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.

Crescent Wealth Management Limited

Watch for changes

FRN: 767906
Companies House: 10526648
Last scraped: 2 days ago

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Addresses

The contact details this firm has registered with the FCA.

Principal Place of Business

2 Long Orchard

Cranbrook

Exeter

Devon

EX5 7BA

UNITED KINGDOM

Phone

+4401404514851

Web

https://www.crescentwm.co.uk

Approved individuals

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

Samantha Claire Kerswill
IRN SXK00694
- Employed By (11 Oct 2023 to 29 Feb 2024)
Samuel Ian Paul Williams
IRN SIW01011
- Employed By (3 Jan 2017 to 18 Mar 2024)

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.