PRM Wealth Management Ltd

Reference number: 531741

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No longer an appointed representative

This firm is still listed on the FCA register, but the record is closed. Cover on business done while it was authorised generally still applies, and it cannot take on new regulated business. Registration ended 16 September 2010.

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.

  • Last known website

    connectedfinancial.co.uk

  • Last known phone number

    07528 327765

  • Last known address

    St. James's Place, One Central Boulevard, Blythe Valley Park, Shirley, Solihull, West Midlands, B90 8BG, United Kingdom

Also trades as
  • Connected Financial Planning

Company details

From the company's Companies House record.

Company number
07670414
Company status
Active
Company type
Private limited company
Incorporated
15 June 2011 (15 years old)
Registered office
Greville House, 10 Jury Street, Warwick, Warwickshire, CV34 4EW
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Current directors and secretaries

Name Role Born Appointed
Paul Robert Morgan Director Nov 1975 15 Jun 2011
Simone Morgan Director Oct 1976 15 Mar 2018
Paul Robert Morgan Secretary Not published 15 Jun 2011

Check on the FCA register → Report a scam →

Activities and protection

What the record covers, and how you are protected

  • The record is closed
    Cover you already have generally survives the cancellation: FSCS exists for firms that have failed, and the Financial Ombudsman Service can look at a complaint about a firm that has stopped trading, as long as the business was done while it was authorised. New business with this firm has no cover at all, because it is no longer permitted to carry it out.

Track record

FCA actions and complaints

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

Previously registered as

The FCA register holds one earlier registered name for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Paul Morgan

Names it no longer trades under

This firm has retired 3 trading names. 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 names
  • Morgan & Co
  • Morgan & Co Chartered Financial Planners
  • Morgan & Co Financial Planners

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Common questions

Frequently asked questions

Is PRM Wealth Management Ltd FCA authorised?
No. PRM Wealth Management Ltd (FRN 531741) is still listed on the FCA register, but the record is closed: no longer an appointed representative.
Is my money safe with PRM Wealth Management?
Money you handed over while it was authorised generally keeps its protection: FSCS covers firms that have failed, and the Financial Ombudsman Service can look at a complaint about a firm that has stopped trading. New business with PRM Wealth Management has no cover, because it is no longer permitted to carry it out.
Is PRM Wealth Management a scam or clone?
PRM Wealth Management is not currently authorised by the FCA. Be cautious and verify any firm on the FCA register before dealing with it.
What is PRM Wealth Management's Firm Reference Number (FRN)?
PRM Wealth Management's FRN is 531741. You can verify it on the FCA register.