PM&M Financial Planning Ltd
Reference number: 459324
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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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Website
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Phone number
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Address
New Century House, Greenbank Technology Park, Challenge Way, Blackburn, BB1 5QB, England
In the full report: 3 background checks
- When pmm.co.uk first appeared online, and whether it can receive email
- What kind of line 01254 679138 is
- Who else gives the postcode BB1 5QB
Other names (1)
If you were contacted under any of these names, it is this firm.
- PM & M Wealth Management Limited Former name: A name it was registered under before.
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.
- 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 (4 permissions)
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on Pension Transfers and Pension Opt Outs
- 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
- 03626554 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 4 September 1998 (28 years old)
- Registered office
- New Century House Greenbank Technology Park, Challenge Way, Blackburn, Lancashire, BB1 5QB, England
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Antony Keen | Director | Apr 1972 | 1 Jul 2014 | 8 other companies |
| James Andrew Mcintyre | Director | Sep 1982 | 12 Jul 2021 | 6 other companies |
| Tara Maynard | Director | Aug 1985 | 5 Jul 2023 | 4 other companies |
| Samantha Jay Whittle | Director | Dec 1990 | 29 Apr 2025 | None |
Other companies run by these 4 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
- 8
- closed down
- 1
- is FCA-registered
- 1
In the full report: all 8 companies, named
- What each company does, and whether it is still trading
- Which of these 4 directors sit on each board, and since when
- Any that went into liquidation or administration
- The one on the FCA register
- The 6 companies these 4 directors run together
- All 16 people who have ever been directors, with their dates
Filed accounts and finances
Total equity
£1.05m
+26% from £832k
Cash at bank
£1.32m
+28% from £1.03m
Owed within a year
£391k
+36% from £287k
Total equity
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
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 03626554. Figures are exactly as filed; nothing is estimated.
Key dates in its history
PM&M Financial Planning’s history from the FCA register and Companies House, newest first.
2021
1 October 2021
- Changed its registered name from "PM+M Wealth Management Limited"
FCA register
2016
6 April 2016
- Pmm (Holdings) Ltd took control (75–100% of shares)
Companies House
2013
1 April 2013
- Regulated by the FCA from this date
FCA register
2008
21 February 2008
- Changed its registered name from "PM & M Wealth Management Limited"
FCA register
2007
2 January 2007
- Regulated by the Financial Services Authority from this date
- Became authorised by the FCA
FCA register
1998
4 September 1998
- Incorporated at Companies House
Companies House
In the full report: all 36 events
- All 36 events in its history (7 shown here)
- Every director appointment and resignation: 26
Firms connected to PM&M Financial Planning
Other FCA-listed firms that share a director, phone number or address with PM&M Financial Planning. 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
Firms like PM&M Financial Planning
Other firms of the same type (financial adviser), nearest first.
In Blackburn
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 PM&M Financial Planning
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 8 other companies its directors have run, named
- 3 background checks on its contact details
- 7 years of accounts, charted
- All 36 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