Clarity on Premier Wealth Management Harrogate Ltd

Advisors

Navigating the world of financial claims can feel like navigating a maze, especially when reputed entities face questions regarding their practices. If you have ever had dealings with Premier Wealth Management Harrogate Ltd or have heard about the recent financial concerns surrounding the firm, it's essential to be informed and proactive. Here at CP Financial Claims, our goal is to demystify these financial matters and help individuals potentially impacted.

Premier Wealth Management Harrogate Ltd: A Brief Overview

Established as a beacon in the financial world, Premier Wealth Management Harrogate Ltd saw its official dissolution in March 2021. The firm had previously stopped its trading activities in 2019, as stated in its accounts. Notably, by 2019, the company transitioned from having eight employees in 2018 to none.

A significant turning point for Premier Wealth Management Harrogate Ltd was its status with the Financial Conduct Authority (FCA). By 2019, the firm was no longer under FCA regulation. This is vital for individuals to know, as FCA regulation offers a level of assurance to consumers about the practices of financial institutions.

Emerging Issues: What We Know

It's clear that the situation surrounding Premier Wealth Management Harrogate Ltd is not isolated. In the month when Premier Wealth Management Harrogate Ltd faced two claims related to pension transfer advice, several other firms also faced similar issues. Specifically, FSC Investment Services Limited and Craig Mitchell Personal and Corporate Financial Planning faced claims in the same period.

Moreover, other companies like EQ Financial Planning Limited and Hull-based Solutions Financial Services found themselves in challenging waters. Interestingly, the majority of claims against TJM Partnership, which used to trade as T.J Market and Neovision Global Capital, related to personal pensions.

The Broader Context: Birmingham-Based Firm's Legacy

Though Premier Wealth Management Harrogate Ltd was dissolved in March 2021, its presence in the financial sector has left lasting marks. Notably, none of the claims related to the well-known British Steel Pension Scheme issues, as clarified by an FSCS spokesperson. Financial records indicate that for the ten months leading to November 2018, the firm reported a profit of £312,481. The firm's ownership connects to AFH Financial Group, which acquired the firm in November 2018.

How Can CP Financial Claims Assist?

If any of these names - Premier Wealth Management Harrogate Ltd, FSC Investment Services Limited, EQ Financial Planning Limited, among others - sound familiar, it might be a signal to reflect on your financial dealings.

As these financial situations evolve, clarity can sometimes lag. We at CP Financial Claims pride ourselves on bringing that clarity. We specialise in helping individuals navigate the maze of financial misgivings and claims. Our team of experts continuously monitors situations like the one with Premier Wealth Management Harrogate Ltd to provide you with up-to-date, actionable information.

The evolution of this situation demands continuous monitoring. As and when new insights emerge, and we receive more information regarding this firm, we will update this page.

What Happens Next?

Please submit your contact details for a free, no-obligation chat.

Have you Been Affected?

At CP Financial Claims, our goal is utmost transparency. You'll only be charged a fee if we successfully secure financial redress for you. The success fees can range from 15% to 25% of your settlement, depending on the amount. For more information, click here.
In the event that you pursue your claims until the end but they turn out to be unsuccessful, you won't owe any payment. If you decide to cancel your claim after the 14-day cooling-off period but before the process concludes, there may be a cancellation charge. To learn more about cancellation fees, click here.

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