Performance Wealth Management Ltd
Reference number: 824132
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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.
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Phone number
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Address
Penhurst House, 352-356 Battersea Park Road, London, SW11 3BY, United Kingdom
In the full report: 3 background checks
- When pwmsolutions.co.uk first appeared online, and whether it can receive email
- What kind of line 020 3633 6317 is
- Who else gives the postcode SW11 3BY
Other names (2)
If you were contacted under any of these names, it is this firm.
- 365 Investment Management Trading name: A name it trades under now.
- PWMsolutions Trading name: A name it trades under now.
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA 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 applyEligible 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 applyMortgage advice and arranging may be FSCS-covered, up to the limit that applies.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (11 permissions)
- Acting as a CBTL advisor
- Acting as a CBTL Advisor
- Acting as a CBTL arranger
- Acting as a CBTL Arranger
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- 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
Limits on what they may do
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May control money if settlement through a mandate.
The general requirement not to hold or control CLIENT MONEY does not restrict the firm from controlling CLIENT MONEY if it arises from an agreement under which the firm effects settlement through a mandate or otherwise.
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
- 10797986 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 1 June 2017 (9 years old)
- Registered office
- 352-356 Battersea Park Road, London, SW11 3BY, England
- Nature of business
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- Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Craig Gavin Wyllie | Director | Nov 1987 | 1 Jun 2017 | None |
| Robert Joseph Newark | Director | Dec 1949 | 23 Aug 2018 | 2 other companies |
Other companies run by these 2 directors
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
- still active
- 2
- are FCA-registered
- 2
In the full report: all 2 companies, named
- What each company does, and whether it is still trading
- Which of these 2 directors sit on each board, and since when
- Any that went into liquidation or administration
- The 2 on the FCA register
- All 5 people who have ever been directors, with their dates
Filed accounts and finances
Turnover
£411k
+36% from £302k
Profit before tax
£48.5k
−30% from £69.7k
Net assets
£120k
+45% from £83.3k
Cash at bank
£106k
+23% from £86.5k
Turnover and profit
In the full report: all 6 years of accounts
- Every year from 2020 to 2025
- Both charts, 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.
Accounts filed at Companies House for company 10797986. 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
Performance Wealth Management’s history from the FCA register and Companies House, newest first.
2026
11 May 2026
- Craig Gavin Wyllie became a part-owner (25–50% of shares)
- Hilary Anne Kates stopped being a part-owner
Companies House
2024
1 November 2024
- FCA imposed a requirement (May control money if settlement through a mandate.)
FCA register
2 February 2024
- Hilary Anne Kates became a part-owner (25–50% of shares)
Companies House
2019
14 May 2019
- Regulated by the FCA from this date
- Became authorised by the FCA
FCA register
2018
10 October 2018
- Craig Gavin Wyllie gave up control
Companies House
2017
1 June 2017
- Incorporated at Companies House
- Craig Gavin Wyllie took control (75–100% of shares)
Companies House
In the full report: all 21 events
- All 21 events in its history (9 shown here)
- Every director appointment and resignation: 8
Firms connected to Performance Wealth Management
Other FCA-listed firms that share a director, phone number or address with Performance Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 1
- share a director
- 1
- share its postcode
- 1
In the full report: the connected firm, named
- How it is linked: shared directors (1), the same postcode (1)
- Who links it to this firm: the named directors, with dates
- 1 past link through former directors
Firms like Performance Wealth Management
Other firms of the same type (financial adviser), nearest first.
In London
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 Performance Wealth Management
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
- 3 background checks on its contact details
- 6 years of accounts, charted
- All 21 events in its history
- 1 connected firm, named, and who links them
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk