Jerroms Financial Planning LTD

Reference number: 300784

Instant download

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Identity

Check their details

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.

Company details

From the company's Companies House record.

Concerns on the company record

  • Accounts are overdue at Companies House.
Company number
04710626
Company status
Active
Company type
Private limited company
Incorporated
25 March 2003 (23 years old)
Registered office
Lumaneri House Blythe Gate, Blythe Valley Park, Solihull, West Midlands, B90 8AD, United Kingdom
Nature of business
  • Other business support service activities not elsewhere classified (SIC 82990)

Current directors and secretaries

Name Role Born Appointed
Richard Alan Horton Director Jan 1970 3 Nov 2011
Lucas Constantinos Markou Director Jan 1976 3 Nov 2011
Mark James Eden Director Aug 1963 3 Nov 2011
Gordon Kevin Symes Director Sep 1959 16 Jun 2014

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • 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.

Check your FSCS cover →

Show FCA detail (8 permissions)
  • Acting as a CBTL advisor
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to transactions in investments
  • Providing Credit Information Services

Limits on what they may do

  • No actions to stabilise market price
    The firm must not act in any way to stabilise the market price of any investment.
  • No speculative foreign exchange dealings.
    The firm must not undertake a permitted activity in respect of speculative foreign exchange dealings.
  • No CORPORATE FIN. BUSINESS unless non-mainstream
    The firm must not carry on any CORPORATE FINANCE BUSINESS that is a REGULATED ACTIVITY unless it is a NON-MAINSTREAM REGULATED ACTIVITY.
  • Not to hold or control client assets
    The firm must not hold or control client assets.
  • Not to act as Broker Fund Adviser
    The firm must not operate as a BROKER FUND ADVISER

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Previously registered as

The FCA register holds 2 earlier registered names for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Mortgages Together Limited
  • Planning Together Limited

Names it no longer trades under

This firm has retired 2 trading names. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired names
  • Mortgages Together
  • Planning Together

Download this page as a PDF report

£5 for a clean, timestamped copy you can keep, file or send on. It also helps keep the site free to use and free of ads.

Instant download

Common questions

Frequently asked questions

Is Jerroms Financial Planning LTD FCA authorised?
Yes, Jerroms Financial Planning LTD (FRN 300784) is authorised by the FCA to carry out regulated activities.
Is my money safe with Jerroms Financial Planning?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Jerroms Financial Planning to the Financial Ombudsman Service, free of charge.
Is Jerroms Financial Planning a scam or clone?
Jerroms Financial Planning is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Jerroms Financial Planning's Firm Reference Number (FRN)?
Jerroms Financial Planning's FRN is 300784. You can verify it on the FCA register.