Primera Wealth Management Limited
- Company number
- 10728499
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 19 Apr 2017
- Nature of business
- Activities auxiliary to financial intermediation n.e.c.
- Corporate group
- GMV Nominees Ltd (48343 companies)
Registered office
Officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| HESKETH, David John Philip | Director | 15 Nov 2023 | 27 Jul 2026 |
| HEPWORTH, Julie Suzanne | Director | 15 Nov 2023 | 14 Aug 2026 |
| WILKINSON, Ian Mitcheal | Director | 15 Nov 2023 | 14 Aug 2026 |
| WARD, Sam Philip | Director | 27 Jul 2026 |
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Neil Donnelly | Ownership Of Shares 50 To 75 Percent Voting Rights 50 To 75 Percent Right To Appoint And Remove Directors |
19 Apr 2017 | 15 Nov 2023 |
| Pfm Group Limited | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors |
15 Nov 2023 |
Accounts
| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Dec 2025 | - | - | - |
| 31 Dec 2024 | - | - | - |
| 30 Sep 2023 | £770,038 | £671,916 | 10 |
| 30 Sep 2022 | £555,584 | £556,518 | 9 |
| 30 Sep 2021 | £438,364 | £457,111 | 9 |
| 30 Sep 2020 | £373,969 | £421,745 | 8 |
| 30 Sep 2019 | £249,424 | £266,220 | 5 |
| 30 Sep 2018 | £109,397 | £144,259 | 2 |
| 30 Sep 2017 | - | £59,045 | 2 |
Connections
Owned by
Primera Wealth Management Limited → PFM Group Limited → Perspective Financial Group Limited
Directors’ other companies
- WARD, Sam Philip - Director at Perspective (Oxon) Limited
- WARD, Sam Philip - Director at Informed Financial Advice Limited
- WARD, Sam Philip - Director at Platinum Portfolios Limited
- WARD, Sam Philip - Director at Perspective (Prosser Knowles) Limited
- WARD, Sam Philip - Director at Charles Reynolds & Associates Limited
- WARD, Sam Philip - Director at Foinaven Asset Management Ltd
- WARD, Sam Philip - Director at JRT Wealth Management Limited
- WARD, Sam Philip - Director at Granite Coast Ltd
- WARD, Sam Philip - Director at P Bennett & Associates Limited
- WARD, Sam Philip - Director at Perspective (North) Limited
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