Premier Financial Management Ltd

Reference number: 189921

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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 amberriverpremier.com first appeared online, and whether it can receive email
  • What kind of line 01628 769122 is
  • Who else gives the postcode SL7 1DP
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Other names (1)

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

  • Amber River Premier Trading name

FCA permissions and consumer protection

  • Hold or safeguard your money · 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.
  • 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.
  • Advise on or arrange mortgages 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 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) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Arranging safeguarding and administration of assets
  • Credit Broking
  • Dealing in investments as agent
  • Debt-counselling
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments
  • Managing investments

Limits on what they may do

  • This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.

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
03350242
Company status
Active
Company type
Private limited company
Incorporated
10 April 1997 (29 years old)
Registered office
Swan House, Liston Road, Marlow, SL7 1DP, England
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Trevor Michael Jackson Director Feb 1963 8 Aug 1999 2 other companies
Duncan Horner Director Jun 1973 30 Sep 2020 None
Mary-Anne Bridget Mcintyre Director Jan 1961 30 Sep 2020 33 other companies
Ben James Corlett Director Oct 1979 17 Apr 2024 2 other companies
Steven Richard Smith Director Dec 1977 1 Sep 2024 None
Sarah Katharine Jackson Secretary Not published 1 Aug 1999 –

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
35
closed down
8
went insolvent
1

In the full report: all 35 companies, named

  • What each company does, and whether it is still trading
  • Which of these 5 directors sit on each board, and since when
  • The one that went into liquidation or administration
  • The 6 on the FCA register
  • The 2 companies these 5 directors run together
  • All 9 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 August 2019Abridged accountsNot audited

Net assets

£6.75m

No earlier figure to compare

Cash at bank

£4.01m

No earlier figure to compare

Employees (average)

19

No earlier figure to compare

Owed within a year

£454k

No earlier figure to compare

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 03350242. Figures are exactly as filed; nothing is estimated.

Key dates in its history

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

Key events (12) All events (29)

2023

4 December 2023

  • FCA imposed a requirement (May control but not hold client money)

FCA register

2021

14 January 2021

  • Amber River Group Limited took control (75–100% of shares)
  • Sarah Katharine Jackson stopped being a part-owner
  • Trevor Michael Jackson stopped being the majority owner

Companies House

2016

6 April 2016

  • Sarah Katharine Jackson became a part-owner (25–50% of shares)
  • Trevor Michael Jackson became the majority owner (50–75% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2001

1 December 2001

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

FCA register

2000

9 May 2000

  • Regulated by the Personal Investment Authority from this date

FCA register

1999

31 July 1999

  • Board replaced: its only director left and a new director took over

Companies House

1997

10 April 1997

  • Incorporated at Companies House

Companies House

In the full report: all 29 events

  • All 29 events in its history (12 shown here)
  • Every director appointment and resignation: 13
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Firms connected to Premier Financial Management

Other FCA-listed firms that share a director, phone number or address with Premier Financial Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
2
share a director
2
past links
4

In the full report: all 2 connected firms, named

  • How each is linked: shared directors (2)
  • Who links each one: the named directors, with dates
  • 4 past links through former directors
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Firms like Premier Financial Management

Other firms of the same type (investment or fund manager), nearest first.

In Marlow

Growth Capital 1 LTDMarlowAppointed representative

In the Slough (SL) postcode area

A & J Wealth Management LimitedMaidenheadAuthorisedAscot Wealth Management LtdAscotAuthorisedSFIA Wealth Management LimitedMaidenheadAuthorisedSimply Ethical Financial Services LtdSloughAuthorisedTavistock Asset Management LimitedAscotAuthorised

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 Financial Management

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

  • 35 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 29 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Premier Financial Management Ltd FCA authorised?
Yes, Premier Financial Management Ltd (FRN 189921) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as an investment or fund manager. The FCA has placed a limit on what it may do.
What is Premier Financial Management’s phone number and website?
The FCA register lists the phone number 01628 769122 and the website amberriverpremier.com for Premier Financial Management. If you were given different contact details, use these to check with the firm before going any further.
Is Premier Financial Management a scam or clone?
Premier Financial 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 Financial 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 Financial Management to the Financial Ombudsman Service, free of charge.
Who owns Premier Financial Management?
Premier Financial Management is owned by Amber River Group Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 14 January 2021. Before that, it was controlled by Mr Trevor Michael Jackson and Dr Sarah Katharine Jackson.
Who runs Premier Financial Management?
Companies House lists 5 directors of Premier Financial Management: Trevor Michael Jackson, Duncan Horner, Mary-Anne Bridget McIntyre, Ben James Corlett and Steven Richard Smith.
How long has Premier Financial Management been in business?
The company was formed on 10 April 1997, and has held its current FCA authorisation since December 2001.
What do Premier Financial Management’s latest accounts show?
Its latest accounts, to 31 August 2019, show net assets of £6.75m (no earlier figure to compare) and cash at bank of £4.01m (no earlier figure to compare).
Does Premier Financial Management use any other names?
It trades as Amber River Premier.

Sources and links

The full report on Premier Financial Management Ltd

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