Castle View Finance Limited

Reference number: 983869

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Appointed representative

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

Responsible principal firm

Connect IFA Ltd Reference number: 441505 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.
  • Castle View Finance Limited (FRN 983869) is an AR of Connect IFA Ltd (FRN 441505). When you use Castle View Finance's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Castle View Finance, 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.

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.

  • No website on the FCA register

  • Phone number

    07464 001509

  • Address

    15 Finkle Street, Carlisle, Cumberland, CA3 8UU, United Kingdom

In the full report: 2 background checks

  • What kind of line 07464 001509 is
  • Who else gives the postcode CA3 8UU
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Other names (3)

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

  • Castle View Finance Ltd Former name
  • CLV Mortgages & Protection Ltd Former name
  • James Property Mortgages Former trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Connect IFA Ltd, 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 Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

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
13698579
Company status
Active
Company type
Private limited company
Incorporated
22 October 2021 (5 years old)
Registered office
27 Haycock Lane, Carlisle, CA2 6QN, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
James Raymond Vince Director Jun 1981 1 May 2022 2 other companies

Other companies run by its director

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
2
still active
2

In the full report: all 2 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
  • All 2 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 October 2025Abridged accountsNot audited

Net assets

£21.3k

−65% from £60.4k

Employees (average)

1

Same as 1

Owed within a year

£103k

−10% from £115k

Assets and liabilities

In the full report: all 4 years of accounts

  • Every year from 2022 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 13698579. 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

Castle View Finance’s history from the FCA register and Companies House, newest first.

Key events (9) All events (15)

2024

22 October 2024

  • Jordan Lee Price stopped being a part-owner

Companies House

1 February 2024

  • Jordan Lee Price became a part-owner (25–50% of shares)

Companies House

2023

6 December 2023

  • Changed its registered name from "Castle View Finance Ltd"

FCA register

20 October 2023

  • Claire Louise Vince gave up control
  • James Raymond Vince became the majority owner (50–75% of shares)

Companies House

2022

2 October 2022

  • Changed its registered name from "CLV Mortgages & Protection Ltd"

FCA register

22 September 2022

  • Became an appointed representative

FCA register

2021

22 October 2021

  • Incorporated at Companies House
  • Claire Louise Vince took control (75–100% of shares)

Companies House

In the full report: all 15 events

  • All 15 events in its history (9 shown here)
  • Every director appointment and resignation: 3
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Firms like Castle View Finance

Other firms of the same type (mortgage adviser or broker), nearest first.

In Carlisle

Mark Victor WoodCarlisleAppointed representativeTiffen & Co LimitedCarlisleAppointed representativeCedar Mortgage Services LtdCarlisleAuthorised

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 Castle View Finance

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

  • 2 other companies its directors have run, named
  • 2 background checks on its contact details
  • 4 years of accounts, charted
  • All 15 events in its history

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Frequently asked questions about this firm

Is Castle View Finance Limited FCA authorised?
Castle View Finance Limited (FRN 983869) 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 Castle View Finance?
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. Castle View Finance Limited (FRN 983869) is an AR of Connect IFA Ltd (FRN 441505). When you use Castle View Finance's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Castle View Finance, 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.
What is Castle View Finance’s phone number?
The FCA register lists the phone number 07464 001509 for Castle View Finance. If you were given different contact details, use these to check with the firm before going any further.
Is Castle View Finance a scam or clone?
Castle View Finance 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 Castle View Finance?
Protection works through Connect IFA Ltd, the principal firm responsible for Castle View Finance's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Castle View Finance?
Companies House lists one person with significant control of Castle View Finance: Mr James Raymond Vince (50–75% of shares). Before that, it was controlled by Mr Jordan Lee Price and Mrs Claire Louise Vince.
Who runs Castle View Finance?
Companies House lists one director of Castle View Finance: James Raymond Vince.
How long has Castle View Finance been in business?
The company was formed on 22 October 2021.
What do Castle View Finance’s latest accounts show?
Its latest accounts, to 31 October 2025, show net assets of £21.3k (−65% from £60.4k).
Does Castle View Finance use any other names?
It has previously used 3 other names: Castle View Finance Ltd, CLV Mortgages & Protection Ltd and James Property Mortgages.

Sources and links

The full report on Castle View Finance Limited

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