PERFORMANCE WEALTH MANAGEMENT LTD

Reference number: 824132

Instant download

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Identity

Check their details

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.

Also trades as
  • 365 Investment Management
  • PWMsolutions

Company details

From the company's Companies House record.

Company number
10797986
Company status
Active
Company type
Private limited company
Incorporated
1 June 2017 (9 years old)
Registered office
352-356 Battersea Park Road, London, SW11 3BY, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Current directors and secretaries

Name Role Born Appointed
Craig Gavin Wyllie Director Nov 1987 1 Jun 2017
Robert Joseph Newark Director Dec 1949 23 Aug 2018

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • 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.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.

Check your FSCS cover →

Show FCA detail (11 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL Advisor
  • Acting as a CBTL arranger
  • Acting as a CBTL Arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

Limits on what they may do

  • May control money if settlement through a mandate.
    The general requirement not to hold or control CLIENT MONEY does not restrict the firm from controlling CLIENT MONEY if it arises from an agreement under which the firm effects settlement through a mandate or otherwise.

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Download this page as a PDF report

£5 for a clean, timestamped copy you can keep, file or send on. It also helps keep the site free to use and free of ads.

Instant download

Common questions

Frequently asked questions

Is PERFORMANCE WEALTH MANAGEMENT LTD FCA authorised?
Yes, PERFORMANCE WEALTH MANAGEMENT LTD (FRN 824132) is authorised by the FCA to carry out regulated activities.
Is my money safe with PERFORMANCE WEALTH MANAGEMENT?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about PERFORMANCE WEALTH MANAGEMENT to the Financial Ombudsman Service, free of charge.
Is PERFORMANCE WEALTH MANAGEMENT a scam or clone?
PERFORMANCE WEALTH MANAGEMENT is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is PERFORMANCE WEALTH MANAGEMENT's Firm Reference Number (FRN)?
PERFORMANCE WEALTH MANAGEMENT's FRN is 824132. You can verify it on the FCA register.