Financial AdviserProfile

Ellis James Financial Ltd

Public-record profile
Homelea, The Common, Patchway, Bristol, BS34 6AS
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Profile data from public records and claimed profile updates where available

Not fully verified by VerifiedAdvisers: This profile has been generated from public records. The firm has not yet claimed this page, so we have not completed all member verification checks. Public records can be incomplete or change over time.

Ellis James Financial Ltd is listed as a FCA appointed representative in the BS34 6AS area. Registered at Companies House in 2021. FCA records list The Right Mortgage Limited as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2021
Type
FCA appointed representative
Company No.
13367133
SIC
64922
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

The Right Mortgage Limited, FRN 649443 (Full)

Companies House

ELLIS JAMES FINANCIAL LTD is active and was incorporated on 29 April 2021.

Nature of business: 64922 - Activities of mortgage finance companies, 66220 - Activities of insurance agents and brokers

Registered office: Homelea The Common, Patchway, Bristol, BS34 6AS, England

Authorisations

FCAactive
Reference: 953976
Type: FCA appointed representative
Company no.: 13367133
Verified:
View public register

Company Snapshot

Industry
64922
Data Freshness
Stale (> 1 year)
Accounts last made up to
30 April 2025
Accounts next due
31 January 2027
Accounts type
Total Exemption Full
Employees
1
Equity
£100
Cash
£38,080
Fixed assets
£709
Current assets
£41,385
Net current assets/liabilities
£32,090
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

COGHLAN, James Henry
Appointed 29 April 2021
DOB: 4/1969

Persons with significant control

Mr James Henry Coghlan
Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent
DOB: 4/1969

Recent Filings

7 May 2026
CS01
confirmation statement with no updates
19 December 2025
AA
accounts with accounts type total exemption full
7 May 2025
CS01
confirmation statement with no updates
21 October 2024
AA
accounts with accounts type total exemption full
29 April 2024
CS01
confirmation statement with no updates
17 August 2023
AA
accounts with accounts type total exemption full

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Location

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ℹ️ Public Records: This profile has been generated from official public records. The adviser has not yet claimed or verified these details.