Personal Wealth Management (South Wales) Ltd

Reference number: 784785

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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
  • GlynNeath Financial Services

Company details

From the company's Companies House record.

Company number
10852780
Company status
Active
Company type
Private limited company
Incorporated
6 July 2017 (9 years old)
Registered office
20 High Street, Newbridge, Newport, NP11 4EZ, Wales
Nature of business
  • Other service activities not elsewhere classified (SIC 96090)

Current directors and secretaries

Name Role Born Appointed
Ian Paul Rosser Director Aug 1968 6 Jul 2017
Ian Paul Rosser Secretary Not published 6 Jul 2017

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.

    Check your FSCS cover →

Show FCA detail (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Dealing in investments as agent
  • Making arrangements with a view to transactions in investments

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.

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Common questions

Frequently asked questions

Is Personal Wealth Management (South Wales) Ltd FCA authorised?
Yes, Personal Wealth Management (South Wales) Ltd (FRN 784785) is authorised by the FCA to carry out regulated activities.
Is my money safe with Personal Wealth Management (South Wales)?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Personal Wealth Management (South Wales) to the Financial Ombudsman Service, free of charge.
Is Personal Wealth Management (South Wales) a scam or clone?
Personal Wealth Management (South Wales) 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 Personal Wealth Management (South Wales)'s Firm Reference Number (FRN)?
Personal Wealth Management (South Wales)'s FRN is 784785. You can verify it on the FCA register.