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.
- Appointed for 3 years
- Protected through the principal
- No FCA actions
- Active company since 2010
- Accounts filed up to 30 September 2024
Responsible principal firm
KOZE GROUP LTD Reference number: 811281 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.
- PREFERRED MANAGEMENT SOLUTIONS (PMS) LTD (FRN 999335) is an AR of KOZE GROUP LTD (FRN 811281). When you use PREFERRED MANAGEMENT SOLUTIONS (PMS)'s services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from PREFERRED MANAGEMENT SOLUTIONS (PMS), 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.
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No website on the FCA register
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Phone number
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Address
Preferred House 4-5, Merchant Court, Monkton Business Park South, Hebburn, South Tyneside, NE31 2EX, United Kingdom
In the full report: 2 background checks
- What kind of line 07487 899374 is
- Who else gives the postcode NE31 2EX
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Koze 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, 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
- 07372003 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 10 September 2010 (16 years old)
- Registered office
- Preferred House 4-5 Merchant Court, Monkton Business Park South, Hebburn, Tyne And Wear, NE31 2EX, England
- Nature of business
-
- Development of building projects (SIC 41100)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Dean George Rae | Director | Jul 1976 | 10 Sep 2010 | 2 other companies |
| Anthony James Morrison Taylor | Director | Aug 1981 | 7 Oct 2011 | 4 other companies |
| Gillian Roper | Director | Apr 1981 | 5 Aug 2022 | None |
| Kasim Malik Khalil | Director | Mar 1980 | 5 Aug 2022 | None |
| Stephen Mckeown | Director | Jul 1973 | 5 Aug 2022 | 6 other companies |
Other companies run by these 5 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
- 9
- closed down
- 6
- run together
- 3
In the full report: all 9 companies, named
- What each company does, and whether it is still trading
- Which of these 5 directors sit on each board, and since when
- Any that went into liquidation or administration
- The 3 companies these 5 directors run together
- All 6 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£782k
+15% from £682k
Cash at bank
£7,428
−86% from £51.3k
Employees (average)
125
+71% from 73
Owed within a year
£1.47m
+17% from £1.26m
The accounts for the year to 30 September 2024 do not tag profit before tax in a form that can be read automatically, so it is not shown. The last tagged figure is £567k, for the year to 30 September 2022.
Assets and liabilities
In the full report: all 6 years of accounts
- Every year from 2019 to 2024
- Both charts, 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 07372003. 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
Preferred Management Solutions (Pms)’s history from the FCA register and Companies House, newest first.
2023
8 July 2023
- Became an appointed representative
FCA register
2016
6 April 2016
- Anthony James Morrison Taylor became a part-owner (25–50% of shares)
- Dean George Rae became a part-owner (25–50% of shares)
Companies House
2010
10 September 2010
- Incorporated at Companies House
Companies House
In the full report: all 13 events
- All 13 events in its history (4 shown here)
- Every director appointment and resignation: 9
Firms like Preferred Management Solutions (Pms)
Other firms of the same type (insurance broker), nearest first.
In Hebburn
In the Newcastle (NE) postcode area
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 Preferred Management Solutions (Pms)
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 9 other companies its directors have run, named
- 2 background checks on its contact details
- 6 years of accounts, charted
- All 13 events in its history
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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
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk