Performance Wealth Management Limited
aka PWMsolutions, 365 Investment Management, Performance Wealth Management Limited
About
Contact us We know how much it means to you And we’ll be with you every step of the way, helping you build, grow, and protect your wealth. At Performance Wealth Management… We believe that managing wealth is not just about numbers—it’s about people. Whether you are planning for retirement, managing an inheritance, or looking […]
Source: pwmsolutions.co.ukContact & Location
Specialisms
Regulatory Information
- FRN
- 824132
- Status
- Authorised
- Date Authorised
- 14 May 2019
- Years Authorised
- 6 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Acting as a CBTL arranger
- ✓Acting as a CBTL advisor
- ✓CBTL Status
- ✓CBTL Effective Date
- ✓Agreeing to carry on a regulated activity
- ✓Acting as a CBTL Arranger
- ✓Acting as a CBTL Advisor
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Making arrangements with a view to regulated mortgage contracts
- ✓Arranging (bringing about) regulated mortgage contracts
- ✓Advising on regulated mortgage contracts
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 10797986
- Company Status
- Active
- Incorporation Date
- 1 June 2017
- Directors
- 2
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 May 2025
- SIC Codes
- 66190
Team (13)
Robert Joseph Newark
ApprovedCertifiedCraig Gavin Wyllie
ApprovedCertifiedJohn Douglas Leslie
CertifiedPanos Simou
CertifiedAlexander James Dunkley
CertifiedWilliam Alexander Baird
CertifiedHarry Nicholas Yoxall
CertifiedSimon Jonathan Leifer
No longer requiredSheila Carnegie
No longer requiredDavid Patrick Crofton McLaughlin
No longer requiredMax James Leslie
No longer requiredGregory Bradley
No longer requiredDeelan Maksood Hourami
No longer required
Quick Facts
- London, London
- 6 years FCA-authorised
- 16 registered individuals
- 4 specialisms
- 14 FCA permissions
- CH 10797986
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.