ClearView Wealth Management Limited

Reference number: 1016726

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Appointed representative

This firm does not hold FCA authorisation of its own. It acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

ValidPath Limited Reference number: 197107 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • ClearView Wealth Management Limited (FRN 1016726) is an AR of ValidPath Limited (FRN 197107). When you use ClearView Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from ClearView Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

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.

  • No website on the FCA register

  • Verified phone number

    01395 578634

  • Verified address

    5 Alexandria Road, Sidmouth, Devon, EX10 9HD, United Kingdom

Also trades as
  • ClearView Wealth

Company details

From the company's Companies House record.

Company number
15706454
Company status
Active
Company type
Private limited company
Incorporated
7 May 2024 (2 years old)
Registered office
Ash House Cook Way, Bindon Road, Taunton, Somerset, TA2 6BJ, United Kingdom
Nature of business
  • Financial management (SIC 70221)

Current directors and secretaries

Name Role Born Appointed
Charles Richard Wright Director Dec 1975 7 May 2024
Lawrence Oliver Tawse Director Apr 1981 16 Feb 2026

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Protection through the principal firm
    Protection works through ValidPath Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.

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.

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Common questions

Frequently asked questions

Is ClearView Wealth Management Limited FCA authorised?
ClearView Wealth Management Limited (FRN 1016726) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for ClearView Wealth Management?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. ClearView Wealth Management Limited (FRN 1016726) is an AR of ValidPath Limited (FRN 197107). When you use ClearView Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from ClearView Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
Is my money safe with ClearView Wealth Management?
Protection works through ValidPath Limited, the principal firm responsible for ClearView Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Is ClearView Wealth Management a scam or clone?
ClearView Wealth Management 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 ClearView Wealth Management's Firm Reference Number (FRN)?
ClearView Wealth Management's FRN is 1016726. You can verify it on the FCA register.