Isio Wealth Planning Limited

Reference number: 460880

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

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.

In the full report: 3 background checks

  • When isio.com first appeared online, and whether it can receive email
  • What kind of line 07500 993506 is, and the 2 other firms that give it
  • Who else gives the postcode CR0 2LX
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Other names (6)

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

  • Premier Benefit Solutions Limited Former name
  • Premier Pensions Solutions Ltd Former name
  • Premier Former trading name
  • Premier Pensions & Financial Solutions Former trading name
  • Premier Pensions Solutions Former trading name
  • Premier Wealth Planning Former trading name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (6 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments
  • Providing basic advice on stakeholder products

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
06036012
Company status
Active
Company type
Private limited company
Incorporated
21 December 2006 (19 years old)
Registered office
Amp House, Dingwall Road, Croydon, CR0 2LX
Nature of business
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Directors and company secretaries

Name Role Born Appointed Other companies
Gareth Huw Roberts Director Nov 1978 3 Feb 2026 25 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
25
still active
22
went insolvent
3

In the full report: all 25 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • The 3 that went into liquidation or administration
  • The 3 on the FCA register
  • All 9 people who have ever been directors, with their dates
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Key dates in its history

Isio Wealth Planning’s history from the FCA register and Companies House, newest first.

Key events (7) All events (36)

2024

18 April 2024

  • Changed its registered name from "Premier Benefit Solutions Limited"

FCA register

2016

6 June 2016

  • Premier Pensions Management Limited took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2007

10 December 2007

  • Changed its registered name from "Premier Pensions Solutions Ltd"

FCA register

5 February 2007

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

2006

21 December 2006

  • Incorporated at Companies House

Companies House

In the full report: all 36 events

  • All 36 events in its history (7 shown here)
  • Every director appointment and resignation: 17
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Firms connected to Isio Wealth Planning

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

connected firms
3
share a director
3
share its phone number
2

In the full report: all 3 connected firms, named

  • How each is linked: shared directors (3), the same phone number (2)
  • Who links each one: the named directors, with dates
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Firms like Isio Wealth Planning

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

In Croydon

Anthony Mackintosh Wealth ManagementCroydonAuthorisedBaker Gladstone and York LimitedCroydonAuthorisedBlackStar Finance LimitedCroydonAuthorisedFAFL LtdCroydonAuthorisedGoddard Perry Consulting LimitedCroydonAuthorisedGP Wealth LimitedCroydonAuthorised

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 Isio Wealth Planning

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

  • 25 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 36 events in its history
  • 3 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Isio Wealth Planning Limited FCA authorised?
Yes, Isio Wealth Planning Limited (FRN 460880) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since February 2007 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Isio Wealth Planning’s phone number and website?
The FCA register lists the phone number 07500 993506 and the website isio.com/isio-wealth-planning-welcome for Isio Wealth 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 2 other FCA firms.
Is Isio Wealth Planning a scam or clone?
Isio Wealth 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 Isio Wealth Planning?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Isio Wealth Planning to the Financial Ombudsman Service, free of charge.
Who owns Isio Wealth Planning?
Isio Wealth Planning is owned by Premier Pensions Management Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 6 June 2016.
Who runs Isio Wealth Planning?
Companies House lists one director of Isio Wealth Planning: Gareth Huw Roberts.
How long has Isio Wealth Planning been in business?
The company was formed on 21 December 2006, and has held its current FCA authorisation since February 2007.
Does Isio Wealth Planning use any other names?
It has previously used 6 other names, including Premier Benefit Solutions Limited, Premier Pensions Solutions Ltd and Premier.

Sources and links

The full report on Isio Wealth Planning Limited

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