CAM Wealth Group Limited

Reference number: 823705

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

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.

In the full report: 3 background checks

  • When camwealth.co.uk first appeared online, and whether it can receive email
  • What kind of line 0151 832 0832 is
  • Who else gives the postcode L3 9QJ
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Other names (3)

If you were contacted under any of these names, it is this firm.

  • CAM Insurance Solutions Trading name
  • CAM Wealth Trading name
  • Charteris Asset Management Limited Former name

FCA permissions and consumer protection

  • 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.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term 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.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (7 permissions)
  • 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
  • Assisting in the administration and performance of a contract of insurance
  • Credit Broking
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
05186703
Company status
Active
Company type
Private limited company
Incorporated
22 July 2004 (22 years old)
Registered office
6th Floor The Plaza, 100 Old Hall Street, Liverpool, L3 9QJ, England
Nature of business
  • Fund management activities (SIC 66300)

Directors and company secretaries

Name Role Born Appointed Other companies
Elizabeth Anne Ewart Director Feb 1964 19 Oct 2022 2 other companies
Derek Edward Gawne Director Sep 1957 19 Oct 2022 4 other companies
James Brian Andrew Smeed Director Jun 1984 21 Jan 2025 12 other companies
Lesley Anne Crossley Secretary Not published 25 Feb 2025 –

Other companies run by these 3 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
17
closed down
3
are FCA-registered
4

In the full report: all 17 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 4 on the FCA register
  • The 1 company these 3 directors run together
  • All 11 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 28 February 2025Small company accountsNot audited

Total equity

£49.0k

+145% from £20.0k

Cash at bank

£25.9k

+20% from £21.5k

Employees (average)

3

Same as 3

Owed within a year

£14.8k

+735% from £1,776

No turnover or profit for the year to 28 February 2025: the accounts print them but do not tag them. The last tagged figures are £25.2k turnover and −£9,456 profit, for the year to 30 September 2021.

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2019 to 2025
  • Both charts, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company 05186703. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

CAM Wealth Group’s history from the FCA register and Companies House, newest first.

Key events (13) All events (37)

2023

18 April 2023

  • Changed its registered name from "Charteris Asset Management Limited"

FCA register

13 March 2023

  • Cam Wealth Group Holdings Limited took control (75–100% of shares)
  • Cam Wealth Group Ltd became the majority owner (50–75% of shares)
  • Cam Wealth Group Ltd stopped being the majority owner

Companies House

21 February 2023

  • Charteris Holdings Limited gave up control
  • Derek Edward Gawne became a part-owner (25–50% of shares)
  • Derek Edward Gawne stopped being a part-owner
  • Elizabeth Anne Ewart became a part-owner (25–50% of shares)
  • Elizabeth Anne Ewart stopped being a part-owner

Companies House

2019

7 March 2019

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

2016

6 April 2016

  • Charteris Holdings Limited took control (75–100% of shares)

Companies House

2004

22 July 2004

  • Incorporated at Companies House

Companies House

In the full report: all 37 events

  • All 37 events in its history (13 shown here)
  • Every director appointment and resignation: 19
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Firms connected to CAM Wealth Group

Other FCA-listed firms that share a director, phone number or address with CAM Wealth Group. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
4
share a director
4

In the full report: all 4 connected firms, named

  • How each is linked: shared directors (4)
  • Who links each one: the named directors, with dates
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Firms like CAM Wealth Group

Other firms of the same type (financial adviser), nearest first.

In Liverpool

Affinity Financial Awareness LimitedLiverpoolAuthorisedAlpha Financial Management LimitedLiverpoolAuthorisedBeatties Financial ServicesLiverpoolAuthorisedBeyond Advice Group LtdLiverpoolAuthorisedBishopgate LimitedLiverpoolAuthorisedCampbell Insurance Services LimitedLiverpoolAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on CAM Wealth Group

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 17 other companies its directors have run, named
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 37 events in its history
  • 4 connected firms, named, and who links them

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Frequently asked questions about this firm

Is CAM Wealth Group Limited FCA authorised?
Yes, CAM Wealth Group Limited (FRN 823705) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since March 2019 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is CAM Wealth Group’s phone number and website?
The FCA register lists the phone number 0151 832 0832 and the website camwealth.co.uk for CAM Wealth Group. If you were given different contact details, use these to check with the firm before going any further.
Is CAM Wealth Group a scam or clone?
CAM Wealth Group is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with CAM Wealth Group?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about CAM Wealth Group to the Financial Ombudsman Service, free of charge.
Who owns CAM Wealth Group?
CAM Wealth Group is owned by Cam Wealth Group Holdings Limited, which holds 75–100% of shares and 75–100% of votes, since 13 March 2023. Before that, it was controlled by Mrs Elizabeth Anne Ewart, Mr Derek Edward Gawne and Charteris Holdings Limited.
Who runs CAM Wealth Group?
Companies House lists 3 directors of CAM Wealth Group: Elizabeth Anne Ewart, Derek Edward Gawne and James Brian Andrew Smeed.
How long has CAM Wealth Group been in business?
The company was formed on 22 July 2004, and has held its current FCA authorisation since March 2019.
What do CAM Wealth Group’s latest accounts show?
Its latest accounts, to 28 February 2025, show total equity of £49.0k (+145% from £20.0k) and cash at bank of £25.9k (+20% from £21.5k).
Does CAM Wealth Group use any other names?
It trades as CAM Insurance Solutions and CAM Wealth. It has previously used the name Charteris Asset Management Limited.

Sources and links

The full report on CAM Wealth Group Limited

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