AGM Financial Services Ltd
Reference number: 790622
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Appointed representative
This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.
- Appointed for 9 years
- Protected through the principal
- No FCA actions
- Active company since 2017
- Accounts filed up to 31 December 2025
- On its latest accounts it owed £3,188 more than it owned
Responsible principal firm
Personal Touch Financial Services Limited Reference number: 187834 View firm →What does this mean?
- An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
- AGM Financial Services Ltd (FRN 790622) is an AR of Personal Touch Financial Services Limited (FRN 187834). When you use AGM Financial Services's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from AGM Financial Services, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
- Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
Website, phone number and address
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.
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Website
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Phone number
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Address
1 Marschal Court, Stirling, Stirlingshire, FK7 7UY, United Kingdom
In the full report: 3 background checks
- When agmfs.co.uk first appeared online, and whether it can receive email
- What kind of line 07724 749150 is
- Who else gives the postcode FK7 7UY
Warning
Scammers have impersonated this firm
Fraudsters have used this firm's name or details with their own contact information to appear genuine. Check whatever you were given below, and against the firm's real details above.
The FCA warning these came from
- AGM Invest / AGM Group 10 June 2019
Scammers change these details often. Always check the live FCA warning.
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Personal Touch Financial Services Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
The clone warnings above are scammers using this firm's name, not something the firm has done.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company name
- AGM FINANCIAL SERVICES LIMITED
- Company number
- SC573944 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 17 August 2017 (9 years old)
- Registered office
- 1 Marschal Court, Stirling, FK7 7UY, United Kingdom
- Nature of business
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- Financial management (SIC 70221)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Alexander George Milne | Director | May 1962 | 17 Aug 2017 | 1 other company |
Other companies run by its director
A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.
- other company
- 1
- closed down
- 1
In the full report: all 1 company, named
- What each company does, and whether it is still trading
- Which of its director sits on each board, and since when
- Any that went into liquidation or administration
Filed accounts and finances
Net assets
−£3,188
No earlier figure to compare
Employees (average)
2
Same as 2
Owed within a year
£22.7k
−48% from £44.0k
Net assets are negative: on its last balance sheet the company owed £3,188 more than it owned.
Assets and liabilities
In the full report: all 7 years of accounts
- Every year from 2019 to 2025
- The chart, over every year
- Every filed figure, year by year
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
There is no turnover or profit: small companies do not have to publish them.
Accounts filed at Companies House for company SC573944. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
AGM Financial Services’s history from the FCA register and Companies House, newest first.
2026
24 August 2026
- Alexander George Milne gave up control
Companies House
2019
10 June 2019
- FCA warned the public about a scam impersonating this firm
FCA warning list
2018
17 August 2018
- Alexander George Milne took control (75–100% of shares)
Companies House
2017
6 October 2017
- Became an appointed representative
FCA register
17 August 2017
- Incorporated at Companies House
- Alexander George Milne took control (75–100% of shares)
- Alexander George Milne appointed as a director
Companies House
Director appointments and resignations, and trading names, appear under All events.
Firms like AGM Financial Services
Other firms of the same type (financial adviser), nearest first.
In Stirling
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on AGM Financial Services
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 1 other company its directors have run, named
- 3 background checks on its contact details
- 7 years of accounts, charted
- All 7 events in its history
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Frequently asked questions about this firm
Is AGM Financial Services Ltd FCA authorised?
What does appointed representative mean for AGM Financial Services?
What is AGM Financial Services’ phone number and website?
Is AGM Financial Services a scam or clone?
Is my money safe with AGM Financial Services?
Who owns AGM Financial Services?
Who runs AGM Financial Services?
How long has AGM Financial Services been in business?
What do AGM Financial Services’ latest accounts show?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- FCA warning: AGM Invest / AGM Group fca.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk