Samra Wealth Management Ltd

Reference number: 515289

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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.

Responsible principal firm

St. James's Place Wealth Management Plc Reference number: 195351 Authorised 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.
  • Samra Wealth Management Ltd (FRN 515289) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Samra Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Samra Wealth Management, 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.

In the full report: 3 background checks

  • When samrawm.co.uk first appeared online, and whether it can receive email
  • What kind of line 0115 922 6424 is
  • Who else gives the postcode NG9 2NR
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Other names (1)

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

  • Pervitter Samra Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection 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, free
    You 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
07146037
Company status
Active
Company type
Private limited company
Incorporated
4 February 2010 (16 years old)
Registered office
42 Wollaton Road, Beeston, Nottingham, NG9 2NR
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Pervitter Singh Samra Director Sep 1974 4 Feb 2010 None
Rapinder Kaur Samra Director Jan 1980 28 Jan 2015 1 other company

Other companies run by these 2 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 company
1
closed down
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
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Filed accounts and finances

Year to 31 March 2026Small company accountsNot audited

Net assets

−£45.1k

−127% from £170k

Cash at bank

£23.1k

−84% from £144k

Employees (average)

6

No earlier figure to compare

Owed within a year

£147k

−44% from £263k

Net assets are negative: on its last balance sheet the company owed £45.1k more than it owned.

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
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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.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 07146037. 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

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

2022

20 May 2022

  • Rapinder Kaur Samra became a part-owner (25–50% of shares)

Companies House

2017

4 February 2017

  • Pervitter Singh Samra became a part-owner (25–50% of shares)

Companies House

2015

28 January 2015

  • Rapinder Kaur Samra appointed as a director

Companies House

2011

12 April 2011

  • Changed its registered name from "Pervitter Samra"

FCA register

2010

4 February 2010

  • Incorporated at Companies House
  • Pervitter Singh Samra appointed as a director

Companies House

2009

29 December 2009

  • Became an appointed representative

FCA register

Director appointments and resignations, and trading names, appear under All events.

Firms like Samra Wealth Management

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

In Nottingham

Adrian WrightNottinghamAppointed representativeAltitude Financial Solutions LtdNottinghamAppointed representativeAndrew OrwinNottinghamAppointed representativeAnuj DalNottinghamAppointed representativeArtemis Financial Planning LimitedNottinghamAppointed representativeAshleyjai Wealth Management LimitedNottinghamAppointed representative

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 Samra Wealth Management

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

  • 1 other company its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 7 events in its history

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Frequently asked questions about this firm

Is Samra Wealth Management Ltd FCA authorised?
Samra Wealth Management Ltd (FRN 515289) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Samra Wealth Management?
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. Samra Wealth Management Ltd (FRN 515289) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Samra Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Samra Wealth Management, 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.
What is Samra Wealth Management’s phone number and website?
The FCA register lists the phone number 0115 922 6424 and the website samrawm.co.uk for Samra Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Samra Wealth Management a scam or clone?
Samra 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 Samra Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Samra Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Samra Wealth Management?
Companies House lists 2 people with significant control of Samra Wealth Management: Mrs Rapinder Kaur Samra (25–50% of shares) and Mr Pervitter Singh Samra (25–50% of shares).
Who runs Samra Wealth Management?
Companies House lists 2 directors of Samra Wealth Management: Pervitter Singh Samra and Rapinder Kaur Samra.
How long has Samra Wealth Management been in business?
The company was formed on 4 February 2010.
What do Samra Wealth Management’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of −£45.1k (−127% from £170k) and cash at bank of £23.1k (−84% from £144k).
Does Samra Wealth Management use any other names?
It has previously used the name Pervitter Samra.

Sources and links

The full report on Samra Wealth Management Ltd

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