Perpetual Wealth Solutions Limited

Reference number: 1012368

Instant download

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 perpetualwealth.co.uk first appeared online, and whether it can receive email
  • What kind of line 01403 456555 is, and the 2 other firms that give it
  • Who else gives the postcode EC4N 7HR
Instant PDF download

FCA permissions and consumer protection

  • Hold or safeguard your money · 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 (5 permissions)
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Dealing in investments as agent
  • Making arrangements with a view to transactions in investments
  • Managing investments

Limits on what they may do

  • This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.

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 status
Active
Company type
Private limited company
Incorporated
17 January 2024 (2 years old)
Registered office
68 King William Street, London, EC4N 7HR, England
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Ian Robert Cooke Director Mar 1968 17 Jan 2024 26 other companies
Amyr Badim Rocha Lima Director Nov 1984 9 Sep 2024 None

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
26
closed down
9
are FCA-registered
9

In the full report: all 26 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 9 on the FCA register, including one no longer authorised
Instant PDF download

Filed accounts and finances

Year to 31 March 2026Small company accountsAudited

Total equity

£280k

+30% from £216k

Cash at bank

£311k

+39% from £224k

Employees (average)

0

Same as 0

Owed within a year

£31.5k

+275% from £8,398

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 15421616. Figures are exactly as filed; nothing is estimated.

Key dates in its history

Perpetual Wealth Solutions’s history from the FCA register and Companies House, newest first.

2024

17 September 2024

  • Regulated by the FCA from this date
  • FCA imposed a requirement (May control but not hold client money)
  • Became authorised by the FCA

FCA register

18 January 2024

  • Ian Robert Cooke gave up control
  • Perpetual Wealth Group Limited took control (75–100% of shares)

Companies House

17 January 2024

  • Incorporated at Companies House
  • Ian Robert Cooke took control (75–100% of shares)

Companies House

In the full report: all 10 events

  • All 10 events in its history (7 shown here)
  • Every director appointment and resignation: 2
Instant PDF download

Firms connected to Perpetual Wealth Solutions

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

connected firms
4
share a director
3
share its phone number
2

In the full report: all 4 connected firms, named

  • How each is linked: shared directors (3), the same phone number (2), the same postcode (2)
  • Who links each one: the named directors, with dates
  • 6 past links through former directors
Instant PDF download

Firms like Perpetual Wealth Solutions

Other firms of the same type (investment or fund manager), 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 Perpetual Wealth Solutions

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

  • 26 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 10 events in its history
  • 4 connected firms, named, and who links them

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Perpetual Wealth Solutions Limited FCA authorised?
Yes, Perpetual Wealth Solutions Limited (FRN 1012368) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since September 2024 and works as an investment or fund manager. The FCA has placed a limit on what it may do.
What is Perpetual Wealth Solutions’ phone number and website?
The FCA register lists the phone number 01403 456555 and the website perpetualwealth.co.uk for Perpetual Wealth Solutions. 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 Perpetual Wealth Solutions a scam or clone?
Perpetual Wealth Solutions 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 Perpetual Wealth Solutions?
It may control client money but not hold it. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Perpetual Wealth Solutions to the Financial Ombudsman Service, free of charge.
Who owns Perpetual Wealth Solutions?
Perpetual Wealth Solutions is owned by Perpetual Wealth Group Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 18 January 2024. Before that, it was controlled by Mr Ian Robert Cooke.
Who runs Perpetual Wealth Solutions?
Companies House lists 2 directors of Perpetual Wealth Solutions: Ian Robert Cooke and Amyr Badim Rocha Lima.
How long has Perpetual Wealth Solutions been in business?
The company was formed on 17 January 2024, and has held its current FCA authorisation since September 2024.
What do Perpetual Wealth Solutions’ latest accounts show?
Its latest accounts, to 31 March 2026, show total equity of £280k (+30% from £216k) and cash at bank of £311k (+39% from £224k).

Sources and links

The full report on Perpetual Wealth Solutions Limited

£19.99 · Instant PDF download

Loading secure checkout…