CMD Independent Financial Advisers Limited: FCA regulated?

Authorised by the FCA

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

Authorised for 19 years
Your funds are protected by FSCS
No FCA actions
Active company since 2000
Accounts filed up to 30 June 2026

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.

Website

cmdifa.co.uk (opens in a new tab)
Phone number

01264 710567
Address

C M D Independent Financial Advisers Ltd, Prospect Farm, Monxton, Andover, Hampshire, SP11 7DA, United Kingdom

In the full report: 3 background checks

When cmdifa.co.uk first appeared online, and whether it can receive email
What kind of line 01264 710567 is
Who else gives the postcode SP11 7DA

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.
Advise on or arrange mortgages FSCS may apply
Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
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 (8 permissions)

Advising on investments (except on Pension Transfers and Pension Opt Outs)
Advising on P2P agreements
Advising on Pension Transfers and Pension Opt Outs
Advising on regulated mortgage contracts
Arranging (bringing about) deals in investments
Arranging (bringing about) regulated mortgage contracts
Making arrangements with a view to regulated mortgage contracts
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: 03905971 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 13 January 2000 (26 years old)
Registered office: 32 High Street, Andover, Hampshire, SP10 1NT
Nature of business: Administration of financial markets (SIC 66110)
Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
Activities of insurance agents and brokers (SIC 66220)
Tax consultancy (SIC 69203)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Martyn Paul Davies	Director	May 1960	13 Jan 2000	None
Carole Machin	Director	May 1956	13 Jan 2000	1 other company
Carole Machin	Secretary	Not published	13 Jan 2000	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

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

Filed accounts and finances

Year to 30 June 2026Micro-entity accountsNot audited

Net assets

£130k

+5.6% from £123k

Employees (average)

5

+25% from 4

Owed within a year

£38.7k

+9.1% from £35.5k

Assets and liabilities

In the full report: all 7 years of accounts

Every year from 2020 to 2026
The chart, over every year
Every filed figure, year by year

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 03905971. 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

CMD Independent Financial Advisers’s history from the FCA register and Companies House, newest first.

Key events (6) All events (12)

2016

6 April 2016

Carole Machin became a part-owner (25–50% of shares)
Martyn Paul Davies became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

Regulated by the FCA from this date

FCA register

2006

1 December 2006

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

FCA register

2000

13 January 2000

Incorporated at Companies House

Companies House

In the full report: all 12 events

All 12 events in its history (6 shown here)
Every director appointment and resignation: 2

Firms like CMD Independent Financial Advisers

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

In Andover

Fhoenix Estates LimitedAndoverAuthorised Colin WhitehouseAndoverAppointed representative Holberg LimitedAndoverAppointed representative Kingsmead Wealth LtdAndoverAppointed representative Martyn LloydAndoverAppointed representative Richard Pearce Wealth Management LtdAndoverAppointed 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 CMD Independent Financial Advisers

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
7 years of accounts, charted
All 12 events in its history

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Frequently asked questions about this firm

Is CMD Independent Financial Advisers Limited FCA authorised?

Yes, CMD Independent Financial Advisers Limited (FRN 457661) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2006 and works as a financial adviser. The FCA has placed no limits on its permissions.

What is CMD Independent Financial Advisers’ phone number and website?

The FCA register lists the phone number 01264 710567 and the website cmdifa.co.uk for CMD Independent Financial Advisers. If you were given different contact details, use these to check with the firm before going any further.

Is CMD Independent Financial Advisers a scam or clone?

CMD Independent Financial Advisers 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 CMD Independent Financial Advisers?

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 CMD Independent Financial Advisers to the Financial Ombudsman Service, free of charge.

Who owns CMD Independent Financial Advisers?

Companies House lists 2 people with significant control of CMD Independent Financial Advisers: Miss Carole Machin (25–50% of shares) and Mr Martyn Paul Davies (25–50% of shares).

Who runs CMD Independent Financial Advisers?

Companies House lists 2 directors of CMD Independent Financial Advisers: Martyn Paul Davies and Carole Machin.

How long has CMD Independent Financial Advisers been in business?

The company was formed on 13 January 2000, and has held its current FCA authorisation since December 2006.

What do CMD Independent Financial Advisers’ latest accounts show?

Its latest accounts, to 30 June 2026, show net assets of £130k (+5.6% from £123k).