Casterbridge Wealth Limited

Reference number: 727583

Instant download

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.

Also trades as 5 other names
  • Casterbridge
  • Casterbridge Investments
  • Casterbridge Wealth Investments
  • CW
  • CWI

Company details

From the company's Companies House record.

Company number
09466507
Company status
Active
Company type
Private limited company
Incorporated
3 March 2015 (11 years old)
Registered office
Suite 4 Brewery House, 36 Milford Street, Salisbury, Wiltshire, SP1 2AP, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Kevin Barrie Forbes Director Sep 1968 3 Mar 2015
Keith Charles Edwards Director Feb 1969 9 Sep 2016
Matthew Cheek Director Oct 1974 17 Mar 2022
Lisa Cox Director Aug 1970 31 Mar 2025

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Hold or safeguard your money · 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 →

  • 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.
Show FCA detail (6 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Dealing in investments as agent
  • Making arrangements with a view to transactions in investments
  • Managing investments

Limits on what they may do

  • This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.

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.

Download this page as a PDF report

£5 for a clean, timestamped copy you can keep, file or send on. It also helps keep the site free to use and free of ads.

Instant download

Common questions

Frequently asked questions

Is Casterbridge Wealth Limited FCA authorised?
Yes, Casterbridge Wealth Limited (FRN 727583) is authorised by the FCA to carry out regulated activities.
Is my money safe with Casterbridge Wealth?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Casterbridge Wealth to the Financial Ombudsman Service, free of charge.
Is Casterbridge Wealth a scam or clone?
Casterbridge Wealth 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 Casterbridge Wealth's Firm Reference Number (FRN)?
Casterbridge Wealth's FRN is 727583. You can verify it on the FCA register.