Martin Smith Independent Financial Adviser Ltd

Reference number: 944677

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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.

In the full report: 3 background checks

  • When smithifa.co.uk first appeared online, and whether it can receive email
  • What kind of line 01263 734859 is
  • Who else gives the postcode NR11 6AJ
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Other names (1)

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

  • Clearview Financial Consultants 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.
  • 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 (4 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
  • Making arrangements with a view to transactions in investments

FCA disciplinary action

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
11439150
Company status
Active
Company type
Private limited company
Incorporated
28 June 2018 (8 years old)
Registered office
1 Burgh Road, Aylsham, Norwich, NR11 6AJ, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Martin Howard Smith Director Sep 1968 28 Jun 2018 None
James Reginald Drake Director Nov 1987 26 Oct 2023 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 company
1
still active
1

In the full report: all 1 company, 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
  • All 4 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 June 2025Small company accountsNot audited

Net assets

£848k

+12% from £755k

Cash at bank

£251k

−33% from £373k

Employees (average)

5

−17% from 6

Owed within a year

£57.8k

+20% from £48.0k

Net assets

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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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 11439150. Figures are exactly as filed; nothing is estimated.

Key dates in its history

This firm’s history from the FCA register and Companies House, newest first.

Key events (5) All events (14)

2021

24 June 2021

  • Regulated by the FCA from this date
  • FCA imposed a requirement (Firm to abide by Deed Poll regarding past business)
  • Became authorised by the FCA

FCA register

2018

28 June 2018

  • Incorporated at Companies House
  • Martin Howard Smith became the majority owner (50–75% of shares)

Companies House

In the full report: all 14 events

  • All 14 events in its history (5 shown here)
  • Every director appointment and resignation: 6
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Similar firms

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

In Norwich

Alan Boswell & Company LimitedNorwichAuthorisedAcorn Wealth Management Group LimitedNorwichAuthorisedADMS Asset Management LimitedNorwichAuthorisedBroadland Consultants LtdNorwichAuthorisedBuxton Beresford Financial Planning LtdNorwichAuthorisedCapital Tower LimitedNorwichAuthorised

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 this firm

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

  • 1 other company its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 14 events in its history

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Frequently asked questions about this firm

Is Martin Smith Independent Financial Adviser Ltd FCA authorised?
Yes, Martin Smith Independent Financial Adviser Ltd (FRN 944677) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since June 2021 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Martin Smith Independent Financial Adviser’s phone number and website?
The FCA register lists the phone number 01263 734859 and the website smithifa.co.uk for Martin Smith Independent Financial Adviser. If you were given different contact details, use these to check with the firm before going any further.
Is Martin Smith Independent Financial Adviser a scam or clone?
Martin Smith Independent Financial Adviser 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 Martin Smith Independent Financial Adviser?
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 Martin Smith Independent Financial Adviser to the Financial Ombudsman Service, free of charge.
Who owns Martin Smith Independent Financial Adviser?
Companies House lists one person with significant control of Martin Smith Independent Financial Adviser: Mr Martin Howard Smith (50–75% of shares).
Who runs Martin Smith Independent Financial Adviser?
Companies House lists 2 directors of Martin Smith Independent Financial Adviser: Martin Howard Smith and James Reginald Drake.
How long has Martin Smith Independent Financial Adviser been in business?
The company was formed on 28 June 2018, and has held its current FCA authorisation since June 2021.
What do Martin Smith Independent Financial Adviser’s latest accounts show?
Its latest accounts, to 30 June 2025, show net assets of £848k (+12% from £755k) and cash at bank of £251k (−33% from £373k).
Does Martin Smith Independent Financial Adviser use any other names?
It trades as Clearview Financial Consultants.

Sources and links

The full report on Martin Smith Independent Financial Adviser Ltd

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