CPN Financial Services Limited

Reference number: 731205

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Appointed representative

This firm does not hold FCA authorisation of its own. It acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

CPN Investment Management LLP Reference number: 579506 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • CPN Financial Services Limited (FRN 731205) is an AR of CPN Investment Management LLP (FRN 579506). When you use CPN Financial Services's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from CPN Financial Services, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

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
09935963
Company status
Active
Company type
Private limited company
Incorporated
5 January 2016 (10 years old)
Registered office
1 Angel Court, London, EC2R 7HJ, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Dean Michael Proctor Director Aug 1971 27 Feb 2026
Duncan Richard Walker Director Oct 1969 27 Feb 2026
INDIGO CORPORATE SECRETARY LIMITED Corporate secretary Not published 27 Feb 2026

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Protection through the principal firm
    Protection works through CPN Investment Management LLP, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.

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 one earlier registered name for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Orange Financial Planning

Names it no longer trades under

This firm has retired 4 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
  • Cecil House Investments
  • CPN Financial Care Planning
  • CPN John Hall
  • John Hall Financial Services

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Common questions

Frequently asked questions

Is CPN Financial Services Limited FCA authorised?
CPN Financial Services Limited (FRN 731205) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for CPN Financial Services?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. CPN Financial Services Limited (FRN 731205) is an AR of CPN Investment Management LLP (FRN 579506). When you use CPN Financial Services's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from CPN Financial Services, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
Is my money safe with CPN Financial Services?
Protection works through CPN Investment Management LLP, the principal firm responsible for CPN Financial Services's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is CPN Financial Services a scam or clone?
CPN Financial Services 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 CPN Financial Services's Firm Reference Number (FRN)?
CPN Financial Services's FRN is 731205. You can verify it on the FCA register.