Clifton Wealth Partnership Ltd

Date authorised
1 April 2013
Companies House
07487477
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Clifton Asset Management plc
    The Pavilions 69-71
    Macrae Road
    Pill
    Bristol
    North Somerset
    BS20 0DD
    UNITED KINGDOM
    Phone
    +4401275813700
    Web
    https://www.cliftonwealthpartnership.co.uk

  • Complaints Contact

    Clifton Asset Management plc
    The Pavilions 69-71
    Macrae Road
    Pill
    Bristol
    North Somerset
    BS20 0DD
    UNITED KINGDOM
    Phone
    +4401275813700

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • P2P Lending Advice

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

  • Pension Transfer Advice

    For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

    Show 2 limitations
    • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from: i) pension policies with a Guaranteed Annuity Rate (for the avoidance of doubt, this includes policies which are retirement annuity contracts with a minimum guaranteed income, where that income satisfies limb (b) of the Glossary definition of Guaranteed Annuity Rate); ii) defined contribution occupational schemes without safeguarded benefits.
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Investment Advice (no pensions)

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Arranges Investments

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Insurance Admin

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Stockbroking

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Debt Advice

    Show 1 limitation
    • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

Approved individuals

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

  • Christian John Howard Lloyd Markwick

    IRN CJM01217

    • [FCA CF] Manager of certification employee (since 13 Oct 2025)
  • Christopher James Hunt

    IRN CJH00064

    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF1 Director (AR) (since 28 Jul 2021)
    • [FCA CF] Functions requiring qualifications (since 1 Feb 2021)
    • [FCA CF] Client dealing (since 1 Feb 2021)
    • Appointed representative dealing with clients for which they require qualification (since 1 Feb 2021)
  • Colin Findlay Morgan

    IRN CFM00017

    • [FCA CF] Client dealing (18 Nov 2022 to 31 Jul 2024)
    • CF30 Customer (18 Nov 2022 to 30 Sep 2024)
    • [FCA CF] Functions requiring qualifications (18 Nov 2022 to 31 Jul 2024)
  • Conor Murphy

    IRN CXM01031

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • CF30 Customer (since 17 Jan 2025)
    • [FCA CF] Client dealing (since 1 Mar 2024)
    • [FCA CF] Functions requiring qualifications (since 1 Mar 2024)
  • David John Ryan

    IRN DJR00033

    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 11 Feb 2025)
    • [FCA CF] Client dealing (since 11 Feb 2025)
  • David Thomas Bentley

    IRN DTB01066

    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF30 Customer (since 28 Feb 2026)
    • [FCA CF] Client dealing (since 23 May 2023)
    • [FCA CF] Functions requiring qualifications (since 4 Oct 2022)
  • Douglas Blanchard

    IRN DXB01793

    • CF30 Customer (29 Jun 2024 to 9 Dec 2025)
    • [FCA CF] Client dealing (21 Jun 2024 to 24 Feb 2026)
    • Appointed representative dealing with clients for which they require qualification (21 Jun 2024 to 24 Feb 2026)
    • [FCA CF] Functions requiring qualifications (21 Jun 2024 to 24 Feb 2026)
  • Ellis Organ

    IRN EXO00008

    • SMF3 Executive Director (since 1 May 2025)
  • George Rudge

    IRN GXR00222

    • [FCA CF] Functions requiring qualifications (16 Jan 2023 to 15 Mar 2024)
    • [FCA CF] Client dealing (16 Jan 2023 to 15 Mar 2024)
  • Gopi Patel

    IRN GXP00452

    • [FCA CF] Manager of certification employee (19 Jan 2026 to 10 Mar 2026)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

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