Cedar Wealth Planning Ltd

FRN: 709438
Companies House: 08563260
Last scraped: 2 weeks ago

This firm operates as an appointed representative of ELEVATION WEALTH MANAGEMENT LIMITED. Its regulated business runs under their FCA authorisation, and they're legally responsible for what it does.

Addresses

The contact details this firm has registered with the FCA.

Principal Place of Business

Unit 1

Marlin Office Village

1250 Chester Road

Castle Vale

Birmingham

West Midlands

B35 7AZ

UNITED KINGDOM

Phone

+4401214110488

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

Adam Derek Cuthbert
IRN ADC01120
- Employed By (6 Jul 2021 to 12 Feb 2025)
Ian Arden Grummitt
IRN IAG01017
- Employed By (15 Jul 2015 to 9 Apr 2021)
Liam Paul Bray
IRN LXB16077
- Employed By (6 Jul 2021 to 28 Oct 2022)
Neil Maurice King
IRN NMK01031
- Employed By (17 Jul 2015 to 9 Apr 2021)

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.

What it all means

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.