West Financial Management Co Limited

Reference number: 230809

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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.

Also trades as
  • CJF Wealth Management

Company details

From the company's Companies House record.

Company number
04985517
Company status
Active
Company type
Private limited company
Incorporated
5 December 2003 (22 years old)
Registered office
1 Lockyer Road, Mannmead, Plymouth, Devon, PL3 4RL
Nature of business
  • Activities of investment trusts (SIC 64301)
  • Activities of open-ended investment companies (SIC 64304)
  • Life insurance (SIC 65110)
  • Pension funding (SIC 65300)

Current directors and secretaries

Name Role Born Appointed
Helen Meneilly Director Mar 1960 5 Dec 2003
William John Meneilly Secretary Not published 5 Dec 2003

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 →

Show FCA detail (4 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • 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.

Names it no longer trades under

This firm has retired one trading name. 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 name
  • CFJ Wealth Planning

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Common questions

Frequently asked questions

Is West Financial Management Co Limited FCA authorised?
Yes, West Financial Management Co Limited (FRN 230809) is authorised by the FCA to carry out regulated activities.
Is my money safe with West Financial Management Co?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about West Financial Management Co to the Financial Ombudsman Service, free of charge.
Is West Financial Management Co a scam or clone?
West Financial Management Co 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 West Financial Management Co's Firm Reference Number (FRN)?
West Financial Management Co's FRN is 230809. You can verify it on the FCA register.