Clifton Wealth Partnership Ltd
Reference number: 541273
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Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
Identity
Check their details
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.
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Verified website
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Verified phone number
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Verified address
Clifton Asset Management plc, The Pavilions 69-71, Macrae Road, Pill, Bristol, North Somerset, BS20 0DD, United Kingdom
Company details
From the company's Companies House record.
Concerns on the company record
- Confirmation statement is overdue at Companies House.
- Company number
- 07487477
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 10 January 2011 (15 years old)
- Registered office
- 69-71 Macrae Road, Pill, Bristol, BS20 0DD, England
- Nature of business
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- Other activities auxiliary to insurance and pension funding (SIC 66290)
Current directors and secretaries
| Name | Role | Born | Appointed |
|---|---|---|---|
| Anthony Valentine Carty | Director | Jul 1967 | 24 Apr 2019 |
| Neil Greenaway | Director | Nov 1970 | 24 Apr 2019 |
| Ellis Organ | Director | Sep 1963 | 24 Apr 2019 |
| Thomas Edward Chambers | Secretary | Not published | 24 Apr 2019 |
Activities and protection
What they can do, and how you are protected
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Sell or arrange insurance FSCS may applyEligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
- Advise on or arrange mortgages FSCS may applyMortgage advice and arranging may be FSCS-covered, up to the limit that applies.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
Show FCA detail (11 permissions)
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on P2P agreements
- Advising on Pension Transfers and Pension Opt Outs
- Advising on regulated mortgage contracts
- Arranging (bringing about) deals in investments
- Arranging (bringing about) regulated mortgage contracts
- Assisting in the administration and performance of a contract of insurance
- Dealing in investments as agent
- Debt-counselling
- Making arrangements with a view to regulated mortgage contracts
- Making arrangements with a view to transactions in investments
Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Track record
FCA actions and complaints
No FCA disciplinary action, and no complaints recorded with the Ombudsman.
Previously registered as
The FCA register holds one earlier registered name for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.
- Plan For Life Wealth Management Limited
Names it no longer trades under
This firm has retired 2 trading names. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.
Show the retired names
- Plan for Life
- Plan for Life Wealth Management
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