Clearview Wealth Planning Limited

Reference number: 1051622

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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

Corbel Partners Limited Reference number: 429142 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.
  • Clearview Wealth Planning Limited (FRN 1051622) is an AR of Corbel Partners Limited (FRN 429142). When you use Clearview Wealth Planning's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Clearview Wealth Planning, 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, 1 thing worth a closer look

  • When clearview-wealth.co.uk first appeared online, and whether it can receive email
  • What kind of line 07792 171261 is
  • Who else gives the postcode WA1 1GG
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Corbel Partners Limited, 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
16958112
Company status
Active
Company type
Private limited company
Incorporated
12 January 2026 (less than a year old)
Registered office
5 Farrington Street, Chorley, Lancashire, PR7 1DY, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Timothy Stubbins Director Apr 1983 12 Jan 2026 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Key dates in its history

Clearview Wealth Planning’s history from the FCA register and Companies House, newest first.

2026

25 February 2026

  • Became an appointed representative

FCA register

12 January 2026

  • Incorporated at Companies House
  • Timothy Stubbins took control (75–100% of shares)
  • Timothy Stubbins appointed as a director

Companies House

Director appointments and resignations, and trading names, appear under All events.

Firms like Clearview Wealth Planning

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

In Warrington

123-Wealth LtdWarringtonAppointed representativeBright FS LimitedWarringtonAppointed representativeCheshire Wealth Partnership LimitedWarringtonAppointed representativeDJB Wealth Management LtdWarringtonAppointed representativeEfinity Wealth LimitedWarringtonAppointed representativeEvoke Financial Planning LtdWarringtonAppointed representative

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 Clearview Wealth Planning

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

  • Every company its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • All 4 events in its history

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Frequently asked questions about this firm

Is Clearview Wealth Planning Limited FCA authorised?
Clearview Wealth Planning Limited (FRN 1051622) 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 Clearview Wealth Planning?
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. Clearview Wealth Planning Limited (FRN 1051622) is an AR of Corbel Partners Limited (FRN 429142). When you use Clearview Wealth Planning's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Clearview Wealth Planning, 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 Clearview Wealth Planning’s phone number and website?
The FCA register lists the phone number 07792 171261 and the website clearview-wealth.co.uk for Clearview Wealth Planning. If you were given different contact details, use these to check with the firm before going any further.
Is Clearview Wealth Planning a scam or clone?
Clearview Wealth Planning 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 Clearview Wealth Planning?
Protection works through Corbel Partners Limited, the principal firm responsible for Clearview Wealth Planning's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Clearview Wealth Planning?
Companies House lists one person with significant control of Clearview Wealth Planning: Mr Timothy Stubbins (75–100% of shares).
Who runs Clearview Wealth Planning?
Companies House lists one director of Clearview Wealth Planning: Timothy Stubbins.
How long has Clearview Wealth Planning been in business?
The company was formed on 12 January 2026.

Sources and links

The full report on Clearview Wealth Planning Limited

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