PRM Wealth Services Ltd
Reference number: 1057156
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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 under a year
- Protected through the principal
- No FCA actions
- Active company since 2026
- Its phone number is also given by a firm that is no longer authorised
- One of its directors is also a director of a firm that is no longer authorised
- 1 thing worth a closer look in the background checks
Responsible principal firm
St. James's Place Wealth Management Plc Reference number: 195351 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.
- PRM Wealth Services Ltd (FRN 1057156) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use PRM Wealth Services's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from PRM Wealth Services, 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
Also given by a firm that is no longer authorised. Check you are dealing with the firm on this page.
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Address
One Central Boulevard, Central Boulevard, Blythe Valley Park, Shirley, Solihull, Solihull, B90 8BG, United Kingdom
In the full report: 3 background checks, 1 thing 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: 44 other firms give it
Other names (1)
If you were contacted under any of these names, it is this firm.
- Connected Financial Planning Trading name: A name it trades under now.
FCA permissions and consumer protection
- Protection through the principal firmProtection works through St. James's Place Wealth Management PLC, 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 number
- 17172755 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 21 April 2026 (less than a year old)
- Registered office
- Greville House, 10 Jury Street, Warwick, Warwickshire, CV34 4EW, United Kingdom
- 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 | 21 Apr 2026 | 3 other companies |
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, including one no longer authorised
Key dates in its history
PRM Wealth Services’s history from the FCA register and Companies House, newest first.
2026
6 July 2026
- Became an appointed representative
- Began trading as "Connected Financial Planning"
FCA register
21 April 2026
- Incorporated at Companies House
- Paul Robert Morgan took control (75–100% of shares)
- Paul Robert Morgan appointed as a director
Companies House
Director appointments and resignations, and trading names, appear under All events.
Firms connected to PRM Wealth Services
Other FCA-listed firms that share a director, phone number or address with PRM Wealth Services. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 1
- no longer authorised
- 1
- share a director
- 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 Services
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 Services
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, 1 flagged
- All 5 events in its history
- 1 connected firm, named, and who links them
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Frequently asked questions about this firm
Is PRM Wealth Services Ltd FCA authorised?
What does appointed representative mean for PRM Wealth Services?
What is PRM Wealth Services’ phone number and website?
Is PRM Wealth Services a scam or clone?
Is my money safe with PRM Wealth Services?
Who owns PRM Wealth Services?
Who runs PRM Wealth Services?
How long has PRM Wealth Services been in business?
Does PRM Wealth Services use any other names?
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