CFS was established in 2004 by Livio Bove and Royston O’Brien and they joined St. James's Place in 2006. The aim was to create a fully holistic advisory firm to assist clients in achieving their financial goals and securing their families’ finances.

The business quickly grew as Roy Brand, Marc Blackwell and Joshua Bove joined over the subsequent years with the aim of providing continuity to our clients once the founders stepped back in 2019.

At that point, CFS Wealth Planning Limited was established with Roy Marc and Josh buying CFS Wealth Management LLP from Livio and Royston.

The Practice is a Senior Partner Practice of St. James's Place, and despite the turbulent macroeconomic climate, the business has gone from strength to strength. This year we have brought on two new advisers; James Messenger and Marc Tomkins who will help to service our clients.