CMS Wealth Ltd

Reference number: 586862

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
  • CMS Invest

Company details

From the company's Companies House record.

Company number
08087381
Company status
Active
Company type
Private limited company
Incorporated
29 May 2012 (14 years old)
Registered office
Courtyard Office 3, Upper Aynho Grounds, Aynho, Oxfordshire, OX17 3AY, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Tammy Louise Bloxham Director Aug 1978 1 Oct 2018
Julie Joan Wigg Director Feb 1967 1 Oct 2018
David Keith Marler Director May 1967 31 Mar 2025
Ryan Adam Carter Director Apr 1992 31 Mar 2025
Scarlett Ami Marler Director Nov 1995 8 Jun 2026

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 →

  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
Show FCA detail (4 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Arranging (bringing about) deals in investments
  • Debt-counselling
  • 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 2 earlier registered names for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Wrap Investments Wealth Management Limited
  • Wrap Investment Wealth Management Limited

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 CMS Wealth Ltd FCA authorised?
Yes, CMS Wealth Ltd (FRN 586862) is authorised by the FCA to carry out regulated activities.
Is my money safe with CMS Wealth?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about CMS Wealth to the Financial Ombudsman Service, free of charge.
Is CMS Wealth a scam or clone?
CMS 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 CMS Wealth's Firm Reference Number (FRN)?
CMS Wealth's FRN is 586862. You can verify it on the FCA register.