Premier Commercial Wealth Management Ltd
Reference number: 580514
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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.
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Verified website
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Verified phone number
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Verified address
2 Mount St. Albans, Catsash, Newport, NP18 1LD, United Kingdom
- Premier Commercial Financial Planners
Company details
From the company's Companies House record.
- Company number
- 07903299
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 10 January 2012 (14 years old)
- Registered office
- 2 Mount St. Albans, Catsash, Newport, NP18 1LD, Wales
- Nature of business
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- Other activities auxiliary to insurance and pension funding (SIC 66290)
Current directors and secretaries
| Name | Role | Born | Appointed |
|---|---|---|---|
| Jonathan James Williams | Director | Jun 1974 | 3 Mar 2012 |
| Paul Tracey | Director | Feb 1968 | 3 Mar 2012 |
| Shantel Louise Williams | Director | Apr 1972 | 31 Mar 2021 |
| Michelle Sarah Tracey | Director | Mar 1974 | 31 Mar 2021 |
Activities and protection
What they can do, and how you are protected
- Give regulated advice FSCS may applyA 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 applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
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
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.
Names it no longer trades under
This firm has retired one trading name. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.
Show the retired name
- premier Commercial Chartered Financial Planners
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