Plutus Partnership Ltd

Reference number: 780346

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

Beyond Advice Group Ltd Reference number: 830162 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Plutus Partnership Ltd (FRN 780346) is an AR of Beyond Advice Group Ltd (FRN 830162). When you use Plutus Partnership's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Plutus Partnership, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • 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.

In the full report: 3 background checks

  • When plutuspartnership.com first appeared online, and whether it can receive email
  • What kind of line 07792 166648 is
  • Who else gives the postcode FY8 5FT
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Beyond Advice Group Ltd, 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, free
    You 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
09213342
Company status
Active
Company type
Private limited company
Incorporated
11 September 2014 (12 years old)
Registered office
23 Orchid Way, Blackpool, FY4 5QB, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Lee Gleave Director Feb 1980 11 Sep 2014 1 other company

Other companies run by its director

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 company
1
still active
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
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Filed accounts and finances

Year to 30 September 2025Micro-entity accountsNot audited

Total equity

£6,983

No earlier figure to compare

Employees (average)

0

Same as 0

Owed within a year

£24.3k

−44% from £43.1k

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.

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

Accounts filed at Companies House for company 09213342. 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

Plutus Partnership’s history from the FCA register and Companies House, newest first.

2017

1 June 2017

  • Became an appointed representative

FCA register

2016

30 June 2016

  • Lee Gleave took control (75–100% of shares)

Companies House

2014

11 September 2014

  • Incorporated at Companies House
  • Lee Gleave appointed as a director

Companies House

Director appointments and resignations, and trading names, appear under All events.

Firms like Plutus Partnership

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

In Lytham St. Annes

Danbro Financial Planning LtdLytham St. AnnesAppointed representativeRed Star Wealth Management LimitedLytham St. AnnesAuthorisedStudio 61 Wealth Management LimitedLytham St. AnnesAuthorisedWindmill Financial Services LtdLytham St. AnnesAuthorised

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 Plutus Partnership

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

  • 1 other company its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 4 events in its history

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Frequently asked questions about this firm

Is Plutus Partnership Ltd FCA authorised?
Plutus Partnership Ltd (FRN 780346) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Plutus Partnership?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Plutus Partnership Ltd (FRN 780346) is an AR of Beyond Advice Group Ltd (FRN 830162). When you use Plutus Partnership's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Plutus Partnership, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. 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.
What is Plutus Partnership’s phone number and website?
The FCA register lists the phone number 07792 166648 and the website plutuspartnership.com for Plutus Partnership. If you were given different contact details, use these to check with the firm before going any further.
Is Plutus Partnership a scam or clone?
Plutus Partnership 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 Plutus Partnership?
Protection works through Beyond Advice Group Ltd, the principal firm responsible for Plutus Partnership's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Plutus Partnership?
Companies House lists one person with significant control of Plutus Partnership: Mr Lee Gleave (75–100% of shares).
Who runs Plutus Partnership?
Companies House lists one director of Plutus Partnership: Lee Gleave.
How long has Plutus Partnership been in business?
The company was formed on 11 September 2014.
What do Plutus Partnership’s latest accounts show?
Its latest accounts, to 30 September 2025, show total equity of £6,983 (no earlier figure to compare).

Sources and links

The full report on Plutus Partnership Ltd

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