Tara Financial Services Ltd: FCA regulated?

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.

Appointed for 36 years
Protected through the principal
No FCA actions
Active company since 1986
Accounts filed up to 31 December 2025

Responsible principal firm

2 Plan Wealth Management Limited Reference number: 461598 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.
Tara Financial Services Ltd (FRN 118005) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Tara Financial Services's services, the FCA authorisation sits with the principal firm.
Example: if you take financial advice from Tara Financial Services, 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.

Website

tarafinancial.co.uk (opens in a new tab)
Phone number

0118 979 6002
Address

Albany House, 14 Shute End, Wokingham, Berkshire, RG40 1BJ, United Kingdom

In the full report: 3 background checks

When tarafinancial.co.uk first appeared online, and whether it can receive email
What kind of line 0118 979 6002 is
Who else gives the postcode RG40 1BJ

FCA permissions and consumer protection

Protection through the principal firm
Protection works through 2 Plan Wealth Management Limited, 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: 02074198 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 14 November 1986 (39 years old)
Registered office: Albany House, Shute End, Wokingham, Berkshire, RG40 1BJ, England
Nature of business: Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Peter Eric Jessop	Director	Nov 1963	1 Jun 2000	1 other company
Julia Anne Jessop	Secretary	Not published	30 Jun 2001	–

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 company: 1
still active: 1

In the full report: all 1 company, 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
All 4 people who have ever been directors, with their dates

Filed accounts and finances

Year to 31 December 2025Small company accountsNot audited

Net assets

£14.2k

−28% from £19.9k

Cash at bank

£6,281

−56% from £14.4k

Employees (average)

3

Same as 3

Assets and liabilities

In the full report: all 7 years of accounts

Every year from 2019 to 2025
The chart, over every year
Every filed figure, year by year

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 02074198. 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

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

Key events (4) All events (9)

2016

6 April 2016

Axent Investments Ltd took control (75–100% of shares)
Peter Eric Jessop gained significant control

Companies House

1989

3 November 1989

Became an appointed representative

FCA register

1986

14 November 1986

Incorporated at Companies House

Companies House

In the full report: all 9 events

All 9 events in its history (4 shown here)
Every director appointment and resignation: 5

Firms connected to Tara Financial Services

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

connected firms: 4
share its postcode: 4

In the full report: all 4 connected firms, named

How each is linked: the same postcode (4)
Who links each one: the named directors, with dates

Firms like Tara Financial Services

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

In Wokingham

Melanie Curtis Accountants LtdWokinghamAppointed representative Michael Hardy E.R. Services LimitedWokinghamAppointed representative Simpson Financial Planning LtdWokinghamAppointed representative Trident Financial Planning LimitedWokinghamAppointed representative Berkshire IFA LimitedWokinghamAuthorised Bluesky Financial Planners LimitedWokinghamAuthorised

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 Tara Financial Services

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 9 events in its history
4 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Tara Financial Services Ltd FCA authorised?

Tara Financial Services Ltd (FRN 118005) 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 Tara Financial Services?

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. Tara Financial Services Ltd (FRN 118005) is an AR of 2 Plan Wealth Management Limited (FRN 461598). When you use Tara Financial Services's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Tara Financial Services, 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 Tara Financial Services’ phone number and website?

The FCA register lists the phone number 0118 979 6002 and the website tarafinancial.co.uk for Tara Financial Services. If you were given different contact details, use these to check with the firm before going any further.

Is Tara Financial Services a scam or clone?

Tara 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 Tara Financial Services?

Protection works through 2 Plan Wealth Management Limited, the principal firm responsible for Tara Financial Services's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.

Who owns Tara Financial Services?

Tara Financial Services is owned by Axent Investments Ltd, which holds 75–100% of shares, 75–100% of votes, can appoint and remove the board, significant influence or control and held through a firm, since 6 April 2016.

Who runs Tara Financial Services?

Companies House lists one director of Tara Financial Services: Peter Eric Jessop.

How long has Tara Financial Services been in business?

The company was formed on 14 November 1986.

What do Tara Financial Services’ latest accounts show?

Its latest accounts, to 31 December 2025, show net assets of £14.2k (−28% from £19.9k) and cash at bank of £6,281 (−56% from £14.4k).