CSM Financial Solutions Limited
Investment and advice, Holistic financial planner
Tudor Lodge, Folly Road, Inkpen Hungerford, Berkshire, RG17 9QB
Summary
CSM Financial Solutions Limited is a Berkshire-based holistic financial planner. It was first authorised by the FCA in 2021. It has permissions related to credit, investments, and pensions.
Timeline
Role appointment: SMF3 Executive Director (Vincent Matthews)
First authorised by the FCA
Permission update: Advising (ex Pension Transfers/Opt Outs)
Firm permissions
SMF17 Money Laundering Reporting Officer (MLRO)
Mrs Caroline Matthews
CPD12 - Personal recommendation/dealing in securities (not SHP/PPP/Broker funds)
Mrs Caroline Matthews
CPD2 - Personal recommendation on Securities (not SHP/PPP/Broker funds)
Mrs Caroline Matthews
CPD4 - Personal recommendation on retail investments (not broker funds)
Mrs Caroline Matthews
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Mrs Caroline Matthews
CPD8 - Personal recommendation on investments in corporate finance business
Mrs Caroline Matthews
FAQ
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