets

£249k

+8.6% from £229k

Cash at bank

£210k

−10% from £234k

Employees (average)

11

Same as 11

Owed within a year

£76.9k

No earlier figure to compare

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 02706364. 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

This firm’s history from the FCA register and Companies House, newest first.

Key events (7) All events (16)

2024

6 November 2024

  • Emily Jayne Small became a part-owner (25–50% of shares)

Companies House

2016

6 April 2016

  • Richard David Jacobs became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2001

1 December 2001

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

FCA register

1994

1 August 1994

  • Regulated by the Personal Investment Authority from this date

FCA register

1992

13 April 1992

  • Incorporated at Companies House

Companies House

In the full report: all 16 events

  • All 16 events in its history (7 shown here)
  • Every director appointment and resignation: 5
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Connected firms

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

connected firms
3
share its postcode
3

In the full report: all 3 connected firms, named

  • How each is linked: the same postcode (3)
  • Who links each one: the named directors, with dates
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Similar firms

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

In Newcastle

BRB Wealth Management LimitedNewcastleAuthorisedCharterhouse Financial LimitedNewcastleAuthorisedAbacus Wealth Management Group LimitedNewcastleAppointed representativeHattersley Financial Planning LtdNewcastleAppointed representativeMinerva Financial Solutions LimitedNewcastleAppointed representativeRichard Davenport + Jemma DavenportNewcastleAppointed 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 this firm

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

  • 5 other companies its directors have run, named
  • 3 background checks on its contact details
  • 8 years of accounts, charted
  • All 16 events in its history
  • 3 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Richard Jacobs Pension and Trustee Services Limited FCA authorised?
Yes, Richard Jacobs Pension and Trustee Services Limited (FRN 153640) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Richard Jacobs Pension and Trustee Services’ phone number and website?
The FCA register lists the phone number 01782 557800 and the website jacobs-pensions.co.uk for Richard Jacobs Pension and Trustee Services. If you were given different contact details, use these to check with the firm before going any further.
Is Richard Jacobs Pension and Trustee Services a scam or clone?
Richard Jacobs Pension and Trustee 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 Richard Jacobs Pension and Trustee 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 Richard Jacobs Pension and Trustee Services to the Financial Ombudsman Service, free of charge.
Who owns Richard Jacobs Pension and Trustee Services?
Companies House lists 2 people with significant control of Richard Jacobs Pension and Trustee Services: Mrs Emily Jayne Small (25–50% of shares) and Mr Richard David Jacobs (25–50% of shares).
Who runs Richard Jacobs Pension and Trustee Services?
Companies House lists 3 directors of Richard Jacobs Pension and Trustee Services: Richard David Jacobs, Emily Jayne Small and Kate Barnard.
How long has Richard Jacobs Pension and Trustee Services been in business?
The company was formed on 13 April 1992, and has held its current FCA authorisation since December 2001.
What do Richard Jacobs Pension and Trustee Services’ latest accounts show?
Its latest accounts, to 31 May 2026, show net assets of £249k (+8.6% from £229k) and cash at bank of £210k (−10% from £234k).

Sources and links

The full report on Richard Jacobs Pension and Trustee Services Limited

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