What Jarvis Securities plc does

Jarvis Securities plc is an AIM-listed UK financial services holding company (ticker: JIM) that, through its FCA-regulated subsidiary Jarvis Investment Management Ltd, historically provided execution-only retail stockbroking services — nominee, certificated and ISA accounts — to individual investors via multiple stockbroking brands. Alongside retail services, Jarvis ran a B2B outsourced financial administration arm providing settlement, execution, custody and ISA plan administration to regulated investment firms described as 'some of the world's best known financial names'. Revenue is generated through transaction fees on retail trading, managed-service fees on commercial outsourcing mandates, and recurring participation in the company's own Dividend Reinvestment Plan. The firm operates from a single office at 78 Mount Ephraim, Royal Tunbridge Wells, with technology infrastructure supporting conventional FCA-regulated broking and back-office workflows; no proprietary platforms, AI capabilities, or APIs are disclosed.

The company was founded in 1984 by Andrew J Grant and is incorporated in England & Wales. Following completion of the sale of the Retail Execution-only Brokerage Business in July 2025 and the ongoing wind-down of Jarvis Investment Management Ltd, the operating footprint is contracting; a proposed disposal of the head office leasehold interest was announced in May 2026. Governance is concentrated: Andrew J Grant serves as CEO and Chairman, with Stephen Middleton and Paul Shackleton as Non-Executive Directors. Ownership is highly concentrated, with the Grant Family Concert Party controlling 52.69% of issued share capital (Andrew Grant 40.71% directly), making the group subject to the UK City Code on Takeovers and Mergers. The largest independent shareholder is Southey Capital Ltd at 9.86%, and 52.73% of shares are not in public hands.

Commercial activity is documented through professional advisors — Zeus Capital (Broker and Nomad), Crowe LLP (Statutory Auditors), Squires Patton Boggs (Solicitors), NatWest (Bankers) and Share Registrars Ltd (Registrar) — and through regulatory news service announcements covering dividends, board changes and shareholder notifications. Investor relations are handled through a dedicated investor website, a dedicated investor email ([email protected]), and annual general meetings with informal shareholder engagement sessions.

Name

Jarvis Securities plc

Legal name

Jarvis Securities plc

Website

https://jarvissecurities.co.uk

Company type

Public

Founded year

1984

Operating status

Operating

Short description

Jarvis Securities plc is an AIM-listed UK holding company providing execution-only retail stockbroking and outsourced financial administration (settlement, execution, ISA plans) to regulated investment firms, currently contracting following the July 2025 sale of its retail brokerage business and wind-down of its operating subsidiary.

Ownership category

akta.pro rank

Headquarters

HQ city

Tunbridge Wells

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Infrastructure, Others

Revenue model

1. Retail Stockbroking Services: Execution only stock broking service to retail clients providing nominee, certificated and ISA accounts. Revenue generated through transaction fees and account maintenance services.
2. Outsourced Financial Administration: Back-office settlement and custody services provided to regulated commercial clients including some of the world's best known financial names. Services include settlement, execution and ISA plans.
3. Dividend Reinvestment Plan (DRIP): The Company offers a Dividend Reinvestment Plan allowing shareholders to re-invest dividend payments to purchase additional shares. Facility provided by Jarvis Investment Management Ltd.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Jarvis Securities plc provides execution-only stockbroking services to retail individual investors through nominee, certificated and ISA accounts via multiple stockbroking brands. It also delivers outsourced financial administration services — including back-office settlement, execution, custody and ISA plan administration — to FCA-regulated investment firms, some of which are among the world's most recognised financial names. Operations are FCA-regulated and conducted principally in the United Kingdom.

Product overview

Jarvis Securities plc operates as a financial services company with a modular product architecture. Its core offerings center on execution-only stockbroking for retail clients and back-office settlement and custody services for regulated commercial clients, all provided through its FCA regulated subsidiary, Jarvis Investment Management Ltd (currently in wind-down). The product portfolio spans multiple account types including nominee accounts, certificated accounts, and ISA accounts for individual investors, along with ISA plan administration services offered to other investment firms. A Dividend Reinvestment Plan is also available allowing shareholders to reinvest dividends in additional shares. The company previously operated various retail stockbroking brands but has been divesting these businesses, as evidenced by the completed sale of its retail execution-only brokerage business in July 2025.

Differentiator

Problem solved

Functional benefit

Products and services

• Execution Only Stock Broking Service FCA-regulated execution-only stockbroking service allowing individual retail clients to buy and sell securities without receiving financial advice. Delivered via the group's retail stockbroking brands.
• Back-Office Settlement and Custody Service Back-office settlement and custody services for regulated commercial investment firms, handling trade settlement and the safekeeping of client assets.
• Nominee Accounts Nominee account services allowing individual investors to hold shares in the name of a nominee on their behalf.
• Certificated Accounts Account services supporting the holding of physical share certificates for individual retail investors.
• ISA Accounts Individual Savings Account services providing a tax-efficient investment wrapper for retail clients.
• ISA Plan Administration ISA plan administration services delivered to investment firms as part of outsourced financial administration.
• Dividend Reinvestment Plan (DRIP) Facility allowing shareholders to reinvest cash dividend payments to purchase additional shares in the company.

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core and minor.

• Crowe LLPcoreOthersCrowe LLP serves as the Company's Statutory Auditors. Responsible for ensuring the Group's financial performance is properly monitored, controlled and reported. Reviews reports relating to Financial Statements and internal control systems.
• Squires Patton BoggscoreOthersSquires Patton Boggs provides legal advisory services to the Company.
• National Westminster Bank plcminorOthersNational Westminster Bank plc serves as the Company's bankers providing standard banking services.
• Share Registrars LtdcoreOthersShare Registrars Ltd serves as the Company's share registrar. Located at Suite E, First Floor, 9 Lion & Lamb Yard, Farnham, Surrey GU9 7LL.

Scale indicators4 records

Recent moves8 records

Expansion highlights2 records

Market position

Weaknesses4 records

Competitive moat4 records

Customer concentration

• LinkedInlinkedin.com/company/jarvis-securities-plc

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Jarvis Securities plc