PrisWM Limited

Reference number: 131446

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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 prismaticwealth.co.uk first appeared online, and whether it can receive email
  • What kind of line 01642 661600 is, and the other firm that gives it
  • Who else gives the postcode TS18 3TX
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Other names (4)

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

  • Willett & Ross Financial Services Limited Former name
  • Willett, Ross & Linthorpe Financial Services Limited Former name
  • Willett, Ross & Partners Limited Former name
  • WR Financial Management Limited Former 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.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • 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 (8 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
  • Assisting in the administration and performance of a contract of insurance
  • Dealing in investments as agent
  • Debt-counselling
  • 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.

Concerns on the company record

  • Confirmation statement is overdue at Companies House.
Company number
02136861
Company status
Active
Company type
Private limited company
Incorporated
3 June 1987 (39 years old)
Registered office
Prismatic House Falcon Court, Preston Farm Industrial Estate, Stockton-On-Tees, TS18 3TX, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)
  • Life insurance (SIC 65110)

Directors and company secretaries

Name Role Born Appointed Other companies
Graham Bernard Laverick Director Sep 1955 14 Oct 1999 9 other companies
Victoria Chantel Harrison Director Feb 1979 21 Jul 2008 6 other companies
Gillian Elizabeth Mackenzie Director May 1968 14 Aug 2019 6 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
10
closed down
6
is FCA-registered
1

In the full report: all 10 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 one on the FCA register
  • The 6 companies these 3 directors run together
  • All 13 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2026Full accountsNot audited

Total equity

£114k

−60% from £287k

Cash at bank

£239k

+40% from £170k

Employees (average)

0

Same as 0

Owed within a year

£317k

<1% from £318k

Assets and liabilities

In the full report: all 6 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.

Accounts filed at Companies House for company 02136861. 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

PrisWM’s history from the FCA register and Companies House, newest first.

Key events (10) All events (31)

2016

6 April 2016

  • Gbl Management Limited took control (75–100% of shares)

Companies House

2014

8 September 2014

  • Changed its registered name from "WR Financial Management Limited"

FCA register

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2003

18 March 2003

  • Changed its registered name from "Willett & Ross Financial Services Limited"

FCA register

2001

1 December 2001

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

FCA register

2000

28 December 2000

  • Changed its registered name from "Willett, Ross & Linthorpe Financial Services Limited"

FCA register

1994

5 December 1994

  • Regulated by the Personal Investment Authority from this date

FCA register

1989

19 April 1989

  • Changed its registered name from "Willett, Ross & Partners Limited"

FCA register

1987

3 June 1987

  • Incorporated at Companies House

Companies House

In the full report: all 31 events

  • All 31 events in its history (10 shown here)
  • Every director appointment and resignation: 17
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Firms connected to PrisWM

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

connected firms
4
share a director
1
share its phone number
1

In the full report: all 4 connected firms, named

  • How each is linked: shared directors (1), the same phone number (1), the same postcode (4)
  • Who links each one: the named directors, with dates
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Firms like PrisWM

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

In Stockton-On-Tees

Andrea Irving-Morse Associates LimitedStockton-on-TeesAuthorisedBJFM LimitedStockton-On-TeesAuthorisedCleveland Wealth Management LtdStockton-on-TeesAuthorisedHolistic Finance LimitedStockton-On-TeesAuthorisedNew World Financial Group LtdStockton-on-TeesAuthorisedSolutions Wealth Management LtdStockton-on-TeesAuthorised

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 PrisWM

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

  • 10 other companies its directors have run, named
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 31 events in its history
  • 4 connected firms, named, and who links them

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Frequently asked questions about this firm

Is PrisWM Limited FCA authorised?
Yes, PrisWM Limited (FRN 131446) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is PrisWM’s phone number and website?
The FCA register lists the phone number 01642 661600 and the website prismaticwealth.co.uk for PrisWM. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm.
Is PrisWM a scam or clone?
PrisWM 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 PrisWM?
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 PrisWM to the Financial Ombudsman Service, free of charge.
Who owns PrisWM?
PrisWM is owned by Gbl Management Limited, which holds 75–100% of shares, since 6 April 2016.
Who runs PrisWM?
Companies House lists 3 directors of PrisWM: Graham Bernard Laverick, Victoria Chantel Harrison and Gillian Elizabeth Mackenzie.
How long has PrisWM been in business?
The company was formed on 3 June 1987, and has held its current FCA authorisation since December 2001.
What do PrisWM’s latest accounts show?
Its latest accounts, to 31 March 2026, show total equity of £114k (−60% from £287k) and cash at bank of £239k (+40% from £170k).
Does PrisWM use any other names?
It has previously used 4 other names, including Willett & Ross Financial Services Limited, Willett, Ross & Linthorpe Financial Services Limited and Willett, Ross & Partners Limited.

Sources and links

The full report on PrisWM Limited

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