Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
Website, phone number and address
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
-
No website on the FCA register
-
Phone number
-
Address
Overbank, 52 London Road, Alderley Edge, Cheshire, SK9 7DZ, United Kingdom
In the full report: 2 background checks
- What kind of line 01625 466360 is, and the other firm that gives it
- Who else gives the postcode SK9 7DZ
Other names (1)
If you were contacted under any of these names, it is this firm.
- Wealth Metrics Limited Former trading name: A name it used to trade under.
FCA permissions and consumer protection
- Hold or safeguard your money · Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (6 permissions)
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Arranging (bringing about) deals in investments
- Arranging safeguarding and administration of assets
- Dealing in investments as agent
- Making arrangements with a view to transactions in investments
- Managing investments
Limits on what they may do
- This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 07899035 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 5 January 2012 (14 years old)
- Registered office
- Overbank, 52 London Road, Alderley Edge, SK9 7DZ, England
- Nature of business
-
- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Ronald David Walker | Director | Apr 1958 | 1 Apr 2012 | 13 other companies |
| Keith Walton Thompson | Director | Sep 1943 | 8 May 2017 | 7 other companies |
| Adam Wesley Wareing | Director | Jan 1981 | 20 Nov 2019 | 6 other companies |
| Matthew Neil Sherratt | Director | Aug 1978 | 1 Mar 2020 | 3 other companies |
| John Graeme Eric Winstanley | Director | Nov 1986 | 1 Mar 2020 | 2 other companies |
| Alistair Cartwright | Director | Nov 1990 | 1 Sep 2025 | 2 other companies |
| HARGREAVES MOUNTENEY LIMITED | Corporate secretary | Not published | 22 Nov 2012 | – |
Other companies run by these 6 directors
A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.
- other companies
- 25
- closed down
- 7
- are FCA-registered
- 3
In the full report: all 25 companies, named
- What each company does, and whether it is still trading
- Which of these 6 directors sit on each board, and since when
- Any that went into liquidation or administration
- The 3 on the FCA register, including one no longer authorised
- The 2 companies these 6 directors run together
- All 9 people who have ever been directors, with their dates
Filed accounts and finances
Profit before tax
£622k
+27% from £491k
Total equity
£1.51m
+14% from £1.32m
Cash at bank
£805k
+42% from £565k
Owed within a year
£3.08m
+23% from £2.51m
Profit before tax
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
Accounts filed at Companies House for company 07899035. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
Clarion Investment Management’s history from the FCA register and Companies House, newest first.
2024
1 October 2024
- Clarion Group Limited gave up control
- Clarion Wealth Group Limited took control (75–100% of shares)
Companies House
2017
7 April 2017
- Clarion Group Limited took control (75–100% of shares)
Companies House
2013
1 April 2013
- Regulated by the FCA from this date
FCA register
2012
6 December 2012
- Regulated by the Financial Services Authority from this date
- FCA imposed a requirement (May control but not hold client money)
- Became authorised by the FCA
FCA register
5 January 2012
- Incorporated at Companies House
Companies House
In the full report: all 25 events
- All 25 events in its history (8 shown here)
- Every director appointment and resignation: 12
Firms connected to Clarion Investment Management
Other FCA-listed firms that share a director, phone number or address with Clarion Investment Management. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 2
- share a director
- 1
- share its phone number
- 1
In the full report: all 2 connected firms, named
- How each is linked: shared directors (1), the same phone number (1), the same postcode (2)
- Who links each one: the named directors, with dates
- 2 past links through former directors
Firms like Clarion Investment Management
Other firms of the same type (investment or fund manager), nearest first.
In Alderley Edge
In the Stockport (SK) postcode area
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on Clarion Investment Management
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 25 other companies its directors have run, named
- 2 background checks on its contact details
- All 25 events in its history
- 2 connected firms, named, and who links them
Instant PDF One-off payment Secure checkout by Stripe
Frequently asked questions about this firm
Is Clarion Investment Management Limited FCA authorised?
What is Clarion Investment Management’s phone number?
Is Clarion Investment Management a scam or clone?
Is my money safe with Clarion Investment Management?
Who owns Clarion Investment Management?
Who runs Clarion Investment Management?
How long has Clarion Investment Management been in business?
What do Clarion Investment Management’s latest accounts show?
Does Clarion Investment Management use any other names?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk