Clifton Wealth Partnership Portishead Limited
Reference number: 1005046
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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
Clifton Wealth Partnership Ltd Reference number: 541273 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.
- Clifton Wealth Partnership Portishead Limited (FRN 1005046) is an AR of Clifton Wealth Partnership Ltd (FRN 541273). When you use Clifton Wealth Partnership Portishead's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Clifton Wealth Partnership Portishead, 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.
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No website on the FCA register
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Verified phone number
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Verified address
The Pavilions, 69-71 Macrae Road, Ham Green, Bristol, BS20 0DD, United Kingdom
Company details
From the company's Companies House record.
- Company number
- 10878208
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 21 July 2017 (9 years old)
- Registered office
- The Pavilions Eden Park, Ham Green, Bristol, BS20 0DD, United Kingdom
- Nature of business
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- Activities of insurance agents and brokers (SIC 66220)
Current directors and secretaries
| Name | Role | Born | Appointed |
|---|---|---|---|
| Anthony Valentine Carty | Director | Jul 1967 | 28 Feb 2025 |
| Neil Greenaway | Director | Nov 1970 | 28 Feb 2025 |
| Thomas Edward Chambers | Secretary | Not published | 28 Feb 2025 |
Activities and protection
What they can do, and how you are protected
- Protection through the principal firmProtection works through Clifton Wealth Partnership Ltd, 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.
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.
- Pure Advanced Financial Planning Ltd
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Common questions