Robert Graham Financial Ltd

Reference number: 440201

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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.

  • No website on the FCA register

  • Phone number

    0161 832 4433

  • Address

    Robert Graham, 15 Oxford Court, Manchester, M2 3WQ, United Kingdom

In the full report: 2 background checks

  • What kind of line 0161 832 4433 is, and the other firm that gives it
  • Who else gives the postcode M2 3WQ
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Other names (1)

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

  • Confier Wealth Management Trading 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.
  • 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
03516756
Company status
Active
Company type
Private limited company
Incorporated
25 February 1998 (28 years old)
Registered office
15 Oxford Court, Manchester, M2 3WQ, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)
  • Pension funding (SIC 65300)

Directors and company secretaries

Name Role Born Appointed Other companies
Jack Graham Director Sep 1985 25 Sep 2019 4 other companies
Premal Bhupendra Prajapati Director Jan 1988 2 Apr 2026 11 other companies
Mark Antony Smith Director Jul 1970 2 Apr 2026 23 other companies
James Edward Tapley Director Aug 1979 2 Apr 2026 14 other companies
Robert Herbert Graham Director Nov 1958 28 Apr 2026 3 other companies

Other companies run by these 5 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
30
closed down
4
are FCA-registered
3

In the full report: all 30 companies, named

  • What each company does, and whether it is still trading
  • Which of these 5 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 3 on the FCA register
  • The 12 companies these 5 directors run together
  • All 6 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 September 2025Full accountsNot audited

Total equity

£1.68m

+14% from £1.47m

Cash at bank

£1.73m

+5.4% from £1.65m

Owed within a year

£120k

−51% from £244k

Total equity

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
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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 03516756. 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

Robert Graham Financial’s history from the FCA register and Companies House, newest first.

Key events (9) All events (20)

2026

2 April 2026

  • Confier Wealth Bidco Limited took control (75–100% of shares)
  • Robert Graham gave up control

Companies House

2016

6 April 2016

  • Robert Graham took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2006

3 January 2006

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

FCA register

2005

6 October 2005

  • Regulated by the Financial Market Authority from this date
  • No longer regulated by the Financial Market Authority

FCA register

1998

25 February 1998

  • Incorporated at Companies House

Companies House

In the full report: all 20 events

  • All 20 events in its history (9 shown here)
  • Every director appointment and resignation: 7
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Firms connected to Robert Graham Financial

Other FCA-listed firms that share a director, phone number or address with Robert Graham Financial. 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
  • 2 past links through former directors
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Firms like Robert Graham Financial

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

In Manchester

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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 Robert Graham Financial

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

  • 30 other companies its directors have run, named
  • 2 background checks on its contact details
  • 7 years of accounts, charted
  • All 20 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Robert Graham Financial Ltd FCA authorised?
Yes, Robert Graham Financial Ltd (FRN 440201) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2006 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Robert Graham Financial’s phone number?
The FCA register lists the phone number 0161 832 4433 for Robert Graham Financial. 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 Robert Graham Financial a scam or clone?
Robert Graham Financial 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 Robert Graham Financial?
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 Robert Graham Financial to the Financial Ombudsman Service, free of charge.
Who owns Robert Graham Financial?
Robert Graham Financial is owned by Confier Wealth Bidco Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 2 April 2026. Before that, it was controlled by Robert Graham.
Who runs Robert Graham Financial?
Companies House lists 5 directors of Robert Graham Financial: Jack Graham, Premal Bhupendra Prajapati, Mark Antony Smith, James Edward Tapley and Robert Herbert Graham.
How long has Robert Graham Financial been in business?
The company was formed on 25 February 1998, and has held its current FCA authorisation since January 2006.
What do Robert Graham Financial’s latest accounts show?
Its latest accounts, to 30 September 2025, show total equity of £1.68m (+14% from £1.47m) and cash at bank of £1.73m (+5.4% from £1.65m).
Does Robert Graham Financial use any other names?
It trades as Confier Wealth Management.

Sources and links

The full report on Robert Graham Financial Ltd

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