Financial AdviserProfile

CM Finance Limited

Public-record profile

89 Dedworth Road, Windsor, SL4 5BB

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.

CM Finance Limited is listed as a FCA appointed representative in the SL4 5BB area. Registered at Companies House in 2021. FCA records list Connect IFA Ltd as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded

2021

Type

FCA appointed representative

Company No.

13751517

SIC

66190

Services

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

Connect IFA Ltd, FRN 441505 (Full)

Companies House

CM FINANCE LIMITED is active and was incorporated on 18 November 2021.

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

Registered office: 89 Dedworth Road, Windsor, SL4 5BB, England

Authorisations

FCAactive

Reference: 970470

Type: FCA appointed representative

Company no.: 13751517

Verified: —

View public register

Company Snapshot

Industry

Financial & Investment Services

Data Freshness

Stale (> 1 year)

Accounts last made up to

31 December 2024

Accounts next due

30 September 2026

Accounts type

Micro Entity

Charges

Outstanding charges

Insolvency cases

View Companies House profile

People and Control

Active directors

DEVEREUX, Lee Moti

Appointed 6 October 2025

DOB: 11/1976

WHEELER, Claire Jane

Appointed 27 July 2022

DOB: 9/1974

WHEELER, Toby Jonathan

Appointed 18 November 2021

DOB: 8/1977

Persons with significant control

Mr Toby Jonathan Wheeler

Individual Person With Significant Control, Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent

DOB: 8/1977

Recent Filings

1 April 2026

AD01

change registered office address company with date old address new address

31 March 2026

AD01

change registered office address company with date old address new address

12 January 2026

AA01

change account reference date company current extended

7 January 2026

ANNOTATION

legacy

24 November 2025

CS01

confirmation statement with updates

29 October 2025

SH10

capital variation of rights attached to shares

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Location

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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.