Introducer appointed representative
This firm can only introduce you to its principal, and cannot give financial advice, recommend products, or arrange deals alone.
- Appointed for 2 years
- Protected through the principal
- No FCA actions
- Active company since 2018
- Accounts filed up to 28 February 2025
Responsible principal firm
St. James's Place Wealth Management Plc Reference number: 195351 View firm →What does this mean?
- An introducer appointed representative can only pass your details to its principal firm. It cannot recommend products, give financial advice, or arrange deals on its own.
- PF Financial Services Ltd (FRN 1006779) introduces customers to St. James's Place Wealth Management Plc (FRN 195351). Any regulated advice or arranging is done by the principal, not PF Financial Services.
- Example: if PF Financial Services refers you to a financial adviser, the advice should come from the principal firm, not from PF Financial Services itself.
- 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.
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No website on the FCA register
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Phone number
-
Address
2 Winchester Place, North Street, Poole, Bournemouth, BH15 1NX, United Kingdom
In the full report: 2 background checks
- What kind of line 07958 753584 is
- Who else gives the postcode BH15 1NX
FCA permissions and consumer protection
- Protection through the principal firmProtection works through St. James's Place Wealth Management PLC, 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, freeYou 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
- 11187345 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 5 February 2018 (8 years old)
- Registered office
- 2 Winchester Place, North Street, Poole, BH15 1NX, England
- Nature of business
-
- Activities of mortgage finance companies (SIC 64922)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Pamela Ruth Farmer | Director | Jan 1978 | 5 Feb 2018 | None |
In the full report: every company its directors have run
- Confirmation that its director runs no other company
Filed accounts and finances
Net assets
£161k
+13% from £143k
Employees (average)
1
Same as 1
Owed within a year
£20.4k
−43% from £36.0k
Assets and liabilities
In the full report: all 6 years of accounts
- Every year from 2020 to 2025
- The chart, 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.
There is no turnover or profit: small companies do not have to publish them.
Accounts filed at Companies House for company 11187345. 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
PF Financial Services’s history from the FCA register and Companies House, newest first.
2023
31 December 2023
- Became an introducer appointed representative
FCA register
2018
5 February 2018
- Incorporated at Companies House
- Pamela Ruth Farmer became the majority owner (50–75% of shares)
- Pamela Ruth Farmer appointed as a director
Companies House
Director appointments and resignations, and trading names, appear under All events.
Firms connected to PF Financial Services
Other FCA-listed firms that share a director, phone number or address with PF Financial Services. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 2
- share its postcode
- 2
In the full report: all 2 connected firms, named
- How each is linked: the same postcode (2)
- Who links each one: the named directors, with dates
Firms like PF Financial Services
Other firms of the same type (financial adviser), nearest first.
In Poole
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 PF Financial Services
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
- 2 background checks on its contact details
- 6 years of accounts, charted
- All 4 events in its history
- 2 connected firms, named, and who links them
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Frequently asked questions about this firm
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What does introducer appointed representative mean for PF Financial Services?
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Is PF Financial Services a scam or clone?
Is my money safe with PF Financial Services?
Who owns PF Financial Services?
Who runs PF Financial Services?
How long has PF Financial Services been in business?
What do PF Financial Services’ latest accounts show?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk