CSM Financial Solutions Limited
Reference number: 942693
Instant download
Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
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.
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Phone number
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Address
Tudor Lodge, Folly Road, Inkpen, Hungerford, Berkshire, RG17 9QB, United Kingdom
In the full report: 3 background checks
- When csmfinancialsolutions.co.uk first appeared online, and whether it can receive email
- What kind of line 07760 665656 is
- Who else gives the postcode RG17 9QB
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA 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 applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (6 permissions)
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on Pension Transfers and Pension Opt Outs
- Arranging (bringing about) deals in investments
- Credit Broking
- Debt-counselling
- 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
- 07506701 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 26 January 2011 (15 years old)
- Registered office
- Matches the FCA register address ✓
- Nature of business
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- Activities of insurance agents and brokers (SIC 66220)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Caroline Sarah Matthews | Director | Sep 1970 | 26 Jan 2011 | None |
| Vincent Matthews | Director | Sep 1962 | 26 Apr 2025 | None |
In the full report: every company its directors have run
- Confirmation that these 2 directors run no other company
Filed accounts and finances
Net assets
£136k
<1% from £135k
Cash at bank
£181k
+23% from £147k
Employees (average)
2
+100% from 1
Owed within a year
£89.2k
+27% from £70.0k
Net assets
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 07506701. Figures are exactly as filed; nothing is estimated.
Key dates in its history
CSM Financial Solutions’s history from the FCA register and Companies House, newest first.
2025
2 June 2025
- Vincent Matthews became a part-owner (25–50% of shares)
Companies House
2021
5 August 2021
- Regulated by the FCA from this date
- Became authorised by the FCA
FCA register
2017
26 January 2017
- Caroline Sarah Matthews became the majority owner (50–75% of shares)
Companies House
2011
26 January 2011
- Incorporated at Companies House
Companies House
In the full report: all 11 events
- All 11 events in its history (5 shown here)
- Every director appointment and resignation: 2
Firms like CSM Financial Solutions
Other firms of the same type (financial adviser), nearest first.
In Berkshire
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 CSM Financial Solutions
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- Every company its directors have run, named
- 3 background checks on its contact details
- 7 years of accounts, charted
- All 11 events in its history
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Frequently asked questions about this firm
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How long has CSM Financial Solutions been in business?
What do CSM Financial Solutions’ latest accounts show?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk