Clever Investment Management Ltd
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
Watergate House85 Watergate StreetChesterCheshire West And ChesterCH1 2LFUNITED KINGDOM- Phone
- +4401244346343
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Complaints Contact
Watergate House85 Watergate StreetChesterCheshire West And ChesterCH1 2LFUNITED KINGDOM- Phone
- +4401244346316
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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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.
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Authorised to Operate
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- · The firm can only agree to carry on the regulated activities specified in this Notice.
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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.
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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.
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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.
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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.
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Liam Roberts
IRN LXR00353
- [FCA CF] Client dealing (1 Oct 2024 to 28 Mar 2025)
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Natalie Helen Saunders
IRN NXS00683
- [FCA CF] Client dealing (since 1 Oct 2024)
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Neil Harding
IRN NXH00504
- [FCA CF] Significant management (since 7 Apr 2025)
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Nicola Dawn Cornish
IRN NXC00416
- SMF3 Executive Director (since 13 Sep 2024)
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Patrick Markham Boughton
IRN PXB00670
- SMF3 Executive Director (13 Sep 2024 to 10 Oct 2024)
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Ryan Lee Cornish
IRN RXC00871
- [FCA CF] Client dealing (since 29 Jul 2025)
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.