Platinum Wealth Management Limited

Reference number: 446582

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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.

  • No website on the FCA register

  • Phone number

    01564 772677

  • Address

    1 Thimble Lane, 1678 High Street, Knowle, Solihull, West Midlands, B93 0LY, United Kingdom

In the full report: 2 background checks

  • What kind of line 01564 772677 is
  • Who else gives the postcode B93 0LY
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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.
  • 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 (4 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Arranging (bringing about) deals in investments
  • 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
05659017
Company status
Active
Company type
Private limited company
Incorporated
20 December 2005 (20 years old)
Registered office
C/O Arundales, Stowe House, 1688 High Street, Knowle, Solihull, West Midlands, B93 0LY
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
David Palmer Director May 1957 20 Dec 2005 None
Laura Jane Palmer Secretary Not published 20 Dec 2005 –

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
  • Both people who have been directors, with their dates
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Filed accounts and finances

Year to 31 December 2025Micro-entity accountsNot audited

Net assets

£125k

−6.7% from £134k

Employees (average)

2

Same as 2

Owed within a year

£8,252

+8% from £7,642

Assets and liabilities

In the full report: all 6 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.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 05659017. 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

Platinum Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (7) All events (11)

2019

5 January 2019

  • Janet Palmer became a part-owner (25–50% of shares)
  • Janet Palmer stopped being a part-owner

Companies House

2016

6 April 2016

  • David Palmer took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2006

9 February 2006

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

FCA register

2005

20 December 2005

  • Incorporated at Companies House

Companies House

In the full report: all 11 events

  • All 11 events in its history (7 shown here)
  • Every director appointment and resignation: 1
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Firms connected to Platinum Wealth Management

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

connected firms
4
share its postcode
4

In the full report: all 4 connected firms, named

  • How each is linked: the same postcode (4)
  • Who links each one: the named directors, with dates
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Firms like Platinum Wealth Management

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

In Solihull

Legal & General Financial Advice LtdSolihullAuthorisedAk Advisory LtdSolihullAuthorisedAndrew Parker Wealth Management LimitedSolihullAuthorisedBrant Financial LimitedSolihullAuthorisedCapelin Financial Management LimitedSolihullAuthorisedCapital Wealth Partners LimitedSolihullAuthorised

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 Platinum Wealth 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
  • 2 background checks on its contact details
  • 6 years of accounts, charted
  • All 11 events in its history
  • 4 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Platinum Wealth Management Limited FCA authorised?
Yes, Platinum Wealth Management Limited (FRN 446582) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since February 2006 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Platinum Wealth Management’s phone number?
The FCA register lists the phone number 01564 772677 for Platinum Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Platinum Wealth Management a scam or clone?
Platinum Wealth 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 Platinum Wealth 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 Platinum Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Platinum Wealth Management?
Companies House lists one person with significant control of Platinum Wealth Management: Mr David Palmer (75–100% of shares). Before that, it was controlled by Mrs Janet Palmer.
Who runs Platinum Wealth Management?
Companies House lists one director of Platinum Wealth Management: David Palmer.
How long has Platinum Wealth Management been in business?
The company was formed on 20 December 2005, and has held its current FCA authorisation since February 2006.
What do Platinum Wealth Management’s latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £125k (−6.7% from £134k).

Sources and links

The full report on Platinum Wealth Management Limited

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