Richard Jacobs Pension and Trustee Services Limited
aka Richard Jacobs Pension and Trustee Services Limited
About
Richard Jacobs Pension & Trustee Services Ltd We are a family-run business established in 1992. We aim to provide a friendly service that is right for you, offering straightforward help and advice. We are proud of the high level of service we provide and believe that we have the skills and expertise our clients need.
Source: jacobs-pensions.co.ukContact & Location
Address
13, Brindley Court, Lymedale Business Park, Dalewood Rd, Newcastle-under-Lyme ST5 9QA, UKMore advisers in Newcastle-under-LymeOpening Hours
Regulated Services
Regulatory Information
- FRN
- 153640
- Status
- Authorised
- Date Authorised
- 1 December 2001
- Years Authorised
- 24 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
FCA Permissions (6)
Show all permissionsHide permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 02706364
- Company Status
- Active
- Incorporation Date
- 13 April 1992
- Directors
- 3
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 May 2025
- SIC Codes
- 66220
Team (4)
Kate Barnard
ApprovedEmily Jayne Small
ApprovedCertifiedRichard David Jacobs
No longer requiredSean Hurst
No longer required
Google Reviews
2 reviews on Google
Read reviews on GoogleSourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.
Quick Facts
- Staffordshire, West Midlands
- 24 years FCA-authorised
- 6 registered individuals
- 4 specialisms
- 6 FCA permissions
- CH 02706364
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.