Clifton Wealth Partnership (Stroud) Ltd

FRN: 991032
Last scraped: 2 weeks ago

This firm operates as an appointed representative of Clifton Wealth Partnership Ltd. 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

The Pavilions

69-71 Macrae Road

Ham Green

Bristol

BS20 0DD

UNITED KINGDOM

Phone

+4401275813700

Web

https://www.cliftonwealthpartnership.co.uk/client/noble-james.html

Approved individuals

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

Anthony Valentine Carty
IRN AVC00003
- Employed By (since 3 Feb 2023)
James Mark Mitchell Brown
IRN JXB00167
- Employed By (since 13 Feb 2023)
Julian Law
IRN JXL00148
- Employed By (3 Feb 2023 to 31 Mar 2025)
Magdalena Emilia Lietzau
IRN MXL00717
- Employed By (since 22 Mar 2026)
Martin John Birch
IRN MJB00116
- Employed By (3 Feb 2023 to 16 Mar 2026)

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.