UK (FCA)
Authorised
MiFID
Authorised since August 2021
Last updated 11 February 2026
CSM Financial Solutions Limited
Investment and advice, Holistic financial planner
Location
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
20 January 2026
Role appointment: SMF3 Executive Director (Vincent Matthews)
5 August 2021
First authorised by the FCA
5 August 2021
Permission update: Advising (ex Pension Transfers/Opt Outs)
Firm permissions
Consumer Credit
Designated Investment Business
Latest financial accounts
Key people
SMF17 Money Laundering Reporting Officer (MLRO)
Mrs Caroline Matthews
email@company.com+44 20 0000 0000
FAQ
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