Prime Wealth Planning Ltd
Reference number: 586270
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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 14 years
- Protected through the principal
- No FCA actions
- Active company since 2012
- Accounts filed up to 31 December 2025
Responsible principal firm
Best Practice IFA Group Limited Reference number: 223112 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.
- Prime Wealth Planning Ltd (FRN 586270) is an AR of Best Practice IFA Group Limited (FRN 223112). When you use Prime Wealth Planning's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Prime Wealth Planning, 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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Phone number
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Address
5 Argosy Court, Scimitar Way, Coventry, West Midlands, CV3 4GA, United Kingdom
In the full report: 3 background checks
- When primewealth.co.uk first appeared online, and whether it can receive email
- What kind of line 0121 711 6353 is
- Who else gives the postcode CV3 4GA
FCA permissions and consumer protection
- Protection through the principal firmProtection works through Best Practice IFA Group Limited, 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 name
- PRIME WEALTH PLANNING LIMITED
- Company number
- 08003140 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 23 March 2012 (14 years old)
- Registered office
- 5 Argosy Court, Scimitar Way Whitley Business Park, Coventry, West Midlands, CV3 4GA
- Nature of business
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- Activities of financial services holding companies (SIC 64205)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Glen James Callow | Director | Sep 1976 | 1 Sep 2012 | 1 other company |
| Jamie Brian Skelding | Director | Aug 1966 | 17 Oct 2018 | 20 other companies |
| Morgan Neil Davies | Director | Jul 1975 | 19 Jun 2025 | 10 other companies |
Other companies run by these 3 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
- 22
- closed down
- 13
- run together
- 9
In the full report: all 22 companies, named
- What each company does, and whether it is still trading
- Which of these 3 directors sit on each board, and since when
- Any that went into liquidation or administration
- The 9 companies these 3 directors run together
- All 5 people who have ever been directors, with their dates
Filed accounts and finances
Total equity
£247k
−5.3% from £261k
Cash at bank
£228k
No earlier figure to compare
Employees (average)
7
+17% from 6
Owed within a year
£88.2k
+13% from £78.1k
Assets and liabilities
In the full report: all 7 years of accounts
- Every year from 2019 to 2025
- The chart, 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 08003140. 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
Prime Wealth Planning’s history from the FCA register and Companies House, newest first.
2021
7 April 2021
- Prime Accountants & Business Advisers Limited became a part-owner (25–50% of shares)
Companies House
2016
6 April 2016
- Glen James Callow became a part-owner (25–50% of shares)
Companies House
2012
14 August 2012
- Became an appointed representative
FCA register
23 March 2012
- 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 Prime Wealth Planning
Other firms of the same type (financial adviser), nearest first.
In Coventry
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 Prime Wealth Planning
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 22 other companies its directors have run, named
- 3 background checks on its contact details
- 7 years of accounts, charted
- All 13 events in its history
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Frequently asked questions about this firm
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How long has Prime Wealth Planning been in business?
What do Prime Wealth Planning’s latest accounts show?
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