CPN Private Wealth
Reference number: 979410
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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 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 Private Wealth (FRN 979410) is an AR of CPN Investment Management LLP (FRN 579506). When you use CPN Private Wealth's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from CPN Private Wealth, 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.
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Verified website
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Verified phone number
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Verified address
All Saints Church, West Pallant, Chichester, West Sussex, PO19 1TD, United Kingdom
Company details
From the company's Companies House record.
- Company name
- CPN PRIVATE WEALTH LIMITED
- Company number
- 14243372
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 19 July 2022 (4 years old)
- Registered office
- 1 Angel Court, London, EC2R 7HJ, United Kingdom
- Nature of business
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- 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 |
Activities and protection
What they can do, and how you are protected
- Protection through the principal firmProtection 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.
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Common questions