Carpenter Rees Limited

Reference number: 189740

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Company details

From the company's Companies House record.

Company number
03260330
Company status
Active
Company type
Private limited company
Incorporated
8 October 1996 (29 years old)
Registered office
Matches the FCA register address ✓
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)
  • Pension funding (SIC 65300)

Current directors and secretaries

Name Role Born Appointed
Michael William Carpenter Director Jan 1956 8 Oct 1996
Stephen Rees Director Feb 1961 8 Oct 1996
Stephen Rees Secretary Not published 27 Jan 2012

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.

    Check your FSCS cover →

Show FCA detail (4 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Previously registered as

The FCA register holds 3 earlier registered names for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Carpenter Rees Jackson Limited
  • CBG Carpenter Rees Jackson Ltd
  • CBG Financial Services Limited

Names it no longer trades under

This firm has retired 6 trading names. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired names
  • CBG Benefit Consulting
  • CBG Benefit Solutions
  • CBG Healthcare
  • CBG Private Clients Financial Services
  • CBG Wealth Management
  • CBG Wealth Management (Baskeyfield & Co)

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Common questions

Frequently asked questions

Is Carpenter Rees Limited FCA authorised?
Yes, Carpenter Rees Limited (FRN 189740) is authorised by the FCA to carry out regulated activities.
Is my money safe with Carpenter Rees?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Carpenter Rees to the Financial Ombudsman Service, free of charge.
Is Carpenter Rees a scam or clone?
Carpenter Rees is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Carpenter Rees's Firm Reference Number (FRN)?
Carpenter Rees's FRN is 189740. You can verify it on the FCA register.