Prestige Financial Planners Limited

Reference number: 786673

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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 prestigefinancialplanners.co.uk first appeared online, and whether it can receive email
  • What kind of line 07847 615903 is
  • Who else gives the postcode SR3 2NX
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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
10803660
Company status
Active
Company type
Private limited company
Incorporated
5 June 2017 (9 years old)
Registered office
4 Whitebark, Burdon Vale, Sunderland, SR3 2NX, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Paul Robert Newton Director Feb 1972 5 Jun 2017 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
  • Both people who have been directors, with their dates
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Filed accounts and finances

Year to 5 April 2026Micro-entity accountsNot audited

Net assets

£29.2k

+17% from £24.9k

Employees (average)

1

Same as 1

Owed within a year

£32.0k

+8.9% from £29.4k

Assets and liabilities

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 10803660. 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

Prestige Financial Planners’s history from the FCA register and Companies House, newest first.

Key events (6) All events (11)

2023

5 April 2023

  • Katie Diane Davis no longer has significant control

Companies House

2018

2 January 2018

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

FCA register

2017

5 June 2017

  • Incorporated at Companies House
  • Katie Diane Davis gained significant control
  • Paul Robert Newton gained significant control

Companies House

In the full report: all 11 events

  • All 11 events in its history (6 shown here)
  • Every director appointment and resignation: 3
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Firms like Prestige Financial Planners

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

In Sunderland

DMH Private Wealth LimitedSunderlandAuthorisedManfield Wealth Management LimitedSunderlandAuthorisedTtr Barnes Financial Services LimitedSunderlandAuthorisedWood Kirkbride Independent Financial Advisers LimitedSunderlandAuthorisedAdamson Financial Planning LTDSunderlandAppointed representativeAdvanced IFA LtdSunderlandAppointed representative

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 Prestige Financial Planners

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

  • Every company its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 11 events in its history

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Frequently asked questions about this firm

Is Prestige Financial Planners Limited FCA authorised?
Yes, Prestige Financial Planners Limited (FRN 786673) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2018 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Prestige Financial Planners’ phone number and website?
The FCA register lists the phone number 07847 615903 and the website prestigefinancialplanners.co.uk for Prestige Financial Planners. If you were given different contact details, use these to check with the firm before going any further.
Is Prestige Financial Planners a scam or clone?
Prestige Financial Planners 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 Prestige Financial Planners?
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 Prestige Financial Planners to the Financial Ombudsman Service, free of charge.
Who owns Prestige Financial Planners?
Companies House lists one person with significant control of Prestige Financial Planners: Mr Paul Robert Newton (significant influence or control). Before that, it was controlled by Mrs Katie Diane Davis.
Who runs Prestige Financial Planners?
Companies House lists one director of Prestige Financial Planners: Paul Robert Newton.
How long has Prestige Financial Planners been in business?
The company was formed on 5 June 2017, and has held its current FCA authorisation since January 2018.
What do Prestige Financial Planners’ latest accounts show?
Its latest accounts, to 5 April 2026, show net assets of £29.2k (+17% from £24.9k).

Sources and links

The full report on Prestige Financial Planners Limited

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