Premier Commercial Wealth Management Ltd

Reference number: 580514

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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 premiercommercialwealth.com first appeared online, and whether it can receive email
  • What kind of line 01656 645826 is
  • Who else gives the postcode NP18 1LD
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Other names (2)

If you were contacted under any of these names, it is this firm.

  • Premier Commercial Financial Planners Trading name
  • premier Commercial Chartered Financial Planners Former trading name

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 (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • 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
07903299
Company status
Active
Company type
Private limited company
Incorporated
10 January 2012 (14 years old)
Registered office
2 Mount St. Albans, Catsash, Newport, NP18 1LD, Wales
Nature of business
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Directors and company secretaries

Name Role Born Appointed Other companies
Jonathan James Williams Director Jun 1974 3 Mar 2012 1 other company
Paul Tracey Director Feb 1968 3 Mar 2012 2 other companies
Shantel Louise Williams Director Apr 1972 31 Mar 2021 None
Michelle Sarah Tracey Director Mar 1974 31 Mar 2021 1 other company

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
2
closed down
1
run together
2

In the full report: all 2 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 2 companies these 4 directors run together
  • All 6 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2025Full accountsNot audited

Net assets

£289k

+46% from £197k

Cash at bank

£383k

+59% from £241k

Owed within a year

£250k

+83% from £137k

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 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.

Accounts filed at Companies House for company 07903299. 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

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

Key events (11) All events (27)

2024

25 October 2024

  • Pcwm Holdings Limited became a part-owner (25–50% of shares)

Companies House

2021

6 April 2021

  • Jeremy Mark Reed stopped being a part-owner

Companies House

31 March 2021

  • Jonathan James Williams stopped being a part-owner
  • Paul Tracey stopped being a part-owner

Companies House

2016

6 April 2016

  • Jeremy Mark Reed became a part-owner (25–50% of shares)
  • Jonathan James Williams became a part-owner (25–50% of shares)
  • Paul Tracey became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2012

23 August 2012

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

FCA register

10 January 2012

  • Incorporated at Companies House

Companies House

In the full report: all 27 events

  • All 27 events in its history (11 shown here)
  • Every director appointment and resignation: 10
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Firms like Premier Commercial Wealth Management

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

In Newport

Anglo-Celtic Financial Consultants LtdNewportAuthorisedApeiron Wealth Management LimitedNewportAuthorisedAyrin Financial ManagementNewportAuthorisedBeesure LtdNewportAuthorisedC Rengert & Company LimitedNewportAuthorisedChapelwood Financial Planning LimitedNewportAuthorised

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 Premier Commercial Wealth Management

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

  • 2 other companies its directors have run, named
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 27 events in its history

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Frequently asked questions about this firm

Is Premier Commercial Wealth Management Ltd FCA authorised?
Yes, Premier Commercial Wealth Management Ltd (FRN 580514) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since August 2012 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Premier Commercial Wealth Management’s phone number and website?
The FCA register lists the phone number 01656 645826 and the website premiercommercialwealth.com for Premier Commercial Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Premier Commercial Wealth Management a scam or clone?
Premier Commercial 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 Premier Commercial 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 Premier Commercial Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Premier Commercial Wealth Management?
Companies House lists one person with significant control of Premier Commercial Wealth Management: Pcwm Holdings Limited (25–50% of shares). Before that, it was controlled by Mr Jeremy Mark Reed, Mr Paul Tracey and Mr Jonathan James Williams.
Who runs Premier Commercial Wealth Management?
Companies House lists 4 directors of Premier Commercial Wealth Management: Jonathan James Williams, Paul Tracey, Shantel Louise Williams and Michelle Sarah Tracey.
How long has Premier Commercial Wealth Management been in business?
The company was formed on 10 January 2012, and has held its current FCA authorisation since August 2012.
What do Premier Commercial Wealth Management’s latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £289k (+46% from £197k) and cash at bank of £383k (+59% from £241k).
Does Premier Commercial Wealth Management use any other names?
It trades as Premier Commercial Financial Planners. It has previously used the name premier Commercial Chartered Financial Planners.

Sources and links

The full report on Premier Commercial Wealth Management Ltd

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