CPN Investment Management LLP

Date authorised
1 April 2013
Companies House
OC372035
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    All Saints Church
    West Pallant
    Chichester
    West Sussex
    PO19 1TD
    UNITED KINGDOM
    Phone
    +4401243780077
    Web
    https://www.cpngroup.co.uk

  • Complaints Contact

    All Saints Church
    West Pallant
    Chichester
    West Sussex
    PO19 1TD
    UNITED KINGDOM
    Phone
    +4401243780077

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • P2P Lending Advice

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

  • Pension Transfer Advice

    For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Equity Release Advice

    For Customer, Home reversion plans

  • Investment Advice (no pensions)

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Equity Release Arranging

    For Customer, Home reversion plans

  • Arranges Investments

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Alternative Debenture, Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Arranges Asset Safekeeping

    For Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, Personal pension scheme, Rights to or interests in investments (Security), Share, Unit

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Insurance Admin

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Stockbroking

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Structured Deposits, Unit

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Debt Negotiation

    Show 1 limitation
    • · Limited to debt adjusting excluding the conclusion or administration of debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.

  • Debt Advice

    Show 1 limitation
    • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.

  • Equity Release Setup

    For Customer, Home reversion plans

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Alternative Debenture, Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Manages Your Portfolio

    For Retail (Investment), Alternative Debenture, Certificates representing certain security, Debenture, Government and public security, Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

Approved individuals

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

  • Gareth Pulman

    IRN GJP01068

    • [FCA CF] Client dealing (15 Apr 2024 to 28 Feb 2026)
    • Appointed representative dealing with clients for which they require qualification (15 Apr 2024 to 28 Feb 2026)
  • Helen Ruth Craft

    IRN HRC01015

    • CF30 Customer (12 Feb 2015 to 2 Nov 2016)
  • Jonathan Duguid Dawson

    IRN JDD01088

    • [FCA CF] Functions requiring qualifications (9 Dec 2020 to 31 Jan 2022)
    • CF30 Customer (16 Nov 2016 to 25 May 2022)
  • Karen Lesley McGrath

    IRN KXL01184

    • CF30 Customer (17 Feb 2015 to 2 Nov 2016)
  • Kathryn Duffield

    IRN KXD01278

    • CF30 Customer (20 Nov 2012 to 15 May 2014)
  • Kay Irene Ovenden

    IRN KIO01001

    • CF30 Customer (20 Nov 2012 to 15 Jul 2015)
  • Lucyna Kupczak

    IRN LXK01250

    • CF30 Customer (21 May 2013 to 8 Dec 2019)
  • Nadia Davinia Sutherland

    IRN NDS01034

    • [FCA CF] Client dealing (9 Dec 2019 to 28 Feb 2026)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 28 Feb 2026)
    • CF30 Customer (20 Nov 2012 to 14 Mar 2026)
  • Patrick John Long

    IRN PXL11728

    • Appointed representative dealing with clients for which they require qualification (1 Nov 2022 to 28 Feb 2026)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 28 Feb 2026)
    • [FCA CF] Client dealing (9 Dec 2019 to 28 Feb 2026)
    • CF30 Customer (25 Feb 2019 to 14 Mar 2026)
  • Peter Thomas Vaks

    IRN PTV00001

    • Appointed representative dealing with clients for which they require qualification (15 Jan 2020 to 1 Apr 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Apr 2023)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

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