CWM Wealth Management Limited

Reference number: 502152

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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.

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.
  • CWM Wealth Management Limited (FRN 502152) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use CWM Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from CWM 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.

In the full report: 3 background checks

  • When collinswm.co.uk first appeared online, and whether it can receive email
  • What kind of line 07815 656797 is
  • Who else gives the postcode NG21 0HJ
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Other names (2)

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

  • Collins Wealth Management Trading name
  • Michael Alan Collins Former name

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
13743975
Company status
Active
Company type
Private limited company
Incorporated
15 November 2021 (4 years old)
Registered office
Birch House, Ransom Wood Business Park Southwell Road West, Rainworth, Mansfield, NG21 0HJ, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Ben Arthur Collins Director Feb 1987 15 Nov 2021 None
Sarah Louise Collins Director Mar 1988 23 Jun 2022 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
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Filed accounts and finances

Year to 31 March 2026Small company accountsNot audited

Net assets

£1.63m

+5.2% from £1.55m

Cash at bank

£260k

−8.7% from £285k

Employees (average)

11

−8.3% from 12

Owed within a year

£369k

+16% from £316k

Assets and liabilities

In the full report: all 4 years of accounts

  • Every year from 2023 to 2026
  • The chart, over every year
  • Every filed figure, year by year
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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 13743975. 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

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

Key events (6) All events (11)

2022

23 June 2022

  • Sarah Louise Collins became a part-owner (25–50% of shares)

Companies House

14 February 2022

  • Changed its registered name from "Collins Wealth Management"

FCA register

2021

15 November 2021

  • Incorporated at Companies House
  • Ben Arthur Collins became the majority owner (50–75% of shares)

Companies House

2019

17 September 2019

  • Changed its registered name from "Michael Alan Collins"

FCA register

2009

9 June 2009

  • Became an appointed representative

FCA register

In the full report: all 11 events

  • All 11 events in its history (6 shown here)
  • Every director appointment and resignation: 2
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Firms like CWM Wealth Management

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

In Mansfield

Cornerstone Wealth Planning LimitedMansfieldAppointed representativeFrances FordMansfieldAppointed representativeHall-Ward IFA LtdMansfieldAppointed representativeKiss Mortgages LtdMansfieldAppointed representativeM D Slack Wealth Management LtdMansfieldAppointed representativeStronghold Legacy Planning LtdMansfieldAppointed 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 CWM Wealth Management

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
  • 4 years of accounts, charted
  • All 11 events in its history

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Frequently asked questions about this firm

Is CWM Wealth Management Limited FCA authorised?
CWM Wealth Management Limited (FRN 502152) 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 CWM 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. CWM Wealth Management Limited (FRN 502152) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use CWM Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from CWM 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 CWM Wealth Management’s phone number and website?
The FCA register lists the phone number 07815 656797 and the website collinswm.co.uk for CWM Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is CWM Wealth Management a scam or clone?
CWM 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 CWM Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for CWM Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns CWM Wealth Management?
Companies House lists 2 people with significant control of CWM Wealth Management: Mr Ben Arthur Collins (50–75% of shares) and Mrs Sarah Louise Collins (25–50% of shares).
Who runs CWM Wealth Management?
Companies House lists 2 directors of CWM Wealth Management: Ben Arthur Collins and Sarah Louise Collins.
How long has CWM Wealth Management been in business?
The company was formed on 15 November 2021.
What do CWM Wealth Management’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £1.63m (+5.2% from £1.55m) and cash at bank of £260k (−8.7% from £285k).
Does CWM Wealth Management use any other names?
It trades as Collins Wealth Management. It has previously used the name Michael Alan Collins.

Sources and links

The full report on CWM Wealth Management Limited

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