Polaris Wealth Management Ltd

Reference number: 741019

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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.

In the full report: 3 background checks

  • When polariswealth.co.uk first appeared online, and whether it can receive email
  • What kind of line 07760 664876 is
  • Who else gives the postcode S11 9RS
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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.
  • Advise on or arrange mortgages · Arrange equity release FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • 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 (14 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on a home reversion plan
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) a home reversion plan
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to a home reversion plan
  • Making arrangements with a view to regulated mortgage contracts
  • 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
09997413
Company status
Active
Company type
Private limited company
Incorporated
10 February 2016 (10 years old)
Registered office
46 Alms Hill Road, Sheffield, S11 9RS, England
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Gregory Cooke Director Jan 1989 10 Feb 2016 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 28 February 2026Small company accountsNot audited

Net assets

£177k

+1.4% from £175k

Cash at bank

£194k

−16% from £231k

Employees (average)

2

−33% from 3

Owed within a year

£68.0k

+16% from £58.6k

Net assets

In the full report: all 7 years of accounts

  • Every year from 2020 to 2026
  • 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 09997413. Figures are exactly as filed; nothing is estimated.

Key dates in its history

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

Key events (5) All events (8)

2026

16 February 2026

  • Catherine Margaret Sutherland became a part-owner (25–50% of shares)

Companies House

2016

1 September 2016

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

1 July 2016

  • Gregory Cooke became the majority owner (50–75% of shares)

Companies House

10 February 2016

  • Incorporated at Companies House

Companies House

In the full report: all 8 events

  • All 8 events in its history (5 shown here)
  • Every director appointment and resignation: 1
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Firms like Polaris Wealth Management

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

In Sheffield

Abacus Portfolio Management LimitedSheffieldAuthorisedABM Financial Management LimitedSheffieldAuthorisedAlan RobinsonSheffieldAuthorisedAlan ThompsonSheffieldAuthorisedAZW Consulting LtdSheffieldAuthorisedBFS Wealth and Protection LtdSheffieldAuthorised

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 Polaris Wealth Management

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 8 events in its history

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Frequently asked questions about this firm

Is Polaris Wealth Management Ltd FCA authorised?
Yes, Polaris Wealth Management Ltd (FRN 741019) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since September 2016 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Polaris Wealth Management’s phone number and website?
The FCA register lists the phone number 07760 664876 and the website polariswealth.co.uk for Polaris Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Polaris Wealth Management a scam or clone?
Polaris 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 Polaris 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 Polaris Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Polaris Wealth Management?
Companies House lists 2 people with significant control of Polaris Wealth Management: Mr Gregory Cooke (50–75% of shares) and Miss Catherine Margaret Sutherland (25–50% of shares).
Who runs Polaris Wealth Management?
Companies House lists one director of Polaris Wealth Management: Gregory Cooke.
How long has Polaris Wealth Management been in business?
The company was formed on 10 February 2016, and has held its current FCA authorisation since September 2016.
What do Polaris Wealth Management’s latest accounts show?
Its latest accounts, to 28 February 2026, show net assets of £177k (+1.4% from £175k) and cash at bank of £194k (−16% from £231k).

Sources and links

The full report on Polaris Wealth Management Ltd

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