CFS Wealth Planning Limited

FRN: 911510
Companies House: 11999497
Last scraped: 3 weeks ago

This firm operates as an appointed representative of St. James's Place Wealth Management Plc. 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

15-17 Osborns Court

Olney

Buckinghamshire

MK46 4LA

UNITED KINGDOM

Phone

+4401234714317

Web

https://www.cfswp.co.uk

Approved individuals

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

James Andrew Messenger
IRN JAM01478
- Employed By (since 14 Mar 2023)
Joshua Bove
IRN JXB03546
- Employed By (since 22 Jul 2019)
Livio Gregorio Bove
IRN LGB00001
- Employed By (22 Jul 2019 to 10 Jan 2023)
Marc Lindsay Colin Blackwell
IRN MLB00012
- Employed By (since 22 Jul 2019)
Marc Thomas Tomkins
IRN MXT00495
- Employed By (27 Apr 2023 to 25 Aug 2023)
Roy Brand
IRN RXB00006
- Employed By (since 22 Jul 2019)
Royston John O'Brien
IRN RJO00003
- Employed By (22 Jul 2019 to 31 Mar 2020)
Sukhdeep Singh Sahota
IRN SXS04998
- Employed By (30 Jan 2020 to 29 Jul 2022)

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.