CWM Wealth Management Limited

FRN: 502152
Companies House: 13743975
Last scraped: 2 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

Birch House

Ransom Wood Business Park

Mansfield

Nottinghamshire

NG21 0HJ

UNITED KINGDOM

Phone

+4407815656797

Web

https://www.collinswm.co.uk

Approved individuals

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

Ben Arthur Collins
IRN BAC01096
- Employed By (since 6 Jan 2012)
James William Ford
IRN JWF01072
- Employed By (since 1 Dec 2017)
Michael Alan Collins
IRN MAC00060
- Employed By (9 Jun 2009 to 15 Feb 2021)
Sarah Louise Collins
IRN SXC00827
- Employed By (since 25 Jul 2022)
Sarah Parr
IRN SXF01503
- Employed By (since 12 May 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.