Clever Investment Management Ltd

• Principal Place of Business

  Watergate House

  85 Watergate Street

  Chester

  Cheshire West And Chester

  CH1 2LF

  UNITED KINGDOM

  Phone

  +4401244346343

  Web

  https://www.cleveradviser.com

• Complaints Contact

  Watergate House

  85 Watergate Street

  Chester

  Cheshire West And Chester

  CH1 2LF

  UNITED KINGDOM

  Phone

  +4401244346316

• Investment Advice (no pensions)

  For Eligible Counterparty, Professional, Certificates representing certain security, Government and public security, Personal pension scheme, Rights to or interests in investments (Security), Share, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Eligible Counterparty, Professional, Certificates representing certain security, Government and public security, Personal pension scheme, Rights to or interests in investments (Security), Share, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

• Stockbroking

  For Eligible Counterparty, Professional, Certificates representing certain security, Government and public security, Personal pension scheme, Rights to or interests in investments (Security), Share, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

• Investment Setup

  For Eligible Counterparty, Professional, Certificates representing certain security, Government and public security, Personal pension scheme, Rights to or interests in investments (Security), Share, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

• Manages Your Portfolio

  For Eligible Counterparty, Professional, Certificates representing certain security, Government and public security, Personal pension scheme, Rights to or interests in investments (Security), Share, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

• Anthony Alexander Douglas Walters

  IRN AAW01067

  • [FCA CF] Significant management (since 2 Jan 2025)
  • [FCA CF] Client dealing (since 2 Jan 2025)
• Colum Graham Anthony Wilde

  IRN CGW00006

  • SMF1 Chief Executive (since 13 Sep 2024)
  • SMF3 Executive Director (since 13 Sep 2024)
• Davinia Rogers

  IRN DXR25815

  • SMF3 Executive Director (since 9 Apr 2026)
  • [FCA CF] Client dealing (since 7 Apr 2025)
  • [FCA CF] Manager of certification employee (since 7 Apr 2025)
• Gary Roberts

  IRN GXR00301

  • SMF3 Executive Director (since 13 Sep 2024)
• Gemma Vernon

  IRN GXV00086

  • [FCA CF] Client dealing (since 1 Oct 2024)
• George James Cliff

  IRN GXC00548

  • SMF3 Executive Director (since 13 Sep 2024)
• Graeme Robert Pollok

  IRN GRP01029

  • SMF16 Compliance Oversight (since 13 Sep 2024)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 13 Sep 2024)
• Heather Michelle Anstey

  IRN HXA00305

  • [FCA CF] Client dealing (since 1 Oct 2024)
  • [FCA CF] Manager of certification employee (1 Oct 2024 to 1 Jul 2025)
• Henry Norman Shirman

  IRN HXS00450

  • SMF9 Chair of the Governing Body (since 13 Sep 2024)
  • SMF3 Executive Director (since 13 Sep 2024)
• Joanne Graham

  IRN JXG00851

  • [FCA CF] Significant management (since 1 Oct 2024)

No changes recorded yet.