CBM FINANCIAL PARTNERS Ltd

Reference number: 1011994

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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

JLM MORTGAGE NETWORK LTD Reference number: 300629 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.
  • CBM FINANCIAL PARTNERS Ltd (FRN 1011994) is an AR of JLM MORTGAGE NETWORK LTD (FRN 300629). When you use CBM FINANCIAL PARTNERS's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from CBM FINANCIAL PARTNERS, 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.

In the full report: 3 background checks

  • When cbmfinancial.co.uk first appeared online, and whether it can receive email
  • What kind of line 020 8132 9369 is
  • Who else gives the postcode W1G 8HE
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Other names (1)

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

  • CBM FINANCIAL PARTNERS Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Jlm Mortgage Network 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
15392657
Company status
Active
Company type
Private limited company
Incorporated
6 January 2024 (2 years old)
Registered office
4th Floor 100 Fenchurch Street, London, EC3M 5JD, United Kingdom
Nature of business
  • Activities of mortgage finance companies (SIC 64922)

Directors and company secretaries

Name Role Born Appointed Other companies
Simon Christopher Marsh Director Apr 1986 6 Jan 2024 1 other company
Shaun Church-Bolger Director Jul 1987 24 Apr 2024 1 other company

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 company
1
still active
1
run together
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 1 company these 2 directors run together
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Filed accounts and finances

15 months to 31 March 2025Small company accountsNot audited

Net assets

£912

No earlier figure to compare

Cash at bank

£62.9k

No earlier figure to compare

Employees (average)

3

No earlier figure to compare

Owed within a year

£67.5k

No earlier figure to compare

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 15392657. Figures are exactly as filed; nothing is estimated.

Key dates in its history

Cbm Financial Partners’s history from the FCA register and Companies House, newest first.

Key events (6) All events (9)

2026

26 February 2026

  • Changed its registered name from "CBM FINANCIAL PARTNERS"

FCA register

2024

24 May 2024

  • Changed its registered name from "CBM FINANCIAL PARTNERS LTD"
  • Became an appointed representative

FCA register

24 April 2024

  • Shaun Church-Bolger became a part-owner (25–50% of shares)

Companies House

6 January 2024

  • Incorporated at Companies House
  • Simon Christopher Marsh became a part-owner (25–50% of shares)

Companies House

In the full report: all 9 events

  • All 9 events in its history (6 shown here)
  • Every director appointment and resignation: 2
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Firms connected to Cbm Financial Partners

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

connected firms
2
share its postcode
2

In the full report: all 2 connected firms, named

  • How each is linked: the same postcode (2)
  • Who links each one: the named directors, with dates
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Firms like Cbm Financial Partners

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

In London

Purplebricks Mortgages LimitedLondonAppointed representativeDavid RounsfellLondonAppointed representativeEma Private Finance LimitedLondonAppointed representativeHarris ZubairLondonAppointed representativeHeather MaCaskillLondonAppointed representativeLawrence BolarinwaLondonAppointed representative

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 Cbm Financial Partners

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

  • 1 other company its directors have run, named
  • 3 background checks on its contact details
  • All 9 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is CBM FINANCIAL PARTNERS Ltd FCA authorised?
CBM FINANCIAL PARTNERS Ltd (FRN 1011994) 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 Cbm Financial Partners?
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. CBM FINANCIAL PARTNERS Ltd (FRN 1011994) is an AR of JLM MORTGAGE NETWORK LTD (FRN 300629). When you use Cbm Financial Partners's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Cbm Financial Partners, 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 Cbm Financial Partners’ phone number and website?
The FCA register lists the phone number 020 8132 9369 and the website cbmfinancial.co.uk for Cbm Financial Partners. If you were given different contact details, use these to check with the firm before going any further.
Is Cbm Financial Partners a scam or clone?
Cbm Financial Partners 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 Cbm Financial Partners?
Protection works through Jlm Mortgage Network Ltd, the principal firm responsible for Cbm Financial Partners's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Cbm Financial Partners?
Companies House lists 2 people with significant control of Cbm Financial Partners: Mr Simon Christopher Marsh (25–50% of shares) and Mr. Shaun Church-Bolger (25–50% of shares).
Who runs Cbm Financial Partners?
Companies House lists 2 directors of Cbm Financial Partners: Simon Christopher Marsh and Shaun Church-Bolger.
How long has Cbm Financial Partners been in business?
The company was formed on 6 January 2024.
What do Cbm Financial Partners’ latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £912 (no earlier figure to compare) and cash at bank of £62.9k (no earlier figure to compare).
Does Cbm Financial Partners use any other names?
It has previously used the name CBM FINANCIAL PARTNERS.

Sources and links

The full report on CBM FINANCIAL PARTNERS Ltd

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