Clifton Wealth Management Ltd

FRN: 845409
Companies House: 12026356
Last scraped: 3 days ago

This firm operates as an appointed representative of St. James's Place Wealth Management Plc. 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

49 Princess Street

Clifton

Bristol

BS8 4BX

UNITED KINGDOM

Phone

+4401179809030

Web

https://www.cliftonwealthmanagement.co.uk

Approved individuals

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

Andrew John Down
IRN AJD01373
- Employed By (since 9 Jul 2019)
Jonathan Edward Barnfield
IRN JXB11738
- Employed By (since 9 Jul 2019)
Joseph Marcus Sykes
IRN JMS01505
- Employed By (15 Nov 2021 to 6 Jun 2025)
Nicola Harrison
IRN NLC00002
- Employed By (1 Aug 2019 to 29 Apr 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.