Clearstone Financial Management Limited

Reference number: 811565

Instant download

Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

St. James's Place Wealth Management Plc Reference number: 195351 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Clearstone Financial Management Limited (FRN 811565) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Clearstone Financial Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Clearstone Financial Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

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.

In the full report: 3 background checks

  • When partnership.sjp.co.uk first appeared online, and whether it can receive email
  • What kind of line 07958 685910 is
  • Who else gives the postcode HA4 9HG
Instant PDF download
Other names (2)

If you were contacted under any of these names, it is this firm.

  • Alex Vasiliadis Former name
  • Alex Vasiliadis Financial Planning Former trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

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
13182753
Company status
Active
Company type
Private limited company
Incorporated
5 February 2021 (5 years old)
Registered office
A3 Broomsleigh Business Park, Worsley Bridge Road, London, SE26 5BN, England
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Alexandros Vasiliadis Director May 1971 5 Feb 2021 4 other companies
Lorraine Maxine Vasiliadis Director Nov 1965 4 Apr 2022 1 other company

Other companies run by these 2 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
4
closed down
4
run together
1

In the full report: all 4 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 1 company these 2 directors run together
Instant PDF download

Filed accounts and finances

Year to 31 March 2026Small company accountsNot audited

Net assets

£106k

+7.9% from £98.3k

Cash at bank

£96.6k

+3.4% from £93.4k

Employees (average)

2

Same as 2

Owed within a year

£107k

<1% from £108k

Assets and liabilities

In the full report: all 5 years of accounts

  • Every year from 2022 to 2026
  • The chart, over every year
  • Every filed figure, year by year
Instant PDF download
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.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 13182753. 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

Clearstone Financial Management’s history from the FCA register and Companies House, newest first.

Key events (4) All events (10)

2021

19 March 2021

  • Changed its registered name from "Alex Vasiliadis"

FCA register

5 February 2021

  • Incorporated at Companies House
  • Alexandros Vasiliadis took control (75–100% of shares)

Companies House

2018

13 June 2018

  • Became an appointed representative

FCA register

In the full report: all 10 events

  • All 10 events in its history (4 shown here)
  • Every director appointment and resignation: 2
Instant PDF download

Firms like Clearstone Financial Management

Other firms of the same type (financial adviser), nearest first.

In Ruislip

Astle Financial Planning LtdRuislipAppointed representativeCinardo Wealth Management LtdRuislipAppointed representativeJeremy PiperRuislipAppointed representativeVikas BirlaRuislipAppointed representativeAinsdale Finance LimitedRuislipAuthorisedLegacy Financial Solutions LimitedRuislipAuthorised

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 Clearstone Financial Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 4 other companies its directors have run, named
  • 3 background checks on its contact details
  • 5 years of accounts, charted
  • All 10 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Clearstone Financial Management Limited FCA authorised?
Clearstone Financial Management Limited (FRN 811565) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Clearstone Financial Management?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Clearstone Financial Management Limited (FRN 811565) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Clearstone Financial Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Clearstone Financial Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Clearstone Financial Management’s phone number and website?
The FCA register lists the phone number 07958 685910 and the website partnership.sjp.co.uk/partner/alexvasiliadis for Clearstone Financial Management. If you were given different contact details, use these to check with the firm before going any further.
Is Clearstone Financial Management a scam or clone?
Clearstone Financial Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Clearstone Financial Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Clearstone Financial Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Clearstone Financial Management?
Companies House lists one person with significant control of Clearstone Financial Management: Mr Alexandros Vasiliadis (75–100% of shares).
Who runs Clearstone Financial Management?
Companies House lists 2 directors of Clearstone Financial Management: Alexandros Vasiliadis and Lorraine Maxine Vasiliadis.
How long has Clearstone Financial Management been in business?
The company was formed on 5 February 2021.
What do Clearstone Financial Management’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £106k (+7.9% from £98.3k) and cash at bank of £96.6k (+3.4% from £93.4k).
Does Clearstone Financial Management use any other names?
It has previously used 2 other names: Alex Vasiliadis and Alex Vasiliadis Financial Planning.

Sources and links

The full report on Clearstone Financial Management Limited

£19.99 · Instant PDF download

Loading secure checkout…