CPN Private Wealth: FCA regulated?

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.

Appointed for 4 years
Protected through the principal
No FCA actions
Active company since 2022
Accounts filed up to 31 March 2025
One of its directors is also a director of a firm that is no longer authorised
Its whole board of directors changed in February 2026

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 Private Wealth (FRN 979410) is an AR of CPN Investment Management LLP (FRN 579506). When you use CPN Private Wealth's services, the FCA authorisation sits with the principal firm.
Example: if you take financial advice from CPN Private Wealth, 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.

Website

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

01243 780077
Address

All Saints Church, West Pallant, Chichester, West Sussex, PO19 1TD, United Kingdom

In the full report: 3 background checks

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

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 name: CPN PRIVATE WEALTH LIMITED
Company number: 14243372 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 19 July 2022 (4 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 4 people who have ever been directors, with their dates

Filed accounts and finances

Year to 31 March 2025Full accountsNot audited

Total equity

£445k

+87% from £238k

Cash at bank

£26.0k

Up £24.3k from £1,631

Employees (average)

2

Same as 2

Owed within a year

£1.42m

−22% from £1.81m

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 14243372. 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 Private Wealth’s history from the FCA register and Companies House, newest first.

Key events (4) All events (10)

2026

27 February 2026

Board replaced: both directors left and 2 new directors took over

Companies House

2022

20 July 2022

Became an appointed representative

FCA register

19 July 2022

Incorporated at Companies House
Cpn Financial Services Limited took control (75–100% of shares)

Companies House

In the full report: all 10 events

All 10 events in its history (4 shown here)
Every director appointment and resignation: 6

Firms connected to CPN Private Wealth

Other FCA-listed firms that share a director, phone number or address with CPN Private Wealth. 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

Firms like CPN Private Wealth

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

In Chichester

AI Wealth Management LLPChichesterAppointed representative Cathedral Wealth Management LimitedChichesterAppointed representative Evident Wealth LtdChichesterAppointed representative Goodwood Place Financial Planning LLPChichesterAppointed representative Harbour Wealth Planning LimitedChichesterAppointed representative Highhouse Money LtdChichesterAppointed 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 CPN Private Wealth

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
All 10 events in its history
8 connected firms, named, and who links them

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Frequently asked questions about this firm

Is CPN Private Wealth FCA authorised?

CPN Private Wealth (FRN 979410) 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 Private Wealth?

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 Private Wealth (FRN 979410) is an AR of CPN Investment Management LLP (FRN 579506). When you use CPN Private Wealth's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from CPN Private Wealth, 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 Private Wealth’s phone number and website?

The FCA register lists the phone number 01243 780077 and the website cpngroup.co.uk for CPN Private Wealth. 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 Private Wealth a scam or clone?

CPN Private Wealth 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 Private Wealth?

Protection works through CPN Investment Management LLP, the principal firm responsible for CPN Private Wealth's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.

Who owns CPN Private Wealth?

CPN Private Wealth is owned by Cpn Financial Services Limited, which holds 75–100% of shares and 75–100% of votes, since 19 July 2022.

Who runs CPN Private Wealth?

Companies House lists 2 directors of CPN Private Wealth: Dean Michael Proctor and Duncan Richard Walker.

How long has CPN Private Wealth been in business?

The company was formed on 19 July 2022.

What do CPN Private Wealth’s latest accounts show?

Its latest accounts, to 31 March 2025, show total equity of £445k (+87% from £238k) and cash at bank of £26.0k (up £24.3k from £1,631).