Clear Vision Wealth Management Ltd

FRN: 968824
Companies House: 13555174
Last scraped: 2 weeks ago

This firm operates as an appointed representative of ValidPath Limited. Its regulated business runs under their FCA authorisation, and they're legally responsible for what it does.

Addresses

The contact details this firm has registered with the FCA.

Principal Place of Business

112-116 Chorley New Road

Bolton

Bolton

BL1 4DH

UNITED KINGDOM

Phone

+4401204565306

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

Elizabeth Jane Noble
IRN EXN00046
- Employed By (2 Feb 2022 to 23 May 2022)
John Paul Lyons
IRN JPL00022
- Employed By (since 18 May 2022)
Kevin Delaney
IRN KXD01377
- Employed By (since 15 Feb 2022)

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.

What it all means

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.