This firm is no longer registered as an appointed representative.

It cannot legally carry out FCA-regulated activities. If anyone is currently dealing with this firm as if it still has permission, treat that as a serious red flag and verify directly with the FCA.

CFS Wealth Management LLP

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FRN: 220844
Last scraped: 2 weeks ago

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Addresses

The contact details this firm has registered with the FCA.

Principal Place of Business

15 Osborns Court

Olney

Buckinghamshire

MK46 4LA

UNITED KINGDOM

Phone

+4401234714317

Web

https://www.complete-financial-services.com

Approved individuals

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

Sarah Louise Bove
IRN SLB01186
- Employed By (3 Oct 2014 to 25 Sep 2019)
Stephen Derek Rossiter Griffin
IRN SDG00009
- Employed By (9 Feb 2004 to 28 Feb 2006)
Sylvia Helen Mitchell
IRN SHM00005
- Employed By (22 Jan 2004 to 22 Jan 2005)
Toni Maynard
IRN TXM00003
- Employed By (10 Dec 2003 to 21 Mar 2008)

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.