Financial AdviserProfile

CWM Wealth Management Limited

Public-record profile
Birch House, Ransom Wood Business Park, Mansfield, NG21 0HJ
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Profile data from public records and claimed profile updates where available

Not fully verified by VerifiedAdvisers: This profile has been generated from public records. The firm has not yet claimed this page, so we have not completed all member verification checks. Public records can be incomplete or change over time.

CWM Wealth Management Limited is listed as a FCA appointed representative in the NG21 0HJ area. Registered at Companies House in 2021. FCA records list St. James's Place Wealth Management Plc as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2021
Type
FCA appointed representative
Company No.
13743975
SIC
66190
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

St. James's Place Wealth Management Plc, FRN 195351 (Full)

Companies House

CWM WEALTH MANAGEMENT LIMITED is active and was incorporated on 15 November 2021.

Nature of business: 66190 - Activities auxiliary to financial intermediation n.e.c.

Registered office: Birch House, Ransom Wood Business Park Southwell Road West, Rainworth, Mansfield, NG21 0HJ, England

Authorisations

FCAactive
Reference: 502152
Type: FCA appointed representative
Company no.: 13743975
Verified:
View public register

Company Snapshot

Industry
Financial & Investment Services
Data Freshness
Stale (> 1 year)
Accounts last made up to
31 March 2025
Accounts next due
5 January 2027
Accounts type
Total Exemption Full
Employees
12
Equity
£200
Cash
£285,181
Fixed assets
£2,424,665
Current assets
£417,619
Net current assets/liabilities
£101,149
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

COLLINS, Ben Arthur
Appointed 15 November 2021
DOB: 2/1987
COLLINS, Sarah Louise
Appointed 23 June 2022
DOB: 3/1988

Persons with significant control

Mrs Sarah Louise Collins
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
DOB: 3/1988
Mr Ben Arthur Collins
Individual Person With Significant Control, Ownership Of Shares 50 To 75 Percent, Voting Rights 50 To 75 Percent
DOB: 2/1987

Recent Filings

4 November 2025
CS01
confirmation statement with no updates
21 October 2025
AA
accounts with accounts type total exemption full
18 February 2025
AD01
change registered office address company with date old address new address
20 December 2024
AA
accounts with accounts type total exemption full
16 December 2024
CS01
confirmation statement with no updates
18 December 2023
CS01
confirmation statement with no updates

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Location

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You'll find CWM Wealth Management Limited at the location shown on the map in Mansfield.

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ℹ️ Public Records: This profile has been generated from official public records. The adviser has not yet claimed or verified these details.