Clifton Wealth Partnership Ltd

Reference number: 541273

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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.

  • Website

    cliftonwealthpartnership.co.uk

  • Phone number

    01275 813700

    Also given by a firm that is no longer authorised. Check you are dealing with the firm on this page.

  • Address

    Clifton Asset Management plc, The Pavilions 69-71, Macrae Road, Pill, Bristol, North Somerset, BS20 0DD, United Kingdom

In the full report: 3 background checks, 1 thing worth a closer look

  • When cliftonwealthpartnership.co.uk first appeared online, and whether it can receive email
  • What kind of line 01275 813700 is, and the 13 other firms that give it
  • Who else gives the postcode BS20 0DD
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Other names (3)

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

  • Plan For Life Wealth Management Limited Former name
  • Plan for Life Former trading name
  • Plan for Life Wealth Management Former trading name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A 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 apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (11 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Assisting in the administration and performance of a contract of insurance
  • Dealing in investments as agent
  • Debt-counselling
  • Making arrangements with a view to regulated mortgage contracts
  • 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
07487477
Company status
Active
Company type
Private limited company
Incorporated
10 January 2011 (15 years old)
Registered office
69-71 Macrae Road, Pill, Bristol, BS20 0DD, England
Nature of business
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Directors and company secretaries

Name Role Born Appointed Other companies
Anthony Valentine Carty Director Jul 1967 24 Apr 2019 22 other companies
Neil Greenaway Director Nov 1970 24 Apr 2019 22 other companies
Ellis Organ Director Sep 1963 24 Apr 2019 5 other companies
Thomas Edward Chambers Secretary Not published 24 Apr 2019 –

Other companies run by these 3 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
33
closed down
3
went insolvent
4

In the full report: all 33 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • The 4 that went into liquidation or administration
  • The 9 on the FCA register, including 2 no longer authorised
  • The 16 companies these 3 directors run together
  • All 7 people who have ever been directors, with their dates
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Key dates in its history

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

Key events (11) All events (30)

2023

30 April 2023

  • Clifton Asset Management Limited took control (75–100% of shares)
  • Clifton IFA Acquisitions Ltd gave up control

Companies House

2019

20 May 2019

  • Changed its registered name from "Plan For Life Wealth Management Limited"

FCA register

24 April 2019

  • Board replaced: both directors left and 3 new directors took over
  • Clifton IFA Acquisitions Ltd took control (75–100% of shares)
  • Russell Beesley gave up control

Companies House

2016

6 April 2016

  • Russell Beesley took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2011

1 April 2011

  • Became authorised by the FCA

FCA register

4 February 2011

  • Regulated by the Financial Services Authority from this date

FCA register

10 January 2011

  • Incorporated at Companies House

Companies House

In the full report: all 30 events

  • All 30 events in its history (11 shown here)
  • Every director appointment and resignation: 11
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Firms connected to Clifton Wealth Partnership

Other FCA-listed firms that share a director, phone number or address with Clifton Wealth Partnership. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
12
share a director
10
share its phone number
11

In the full report: all 12 connected firms, named

  • How each is linked: shared directors (10), the same phone number (11), the same postcode (9)
  • Who links each one: the named directors, with dates
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Firms like Clifton Wealth Partnership

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

In Bristol

Hargreaves Lansdown Advisory Services LimitedBristolAuthorised4 Financial Planning LtdBristolAuthorisedAbsolute Wealth Management LtdBristolAuthorisedBowmore Financial Planning LimitedBristolAuthorisedBrighton Williams & PartnersBristolAuthorisedBrunel Independent Financial Planners LimitedBristolAuthorised

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

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

  • 33 other companies its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • All 30 events in its history
  • 12 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Clifton Wealth Partnership Ltd FCA authorised?
Yes, Clifton Wealth Partnership Ltd (FRN 541273) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since April 2011 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Clifton Wealth Partnership’s phone number and website?
The FCA register lists the phone number 01275 813700 and the website cliftonwealthpartnership.co.uk for Clifton Wealth Partnership. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by 13 other FCA firms, one of which is no longer authorised.
Is Clifton Wealth Partnership a scam or clone?
Clifton Wealth Partnership 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?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Clifton Wealth Partnership to the Financial Ombudsman Service, free of charge.
Who owns Clifton Wealth Partnership?
Clifton Wealth Partnership is owned by Clifton Asset Management Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 30 April 2023. Before that, it was controlled by Clifton IFA Acquisitions Ltd and Mr Russell Beesley.
Who runs Clifton Wealth Partnership?
Companies House lists 3 directors of Clifton Wealth Partnership: Anthony Valentine Carty, Neil Greenaway and Ellis Organ.
How long has Clifton Wealth Partnership been in business?
The company was formed on 10 January 2011, and has held its current FCA authorisation since April 2011.
Does Clifton Wealth Partnership use any other names?
It has previously used 3 other names: Plan For Life Wealth Management Limited, Plan for Life and Plan for Life Wealth Management.

Sources and links

The full report on Clifton Wealth Partnership Ltd

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