Cedar Wealth Management Limited

Reference number: 599639

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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.

  • No website on the FCA register

  • Verified phone number

    0117 370 6440

  • Verified address

    Cedar Lodge, 15 The Avenue, Sneyd Park, Bristol, BS9 1PD, United Kingdom

Company details

From the company's Companies House record.

Company number
05648512
Company status
Active
Company type
Private limited company
Incorporated
8 December 2005 (20 years old)
Registered office
Matches the FCA register address ✓
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Current directors and secretaries

Name Role Born Appointed
Nicholas Beatty Director Aug 1957 8 Dec 2005
Wendy Elizabeth Beatty Secretary Not published 8 Dec 2005

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.
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  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • 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.

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Common questions

Frequently asked questions

Is Cedar Wealth Management Limited FCA authorised?
Yes, Cedar Wealth Management Limited (FRN 599639) is authorised by the FCA to carry out regulated activities.
Is my money safe with Cedar Wealth Management?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Cedar Wealth Management to the Financial Ombudsman Service, free of charge.
Is Cedar Wealth Management a scam or clone?
Cedar Wealth Management 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 Cedar Wealth Management's Firm Reference Number (FRN)?
Cedar Wealth Management's FRN is 599639. You can verify it on the FCA register.