Carpenter Rees Limited

Reference number: 189740

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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 carpenter-rees.co.uk first appeared online, and whether it can receive email
  • What kind of line 0333 010 0777 is
  • Who else gives the postcode M22 5LB
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Other names (9)

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

  • Carpenter Rees Jackson Limited Former name
  • CBG Carpenter Rees Jackson Ltd Former name
  • CBG Financial Services Limited Former name
  • CBG Benefit Consulting Former trading name
  • CBG Benefit Solutions Former trading name
  • CBG Healthcare Former trading name
  • CBG Private Clients Financial Services Former trading name
  • CBG Wealth Management Former trading name
  • CBG Wealth Management (Baskeyfield & Co) Former trading 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.
  • 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 (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

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
03260330
Company status
Active
Company type
Private limited company
Incorporated
8 October 1996 (30 years old)
Registered office
Matches the FCA register address ✓
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Michael William Carpenter Director Jan 1956 8 Oct 1996 4 other companies
Stephen Rees Director Feb 1961 8 Oct 1996 10 other companies
Stephen Rees Secretary Not published 27 Jan 2012 –

Other companies run by these 2 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
10
closed down
6
went insolvent
1

In the full report: all 10 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • The one that went into liquidation or administration
  • The one on the FCA register
  • The 4 companies these 2 directors run together
  • All 14 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 August 2025Small company accountsNot audited

Net assets

£99.5k

+25% from £79.9k

Cash at bank

£127k

+123% from £56.9k

Employees (average)

10

−17% from 12

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 to 2025
  • The chart, 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.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 03260330. 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

Carpenter Rees’s history from the FCA register and Companies House, newest first.

Key events (13) All events (55)

2016

9 October 2016

  • Michael William Carpenter no longer has significant control
  • Reecar Limited took control (75–100% of shares)
  • Stephen Rees no longer has significant control

Companies House

8 October 2016

  • Michael William Carpenter gained significant control
  • Stephen Rees gained significant control

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2012

30 April 2012

  • Changed its registered name from "CBG Financial Services Limited"

FCA register

2007

1 March 2007

  • Changed its registered name from "CBG Carpenter Rees Jackson Ltd"

FCA register

2005

14 December 2005

  • Changed its registered name from "Carpenter Rees Jackson Limited"

FCA register

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

17 August 2001

  • Regulated by the Personal Investment Authority from this date

FCA register

1996

8 October 1996

  • Incorporated at Companies House

Companies House

In the full report: all 55 events

  • All 55 events in its history (13 shown here)
  • Every director appointment and resignation: 26
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Firms connected to Carpenter Rees

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

connected firms
3
share its postcode
3
past link
1

In the full report: all 3 connected firms, named

  • How each is linked: the same postcode (3)
  • Who links each one: the named directors, with dates
  • 1 past link through former directors
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Firms like Carpenter Rees

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

In Manchester

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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 Carpenter Rees

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

  • 10 other companies its directors have run, named
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 55 events in its history
  • 3 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Carpenter Rees Limited FCA authorised?
Yes, Carpenter Rees Limited (FRN 189740) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Carpenter Rees’ phone number and website?
The FCA register lists the phone number 0333 010 0777 and the website carpenter-rees.co.uk for Carpenter Rees. If you were given different contact details, use these to check with the firm before going any further.
Is Carpenter Rees a scam or clone?
Carpenter Rees 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 Carpenter Rees?
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 Carpenter Rees to the Financial Ombudsman Service, free of charge.
Who owns Carpenter Rees?
Carpenter Rees is owned by Reecar Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 9 October 2016. Before that, it was controlled by Mr Stephen Rees and Mr Michael William Carpenter.
Who runs Carpenter Rees?
Companies House lists 2 directors of Carpenter Rees: Michael William Carpenter and Stephen Rees.
How long has Carpenter Rees been in business?
The company was formed on 8 October 1996, and has held its current FCA authorisation since December 2001.
What do Carpenter Rees’ latest accounts show?
Its latest accounts, to 31 August 2025, show net assets of £99.5k (+25% from £79.9k) and cash at bank of £127k (+123% from £56.9k).
Does Carpenter Rees use any other names?
It has previously used 9 other names, including Carpenter Rees Jackson Limited, CBG Carpenter Rees Jackson Ltd and CBG Financial Services Limited.

Sources and links

The full report on Carpenter Rees Limited

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