Richard Jacobs Pension and Trustee Services Limited

Reference number: 153640

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.

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)

Current directors and secretaries

Name Role Born Appointed
Richard David Jacobs Director Dec 1949 28 May 1992
Emily Jayne Small Director Nov 1976 27 Jul 2009
Kate Barnard Director Jan 1975 1 Oct 2014
Kate Barnard Secretary Not published 1 Oct 2015

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.

    Check your FSCS cover →

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

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.

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 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.
Is my money safe with Richard Jacobs Pension and Trustee Services?
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.
Is Richard Jacobs Pension and Trustee Services a scam or clone?
Richard Jacobs Pension and Trustee Services 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 Richard Jacobs Pension and Trustee Services's Firm Reference Number (FRN)?
Richard Jacobs Pension and Trustee Services's FRN is 153640. You can verify it on the FCA register.