CPN Financial Services Limited

Reference number: 731205

Instant download

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

CPN Investment Management LLP Reference number: 579506 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.
  • CPN Financial Services Limited (FRN 731205) is an AR of CPN Investment Management LLP (FRN 579506). When you use CPN Financial Services's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from CPN Financial Services, 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, 1 thing worth a closer look

  • When cpngroup.co.uk first appeared online, and whether it can receive email
  • What kind of line 01243 780077 is, and the 2 other firms that give it
  • Who else gives the postcode PO19 1TD
Instant PDF download
Other names (5)

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

  • Orange Financial Planning Former name
  • Cecil House Investments Former trading name
  • CPN Financial Care Planning Former trading name
  • CPN John Hall Former trading name
  • John Hall Financial Services Former trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through CPN Investment Management LLP, 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
09935963
Company status
Active
Company type
Private limited company
Incorporated
5 January 2016 (10 years old)
Registered office
1 Angel Court, London, EC2R 7HJ, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Dean Michael Proctor Director Aug 1971 27 Feb 2026 25 other companies
Duncan Richard Walker Director Oct 1969 27 Feb 2026 29 other companies
INDIGO CORPORATE SECRETARY LIMITED Corporate secretary Not published 27 Feb 2026 –

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
29
closed down
5
are FCA-registered
7

In the full report: all 29 companies, 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 7 on the FCA register, including one no longer authorised
  • The 25 companies these 2 directors run together
  • All 5 people who have ever been directors, with their dates
Instant PDF download

Filed accounts and finances

Year to 31 March 2025Full accountsNot audited

Net assets

£1.26m

−14% from £1.45m

Cash at bank

£466k

−44% from £835k

Employees (average)

19

Same as 19

Owed within a year

£1.03m

−28% from £1.43m

Assets and liabilities

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 09935963. 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

CPN Financial Services’s history from the FCA register and Companies House, newest first.

Key events (17) All events (33)

2026

27 February 2026

  • Board replaced: both directors left and 2 new directors took over
  • 7im Investment And Retirement Solutions Limited took control (75–100% of shares)
  • Manta Ray Holdings Limited stopped being a part-owner
  • Spn Holdco Ltd stopped being a part-owner

Companies House

2021

24 August 2021

  • Charles Rupert Nicholls stopped being a part-owner
  • Manta Ray Holdings Limited became a part-owner (25–50% of shares)
  • Sam Peter Nicholls stopped being a part-owner
  • Spn Holdco Ltd became a part-owner (25–50% of shares)

Companies House

2020

15 July 2020

  • Carole Nicholls stopped being a part-owner
  • Christopher Paul Nicholls stopped being a part-owner

Companies House

2017

23 March 2017

  • Changed its registered name from "Orange Financial Planning"

FCA register

2016

6 April 2016

  • Carole Nicholls became a part-owner (25–50% of shares)
  • Charles Rupert Nicholls became a part-owner (25–50% of shares)
  • Christopher Paul Nicholls became a part-owner (25–50% of shares)
  • Sam Peter Nicholls became a part-owner (25–50% of shares)

Companies House

7 January 2016

  • Became an appointed representative

FCA register

5 January 2016

  • Incorporated at Companies House

Companies House

In the full report: all 33 events

  • All 33 events in its history (17 shown here)
  • Every director appointment and resignation: 8
Instant PDF download

Firms connected to CPN Financial Services

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

connected firms
8
no longer authorised
1
share a director
7

In the full report: all 8 connected firms, named

  • How each is linked: shared directors (7), the same phone number (2), the same postcode (2)
  • Who links each one: the named directors, with dates
Instant PDF download

Firms like CPN Financial Services

Other firms of the same type (investment or fund manager), nearest first.

In Chichester

Weight Partners LimitedChichesterAppointed representativeCPN Investment Management LLPChichesterAuthorisedThesis Asset Management LimitedChichesterAuthorisedTHESIS Unit Trust Management LimitedChichesterAuthorisedTutman LLPChichesterAuthorised

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 CPN Financial Services

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

  • 29 other companies its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • All 33 events in its history
  • 8 connected firms, named, and who links them

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is CPN Financial Services Limited FCA authorised?
CPN Financial Services Limited (FRN 731205) 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 CPN Financial Services?
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. CPN Financial Services Limited (FRN 731205) is an AR of CPN Investment Management LLP (FRN 579506). When you use CPN Financial Services's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from CPN Financial Services, 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 CPN Financial Services’ phone number and website?
The FCA register lists the phone number 01243 780077 and the website cpngroup.co.uk for CPN Financial Services. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by 2 other FCA firms.
Is CPN Financial Services a scam or clone?
CPN Financial Services 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 CPN Financial Services?
Protection works through CPN Investment Management LLP, the principal firm responsible for CPN Financial Services's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns CPN Financial Services?
CPN Financial Services is owned by 7im Investment And Retirement Solutions Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 27 February 2026. Before that, it was controlled by Manta Ray Holdings Limited, Spn Holdco Ltd and Mr Sam Peter Nicholls.
Who runs CPN Financial Services?
Companies House lists 2 directors of CPN Financial Services: Dean Michael Proctor and Duncan Richard Walker.
How long has CPN Financial Services been in business?
The company was formed on 5 January 2016.
What do CPN Financial Services’ latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £1.26m (−14% from £1.45m) and cash at bank of £466k (−44% from £835k).
Does CPN Financial Services use any other names?
It has previously used 5 other names, including Orange Financial Planning, Cecil House Investments and CPN Financial Care Planning.

Sources and links

The full report on CPN Financial Services Limited

£19.99 · Instant PDF download

Loading secure checkout…