Palm Financial Management Limited

Reference number: 593725

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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 palmfinancial.co.uk first appeared online, and whether it can receive email
  • What kind of line 0113 397 0323 is
  • Who else gives the postcode LS15 8GB
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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.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • 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 (10 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

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
08244605
Company status
Active
Company type
Private limited company
Incorporated
9 October 2012 (14 years old)
Registered office
4100 Park Approach, Thorpe Park, Leeds, LS15 8GB, England
Nature of business
  • Life insurance (SIC 65110)
  • Pension funding (SIC 65300)

Directors and company secretaries

Name Role Born Appointed Other companies
Scott Edward Glover Director Sep 1975 9 Oct 2012 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Filed accounts and finances

Year to 31 October 2025Full accountsNot audited

Total equity

£25.3k

+11% from £22.7k

Cash at bank

£74.6k

+8.6% from £68.7k

Owed within a year

£64.4k

+20% from £53.6k

No turnover or profit for the year to 31 October 2025: the accounts print them but do not tag them. The last tagged figures are £384k turnover and £101k profit, for the year to 31 October 2022.

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
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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.

Accounts filed at Companies House for company 08244605. 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

Palm Financial Management’s history from the FCA register and Companies House, newest first.

Key events (6) All events (9)

2016

6 April 2016

  • Scott Edward Glover took control (75–100% of shares)

Companies House

2013

1 July 2013

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

31 March 2013

  • No longer regulated by the Financial Services Authority

FCA register

25 March 2013

  • Regulated by the Financial Services Authority from this date

FCA register

2012

9 October 2012

  • Incorporated at Companies House

Companies House

In the full report: all 9 events

  • All 9 events in its history (6 shown here)
  • Every director appointment and resignation: 1
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Firms like Palm Financial Management

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

In Leeds

2 Plan Wealth Management LimitedLeedsAuthorisedA. Bianchi Financial Solutions LimitedLeedsAuthorisedAge Partnership Wealth Management LimitedLeedsAuthorisedApollo Financial Consultancy LtdLeedsAuthorisedBareham Independent Financial Advisers LimitedLeedsAuthorisedBartlett Wealth Management LtdLeedsAuthorised

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 Palm Financial Management

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

  • Every company its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 9 events in its history

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Frequently asked questions about this firm

Is Palm Financial Management Limited FCA authorised?
Yes, Palm Financial Management Limited (FRN 593725) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since July 2013 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Palm Financial Management’s phone number and website?
The FCA register lists the phone number 0113 397 0323 and the website palmfinancial.co.uk for Palm Financial Management. If you were given different contact details, use these to check with the firm before going any further.
Is Palm Financial Management a scam or clone?
Palm Financial Management 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 Palm Financial Management?
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 Palm Financial Management to the Financial Ombudsman Service, free of charge.
Who owns Palm Financial Management?
Companies House lists one person with significant control of Palm Financial Management: Mr Scott Edward Glover (75–100% of shares).
Who runs Palm Financial Management?
Companies House lists one director of Palm Financial Management: Scott Edward Glover.
How long has Palm Financial Management been in business?
The company was formed on 9 October 2012, and has held its current FCA authorisation since July 2013.
What do Palm Financial Management’s latest accounts show?
Its latest accounts, to 31 October 2025, show total equity of £25.3k (+11% from £22.7k) and cash at bank of £74.6k (+8.6% from £68.7k).

Sources and links

The full report on Palm Financial Management Limited

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