AM 360 Financial Planning Limited

Reference number: 987559

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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.

Responsible principal firm

ValidPath Limited Reference number: 197107 Authorised 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.
  • AM 360 Financial Planning Limited (FRN 987559) is an AR of ValidPath Limited (FRN 197107). When you use AM 360 Financial Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from AM 360 Financial Planning, 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.

  • No website on the FCA register

  • Phone number

    0121 386 6636

  • Address

    1 Wrens Court, 53 Lower Queen Street, Sutton Coldfield, Birmingham, B72 1RT, United Kingdom

In the full report: 2 background checks

  • What kind of line 0121 386 6636 is, and the other firm that gives it
  • Who else gives the postcode B72 1RT
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Other names (1)

If you were contacted under any of these names, it is this firm.

  • GMK Wealth Limited Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through ValidPath 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, free
    You 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.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
14159531
Company status
Active
Company type
Private limited company
Incorporated
8 June 2022 (4 years old)
Registered office
1 Wrens Court, Lower Queen Street, Sutton Coldfield, B72 1RT, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Rachel Louise Woodward Director Jun 1980 8 Jun 2022 2 other companies

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 companies
2
closed down
1
is FCA-registered
1

In the full report: all 2 companies, 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
  • The one on the FCA register
  • All 2 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 June 2025Micro-entity accountsNot audited

Total equity

£403

−67% from £1,239

Employees (average)

1

Up 1 from 0

Owed within a year

£638

Up £508 from £130

Total equity

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 14159531. 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

AM 360 Financial Planning’s history from the FCA register and Companies House, newest first.

Key events (6) All events (9)

2025

16 April 2025

  • Changed its registered name from "GMK Wealth Limited"

FCA register

2022

28 November 2022

  • Mark Anthony Ford stopped being a part-owner

Companies House

23 November 2022

  • Became an appointed representative

FCA register

8 June 2022

  • Incorporated at Companies House
  • Mark Anthony Ford became a part-owner (25–50% of shares)
  • Rachel Louise Woodward took control (75–100% of shares)

Companies House

In the full report: all 9 events

  • All 9 events in its history (6 shown here)
  • Every director appointment and resignation: 3
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Firms connected to AM 360 Financial Planning

Other FCA-listed firms that share a director, phone number or address with AM 360 Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.

connected firm
1
share a director
1
share its phone number
1

In the full report: the connected firm, named

  • How it is linked: shared directors (1), the same phone number (1), the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like AM 360 Financial Planning

Other firms of the same type (financial adviser), nearest first.

In Sutton Coldfield

ACS Financial Planning LtdSutton ColdfieldAppointed representativeBlueberry (Midlands) LimitedSutton ColdfieldAppointed representativeBreslins Financial Planning LtdSutton ColdfieldAppointed representativeBroderick Wealth Management LtdSutton ColdfieldAppointed representativeElwell Financial Planning LtdSutton ColdfieldAppointed representativeGuy WatermanSutton ColdfieldNo longer authorised

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 AM 360 Financial Planning

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 2 other companies its directors have run, named
  • 2 background checks on its contact details
  • All 9 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is AM 360 Financial Planning Limited FCA authorised?
AM 360 Financial Planning Limited (FRN 987559) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for AM 360 Financial Planning?
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. AM 360 Financial Planning Limited (FRN 987559) is an AR of ValidPath Limited (FRN 197107). When you use AM 360 Financial Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from AM 360 Financial Planning, 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.
What is AM 360 Financial Planning’s phone number?
The FCA register lists the phone number 0121 386 6636 for AM 360 Financial Planning. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm.
Is AM 360 Financial Planning a scam or clone?
AM 360 Financial Planning is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with AM 360 Financial Planning?
Protection works through ValidPath Limited, the principal firm responsible for AM 360 Financial Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns AM 360 Financial Planning?
Companies House lists one person with significant control of AM 360 Financial Planning: Mrs Rachel Louise Woodward (75–100% of shares). Before that, it was controlled by Mr Mark Anthony Ford.
Who runs AM 360 Financial Planning?
Companies House lists one director of AM 360 Financial Planning: Rachel Louise Woodward.
How long has AM 360 Financial Planning been in business?
The company was formed on 8 June 2022.
What do AM 360 Financial Planning’s latest accounts show?
Its latest accounts, to 30 June 2025, show total equity of £403 (−67% from £1,239).
Does AM 360 Financial Planning use any other names?
It has previously used the name GMK Wealth Limited.

Sources and links

The full report on AM 360 Financial Planning Limited

£19.99 · Instant PDF download

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