CMS Wealth Ltd
aka CMS Invest, CMS Wealth Ltd
About
Working with clients throughout the UK. We provide quality financial advice by creating personalised solutions for our clients.
Source: cmswealth.co.ukContact & Location
Specialisms
Regulatory Information
- FRN
- 586862
- Status
- Authorised
- Date Authorised
- 2 April 2013
- Years Authorised
- 12 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Debt-counselling
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 08087381
- Company Status
- Active
- Incorporation Date
- 29 May 2012
- Directors
- 4
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 August 2025
- SIC Codes
- 64999
Team (17)
Julie Joan Wigg
ApprovedDavid Keith Marler
ApprovedTammy Bloxham
ApprovedRyan Carter
ApprovedCertifiedAlison Sarah Loder
CertifiedKriss Elsdon
CertifiedConnor James Tustain
CertifiedGreig Ross
CertifiedAndrew Roberts
CertifiedTom Arron Batchelor
CertifiedWayne Andrew Collard
CertifiedJulian Anthony Palmer
CertifiedBaylee Cannon
CertifiedAndrew John Morris
CertifiedSimon Hall
CertifiedScarlett Ami Marler
CertifiedClaire Watson
ApprovedCertified
Google Reviews
16 reviews on Google
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Quick Facts
- Aynho, East Midlands
- 12 years FCA-authorised
- 20 registered individuals
- 4 specialisms
- 5 FCA permissions
- CH 08087381
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.