CTP Wealth Management Limited

Reference number: 606997

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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.

Appointed for 13 years
Protected through the principal
No FCA actions
Active company since 2013
Accounts filed up to 31 July 2026

Responsible principal firm

St. James's Place Wealth Management Plc Reference number: 195351 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.
CTP Wealth Management Limited (FRN 606997) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use CTP Wealth Management's services, the FCA authorisation sits with the principal firm.
Example: if you take financial advice from CTP Wealth Management, 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

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

07921 140919
Address

2 Element Court, Hilton Cross Business Park, Featherstone, Wolverhampton, Staffordshire, WV10 7FE, United Kingdom

In the full report: 3 background checks

When ctpwm.co.uk first appeared online, and whether it can receive email
What kind of line 07921 140919 is
Who else gives the postcode WV10 7FE

FCA permissions and consumer protection

Protection through the principal firm
Protection works through St. James's Place Wealth Management PLC, 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: 08609005 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 15 July 2013 (13 years old)
Registered office: The Beeches, Stourbridge Road, Bridgnorth, WV15 6AQ, England
Nature of business: Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Gregory Finch	Director	Aug 1978	2 Oct 2013	5 other companies
Alexander Anthony Round	Director	Jul 1989	4 Sep 2018	6 other companies
Steven Mark Compton	Director	Dec 1969	29 Oct 2025	None
Gregory Finch	Secretary	Not published	2 Oct 2013	–

Other companies run by these 3 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: 10
closed down: 3
run together: 1

In the full report: all 10 companies, named

What each company does, and whether it is still trading
Which of these 3 directors sit on each board, and since when
Any that went into liquidation or administration
The 1 company these 3 directors run together
All 5 people who have ever been directors, with their dates

Filed accounts and finances

Year to 31 July 2026Small company accountsNot audited

Net assets

£527k

+54% from £343k

Cash at bank

£155k

No earlier figure to compare

Employees (average)

Same as 7

Owed within a year

£289k

Up £649k from −£360k

Net assets

In the full report: all 8 years of accounts

Every year from 2019 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 08609005. Figures are exactly as filed; nothing is estimated.

Key dates in its history

CTP Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (4) All events (13)

2016

6 April 2016

Alexander Anthony Round became a part-owner (25–50% of shares)
Gregory Finch became a part-owner (25–50% of shares)

Companies House

2013

9 September 2013

Became an appointed representative

FCA register

15 July 2013

Incorporated at Companies House

Companies House

In the full report: all 13 events

All 13 events in its history (4 shown here)
Every director appointment and resignation: 9

Firms like CTP Wealth Management

Other firms of the same type (insurance broker), nearest first.

In Wolverhampton

Iknowa Consumer Code LimitedWolverhamptonAppointed representative Invictus Active LimitedWolverhamptonAppointed representative The Mortgage Mogul LtdWolverhamptonAppointed representative Thornton Claverley Independent Financial Advisers LimitedWolverhamptonAppointed representative Vault Insurance Brokers LimitedWolverhamptonAppointed representative Vertex Underwriting Management LimitedWolverhamptonAppointed 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 CTP Wealth Management

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

10 other companies its directors have run, named
3 background checks on its contact details
8 years of accounts, charted
All 13 events in its history

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Frequently asked questions about this firm

Is CTP Wealth Management Limited FCA authorised?

CTP Wealth Management Limited (FRN 606997) 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 CTP Wealth Management?

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. CTP Wealth Management Limited (FRN 606997) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use CTP Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from CTP Wealth Management, 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 CTP Wealth Management’s phone number and website?

The FCA register lists the phone number 07921 140919 and the website ctpwm.co.uk for CTP Wealth Management. If you were given different contact details, use these to check with the firm before going any further.

Is CTP Wealth Management a scam or clone?

CTP Wealth Management 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 CTP Wealth Management?

Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for CTP Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.

Who owns CTP Wealth Management?

Companies House lists 2 people with significant control of CTP Wealth Management: Mr Gregory Finch (25–50% of shares) and Mr Alexander Anthony Round (25–50% of shares).

Who runs CTP Wealth Management?

Companies House lists 3 directors of CTP Wealth Management: Gregory Finch, Alexander Anthony Round and Steven Mark Compton.

How long has CTP Wealth Management been in business?

The company was formed on 15 July 2013.

What do CTP Wealth Management’s latest accounts show?

Its latest accounts, to 31 July 2026, show net assets of £527k (+54% from £343k) and cash at bank of £155k (no earlier figure to compare).

Sources and links

Its entry on the FCA register register.fca.org.uk
Its Companies House record gov.uk
Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
Report a scam to the FCA fca.org.uk