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| ION | Trading From | 18 Aug 2004 To | 15 Sept 2014 |
Why can you claim for compensation or redress against Berkeley Jacobs Financial Services Ltd
The Financial Services Compensation Scheme has declared Berkeley Jacobs Financial Services Ltd as failed as of 30/04/25.
This firm is no longer trading, so you may be able to make a claim against it.
Background
Companies House show the Company was incorporated on 28/10/92 and dissolved on 27/02/18.
According to the FCA Register the company has not been authorised since 13/01/16.
This company is associated with claims for pension transfer advice.
Who was involved?
The following is a list of individuals who are currently or were previously involved in regulated activities at Berkeley Jacobs Financial Services Ltd
How can we help?
We have helped thousands of customers on a no-win no-fee basis get the compensation and justice they deserve when making claim against regulated companies like Berkeley Jacobs Financial Services Ltd
How does it work?
The first step is a free no-obligation consultation, you can learn more about services on our making a claim page.
Once we have assessed your claim, if we believe you are due compensation then we will help you build the best possible complaint by launching a full investigation, gathering evidenced from all the relevant parties to package your claim and submit to the Financial Services Compensation Scheme. We will argue your case to ensure you receive the maximum amount of compensation available to you.
Seek Claim Advice Today
We offer an expert pension consulting service. One of our experts will be able to talk through your options and tell you what the best option for you is. If you do decide to use our services, then know that our fees are very reasonable. However, you need to act fast as there may be time-barring restrictions in place.
Call us now for a phone or video consultation with one of our legal experts on 0800 041 8358 to find out if you are entitled to compensation, you may even be entitled to additional compensation if you have successfully claimed in the past.
NB: Information for this page was gathered on 08/05/2025 from the following sources, FSCS Website, FCA Register, Companies House Register and is to our knowledge accurate as of that date.
Company background (public record)
The company was incorporated at Companies House on 28 October 1992 under company number 02759943. Its status at Companies House is recorded as dissolved.
Registered office: 1 Gresham Street, London, EC2V 7BX, England.
Previously named: BERKLEY JACOBS FINANCIAL SERVICES LIMITED.
Nature of business (SIC): 74909.
Company timeline (public record)
Key dated events for this firm, drawn from public records. Each entry shows its source.
| Date | Event | Source |
|---|---|---|
| 28 Oct 1992 | Company incorporated | Companies House |
| 28 Oct 1992 | Semken Limited appointed corporate-nominee-secretary | Companies House |
| 28 Oct 1992 | Lufmer Limited appointed corporate-nominee-director | Companies House |
| 06 Nov 1992 | Company renamed (previously BERKLEY JACOBS FINANCIAL SERVICES LIMITED) | Companies House |
| 13 Nov 1992 | Timothy David Moore appointed secretary | Companies House |
| 13 Nov 1992 | Semken Limited resigned as corporate-nominee-secretary | Companies House |
| 13 Nov 1992 | Andrew Richard Moore appointed director | Companies House |
| 13 Nov 1992 | Lufmer Limited resigned as corporate-nominee-director | Companies House |
| 03 Jun 1993 | Timothy David Moore resigned as secretary | Companies House |
| 03 Jun 1993 | Shaun Christopher Murphy appointed secretary | Companies House |
| 03 Jun 1993 | Paul Stephen Wheal appointed director | Companies House |
| 19 Oct 1993 | Paul Stephen Wheal resigned as director | Companies House |
| 12 Nov 1993 | Mary Teresa Friel appointed director | Companies House |
| 31 Oct 2005 | Paul Frederick Francis Gardner Bougaard resigned as director | Companies House |
| 17 May 2011 | Mark Alexander Bogard resigned as director | Companies House |
| 25 May 2011 | Richard Andrew Beale appointed director | Companies House |
| 14 Jan 2013 | James Mailor Wilson approved by the FCA at the firm | FCA Register |
| 07 Apr 2015 | Clifford Spencer Jones appointed secretary | Companies House |
| 07 Apr 2015 | John Anderson Scotland Watson resigned as secretary | Companies House |
| 07 Apr 2015 | Clifford Spencer Jones appointed director | Companies House |
| 07 Apr 2015 | John Anderson Scotland Watson resigned as director | Companies House |
| 13 Jan 2016 | FCA status recorded as: No longer authorised | FCA Register |
| 14 Dec 2016 | Mary Gangemi appointed director | Companies House |
| 31 Dec 2016 | Clifford Spencer Jones resigned as secretary | Companies House |
| 31 Dec 2016 | Clifford Spencer Jones resigned as director | Companies House |
| 01 Jan 2017 | Lisa Annette Rodriguez appointed secretary | Companies House |
| 27 Feb 2018 | Company dissolved | Companies House |
| 30 Apr 2025 | Declared in default by the FSCS | FSCS |
Focused on the firm’s early history and the events leading up to and following its failure. 52 routine entries from its active years are omitted.
Who was involved?
The following individuals are listed on public records in connection with the firm. These are matters of public record only and their inclusion does not imply any wrongdoing by any named person.
- James Mailor Wilson. Listed on the FCA Register as having held CF28 Systems and controls (14/01/2013 to 31/10/2014) at the firm.
- Andrew Richard Moore. Listed on the FCA Register as having held CF2 Non Executive Director (01/12/2001 to 27/02/2004) at the firm.
- Sharon Louise Hanner. Listed on the FCA Register as having held CF21 Investment Adviser (01/12/2001 to 11/02/2004) at the firm.
- Mark Alexander Bogard. Listed on the FCA Register as having held CF3 Chief Executive (11/08/2006 to 06/05/2011), CF1 Director (07/04/2005 to 06/05/2011), CF8 Apportionment and Oversight (11/11/2005 to 31/03/2009) at the firm.
- Heath Michael McFarland. Listed on the FCA Register as having held CF21 Investment Adviser (01/12/2001 to 29/05/2003) at the firm.
- Jamie Smith-Thompson. Listed on the FCA Register as having held CF21 Investment Adviser (01/07/2004 to 28/09/2004) at the firm.
- Timothy Derek Flippance. Listed on the FCA Register as having held CF21 Investment Adviser (04/06/2003 to 31/05/2005) at the firm.
- Thomas Ryan. Listed on the FCA Register as having held CF11 Money Laundering Reporting (21/04/2004 to 29/10/2004), CF10 Compliance Oversight (11/06/2004 to 29/10/2004) at the firm.
- John Anderson Scotland Watson. Listed on the FCA Register as having held CF1 Director (28/06/2002 to 07/04/2015) at the firm.
- Jonathan Edward Leighton Fry. Listed on the FCA Register as having held CF24 Pension Transfer Specialist (01/12/2001 to 23/03/2002), CF1 Director (01/12/2001 to 23/03/2002) at the firm.
Review page sources: FCA Register (FRN 158901) · Companies House (02759943) · FSCS. Public records, provided for transparency.
