Clifton Wealth Partnership (Aberdeen) Ltd

Reference number: 991021

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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

Clifton Wealth Partnership Ltd Reference number: 541273 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.
  • Clifton Wealth Partnership (Aberdeen) Ltd (FRN 991021) is an AR of Clifton Wealth Partnership Ltd (FRN 541273). When you use Clifton Wealth Partnership (Aberdeen)'s services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Clifton Wealth Partnership (Aberdeen), 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 cliftonwealthpartnership.co.uk first appeared online, and whether it can receive email
  • What kind of line 01224 655009 is
  • Who else gives the postcode AB10 1RD
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Other names (1)

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

  • Burnett & Reid Wealth Management Ltd Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Clifton Wealth Partnership Ltd, 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.

Key dates in its history

Clifton Wealth Partnership (Aberdeen)’s history from the FCA register and Companies House, newest first.

2024

1 August 2024

  • Changed its registered name from "Burnett & Reid Wealth Management Ltd"

FCA register

2023

1 February 2023

  • Became an appointed representative

FCA register

Firms like Clifton Wealth Partnership (Aberdeen)

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

In Aberdeen

Adam Sinclair & Associates Wealth Management LtdAberdeenAppointed representativeAmanda Louise KnoxAberdeenAppointed representativeBuchan Wealth Management LtdAberdeenAppointed representativeCraig Andrew McPetrieAberdeenAppointed representativeCreate Financial Solutions LimitedAberdeenAppointed representativeDavid Butler FS LtdAberdeenAppointed 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 Clifton Wealth Partnership (Aberdeen)

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  • 3 background checks on its contact details

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Frequently asked questions about this firm

Is Clifton Wealth Partnership (Aberdeen) Ltd FCA authorised?
Clifton Wealth Partnership (Aberdeen) Ltd (FRN 991021) 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 Clifton Wealth Partnership (Aberdeen)?
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. Clifton Wealth Partnership (Aberdeen) Ltd (FRN 991021) is an AR of Clifton Wealth Partnership Ltd (FRN 541273). When you use Clifton Wealth Partnership (Aberdeen)'s services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Clifton Wealth Partnership (Aberdeen), 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 Clifton Wealth Partnership (Aberdeen)’s phone number and website?
The FCA register lists the phone number 01224 655009 and the website cliftonwealthpartnership.co.uk/client for Clifton Wealth Partnership (Aberdeen). If you were given different contact details, use these to check with the firm before going any further.
Is Clifton Wealth Partnership (Aberdeen) a scam or clone?
Clifton Wealth Partnership (Aberdeen) 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 Clifton Wealth Partnership (Aberdeen)?
Protection works through Clifton Wealth Partnership Ltd, the principal firm responsible for Clifton Wealth Partnership (Aberdeen)'s regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Does Clifton Wealth Partnership (Aberdeen) use any other names?
It has previously used the name Burnett & Reid Wealth Management Ltd.

Sources and links

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