PRM Wealth Management Ltd
Reference number: 531741
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No longer an appointed representative
This firm is still listed on the FCA register, but the record is closed. Cover on business done while it was authorised generally still applies, and it cannot take on new regulated business. Registration ended 16 September 2010.
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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Last known website
connectedfinancial.co.uk
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Last known phone number
07528 327765
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Last known address
St. James's Place, One Central Boulevard, Blythe Valley Park, Shirley, Solihull, West Midlands, B90 8BG, United Kingdom
In the full report: 3 background checks, 2 things worth a closer look
- When connectedfinancial.co.uk first appeared online, and whether it can receive email
- What kind of line 07528 327765 is, and the other firm that gives it
- Whether B90 8BG is a shared office: 45 other firms give it
Other names (5)
If you were contacted under any of these names, it is this firm.
- Connected Financial Planning Trading name: A name it trades under now.
- Paul Morgan Former name: A name it was registered under before.
- Morgan & Co Former trading name: A name it used to trade under.
- Morgan & Co Chartered Financial Planners Former trading name: A name it used to trade under.
- Morgan & Co Financial Planners Former trading name: A name it used to trade under.
Past FCA permissions and consumer protection
- The record is closedCover you already have generally survives the cancellation: FSCS exists for firms that have failed, and the Financial Ombudsman Service can look at a complaint about a firm that has stopped trading, as long as the business was done while it was authorised. New business with this firm has no cover at all, because it is no longer permitted to carry it out.
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
- 07670414 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 15 June 2011 (15 years old)
- Registered office
- Greville House, 10 Jury Street, Warwick, Warwickshire, CV34 4EW
- Nature of business
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- Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Paul Robert Morgan | Director | Nov 1975 | 15 Jun 2011 | 3 other companies |
| Paul Robert Morgan | Secretary | Not published | 15 Jun 2011 | – |
Other companies run by its director
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
- 3
- closed down
- 1
- is FCA-registered
- 1
In the full report: all 3 companies, named
- What each company does, and whether it is still trading
- Which of its director sits on each board, and since when
- Any that went into liquidation or administration
- The one on the FCA register
- All 2 people who have ever been directors, with their dates
Filed accounts and finances
Net assets
£4,564
−70% from £15.1k
Employees (average)
2
Same as 2
Owed within a year
£285k
+41% from £203k
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 07670414. 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
PRM Wealth Management’s history from the FCA register and Companies House, newest first.
2026
20 July 2026
- Paul Robert Morgan stopped being the majority owner
- Prm Wealth Services Ltd took control (75–100% of shares)
- Simone Morgan stopped being a part-owner
Companies House
2020
15 June 2020
- Simone Morgan became a part-owner (25–50% of shares)
Companies House
2016
6 April 2016
- Paul Robert Morgan became the majority owner (50–75% of shares)
Companies House
2012
26 March 2012
- Changed its registered name from "Paul Morgan"
FCA register
2011
15 June 2011
- Incorporated at Companies House
Companies House
2010
16 September 2010
- Stopped being an appointed representative
FCA register
In the full report: all 18 events
- All 18 events in its history (8 shown here)
- Every director appointment and resignation: 3
Firms connected to PRM Wealth Management
Other FCA-listed firms that share a director, phone number or address with PRM Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 1
- share a director
- 1
- share its phone number
- 1
In the full report: the connected firm, named
- How it is linked: shared directors (1), the same phone number (1), the same postcode (1)
- Who links it to this firm: the named directors, with dates
Firms like PRM Wealth Management
Other firms of the same type (financial adviser), nearest first.
In Solihull
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 PRM Wealth Management
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 3 other companies its directors have run, named
- 3 background checks on its contact details, 2 flagged
- 7 years of accounts, charted
- All 18 events in its history
- 1 connected firm, named, and who links them
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Frequently asked questions about this firm
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How long has PRM Wealth Management been in business?
What do PRM Wealth Management’s latest accounts show?
Does PRM Wealth Management use any other names?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Report a scam to the FCA fca.org.uk