Clarion Wealth Planning Limited
Reference number: 518813
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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.
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Phone number
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Address
Overbank, 52 London Road, Alderley Edge, Cheshire, SK9 7DZ, United Kingdom
In the full report: 3 background checks, 1 thing worth a closer look
- When clarionwealth.co.uk first appeared online, and whether it can receive email
- 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.
- SDJ Private Clients Ltd Former name: A name it was registered under before.
FCA permissions and consumer protection
- 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.
- 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.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
- 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 (5 permissions)
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on Pension Transfers and Pension Opt Outs
- Arranging (bringing about) deals in investments
- Debt-counselling
- Making arrangements with a view to transactions in investments
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
- 06372922 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 17 September 2007 (19 years old)
- Registered office
- Overbank, 52 London Road, Alderley Edge, SK9 7DZ, England
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Ronald David Walker | Director | Apr 1958 | 16 Aug 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 | 16 Aug 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
- The 2 companies these 6 directors run together
- All 10 people who have ever been directors, with their dates
Filed accounts and finances
Profit before tax
£1.49m
+11% from £1.35m
Net assets
£3.91m
+10% from £3.55m
Cash at bank
£761k
+44% from £528k
Owed within a year
£708k
+174% from £259k
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 06372922. 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 Wealth Planning’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
2016
7 April 2016
- 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
31 October 2012
- Changed its registered name from "SDJ Private Clients Ltd"
FCA register
16 August 2012
- Board replaced: its only director left and 2 new directors took over
Companies House
2010
14 June 2010
- Became authorised by the FCA
FCA register
23 February 2010
- Regulated by the Financial Services Authority from this date
FCA register
15 January 2010
- Board replaced: its only director left and a new director took over
Companies House
2007
17 September 2007
- Incorporated at Companies House
Companies House
In the full report: all 27 events
- All 27 events in its history (10 shown here)
- Every director appointment and resignation: 14
Firms connected to Clarion Wealth Planning
Other FCA-listed firms that share a director, phone number or address with Clarion Wealth Planning. 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 Wealth Planning
Other firms of the same type (financial adviser), nearest first.
In Alderley Edge
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 Wealth Planning
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
- 3 background checks on its contact details, 1 flagged
- All 27 events in its history
- 2 connected firms, named, and who links them
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Frequently asked questions about this firm
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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