Principle Wealth Management Ltd

Reference number: 624578

Instant download

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Authorised for 12 years
Your funds are protected by FSCS
No FCA actions
Active company since 2010
Accounts filed up to 30 June 2026
1 thing worth a closer look in the background checks

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.

Website

p-wm.co.uk (opens in a new tab)
Phone number

07939 723893
Address

8 Rawdon Road, Horsforth, Leeds, West Yorkshire, LS18 5DZ, United Kingdom

In the full report: 3 background checks, 1 thing worth a closer look

When p-wm.co.uk first appeared online, and whether it can receive email
What kind of line 07939 723893 is
Who else gives the postcode LS18 5DZ

Other names (1)

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

Principle Wealth Management Limited Former name: A name it was registered under before.

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: 07283397 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 14 June 2010 (16 years old)
Registered office: 8 Rawdon Road, Horsforth, Leeds, LS18 5DZ
Nature of business: Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Vincent Charles Knight	Director	Mar 1976	14 Jun 2010	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

Filed accounts and finances

Year to 30 June 2026Micro-entity accountsNot audited

Net assets

£370k

+13% from £327k

Employees (average)

Same as 1

Owed within a year

£47.3k

−17% from £56.9k

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

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 07283397. 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

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

Key events (5) All events (10)

2018

9 January 2018

Changed its registered name from "Principle Wealth Management Limited"

FCA register

2017

1 April 2017

Vincent Charles Knight took control (75–100% of shares)

Companies House

2014

1 October 2014

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

FCA register

2010

14 June 2010

Incorporated at Companies House

Companies House

In the full report: all 10 events

All 10 events in its history (5 shown here)
Every director appointment and resignation: 3

Firms like Principle Wealth Management

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

In Leeds

2 Plan Wealth Management LimitedLeedsAuthorised A. Bianchi Financial Solutions LimitedLeedsAuthorised Age Partnership Wealth Management LimitedLeedsAuthorised Apollo Financial Consultancy LtdLeedsAuthorised Bareham Independent Financial Advisers LimitedLeedsAuthorised Bartlett Wealth Management LtdLeedsAuthorised

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 Principle Wealth Management

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, 1 flagged
7 years of accounts, charted
All 10 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Principle Wealth Management Ltd FCA authorised?

Yes, Principle Wealth Management Ltd (FRN 624578) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since October 2014 and works as a financial adviser. The FCA has placed no limits on its permissions.

What is Principle Wealth Management’s phone number and website?

The FCA register lists the phone number 07939 723893 and the website p-wm.co.uk for Principle Wealth Management. If you were given different contact details, use these to check with the firm before going any further.

Is Principle Wealth Management a scam or clone?

Principle 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 Principle 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 Principle Wealth Management to the Financial Ombudsman Service, free of charge.

Who owns Principle Wealth Management?

Companies House lists one person with significant control of Principle Wealth Management: Mr Vincent Charles Knight (75–100% of shares).

Who runs Principle Wealth Management?

Companies House lists one director of Principle Wealth Management: Vincent Charles Knight.

How long has Principle Wealth Management been in business?

The company was formed on 14 June 2010, and has held its current FCA authorisation since October 2014.

What do Principle Wealth Management’s latest accounts show?

Its latest accounts, to 30 June 2026, show net assets of £370k (+13% from £327k).

Does Principle Wealth Management use any other names?

It has previously used the name Principle Wealth Management Limited.

Sources and links

Its entry on the FCA register register.fca.org.uk
Its Companies House record gov.uk
Check your FSCS cover fscs.org.uk
Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
Report a scam to the FCA fca.org.uk