Clarion Wealth Planning Limited

Reference number: 518813

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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.

Company details

From the company's Companies House record.

Company number
06372922
Company status
Active
Company type
Private limited company
Incorporated
17 September 2007 (18 years old)
Registered office
Overbank, 52 London Road, Alderley Edge, SK9 7DZ, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Ronald David Walker Director Apr 1958 16 Aug 2012
Keith Walton Thompson Director Sep 1943 8 May 2017
Adam Wesley Wareing Director Jan 1981 20 Nov 2019
Matthew Neil Sherratt Director Aug 1978 1 Mar 2020
John Graeme Eric Winstanley Director Nov 1986 1 Mar 2020
Alistair Cartwright Director Nov 1990 1 Sep 2025
HARGREAVES MOUNTENEY LIMITED Corporate secretary Not published 16 Aug 2012

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Give regulated advice FSCS may apply
    A 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 apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.

    Check your FSCS cover →

  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
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  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Debt-counselling
  • 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.

  • SDJ Private Clients Ltd

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Common questions

Frequently asked questions

Is Clarion Wealth Planning Limited FCA authorised?
Yes, Clarion Wealth Planning Limited (FRN 518813) is authorised by the FCA to carry out regulated activities.
Is my money safe with Clarion Wealth Planning?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Clarion Wealth Planning to the Financial Ombudsman Service, free of charge.
Is Clarion Wealth Planning a scam or clone?
Clarion Wealth Planning is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Clarion Wealth Planning's Firm Reference Number (FRN)?
Clarion Wealth Planning's FRN is 518813. You can verify it on the FCA register.