Financial AdviserProfile

Clay Wealth Management Limited

Public-record profile
20 Market Place, Market Bosworth, Nuneaton, CV13 0LE
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Profile data from public records and claimed profile updates where available

Not fully verified by VerifiedAdvisers: This profile has been generated from public records. The firm has not yet claimed this page, so we have not completed all member verification checks. Public records can be incomplete or change over time.

Clay Wealth Management Limited is listed as a FCA appointed representative in the CV13 0LE area. Registered at Companies House in 2013. FCA records list St. James's Place Wealth Management Plc as the principal firm for this appointed representative. Listed service areas include Investment Advisory.

Founded
2013
Type
FCA appointed representative
Company No.
08719328
SIC
66190
Services
1

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Services

Investment Advisory

Verified By

FCA Register Checked

Regulatory Context

FCA principal firm

St. James's Place Wealth Management Plc, FRN 195351 (Full)

Companies House

CLAY WEALTH MANAGEMENT LIMITED is active and was incorporated on 4 October 2013.

Nature of business: 66190 - Activities auxiliary to financial intermediation n.e.c.

Registered office: Fulford House, Newbold Terrace, Leamington Spa, Warwickshire, CV32 4EA, England

Authorisations

FCAactive
Reference: 763537
Type: FCA appointed representative
Company no.: 08719328
Verified:
View public register

Company Snapshot

Industry
Financial & Investment Services
Data Freshness
Stale (> 1 year)
Accounts last made up to
31 December 2024
Accounts next due
30 September 2026
Accounts type
Total Exemption Full
Employees
5
Equity
£100
Cash
£169,085
Net current assets/liabilities
£109,501
Charges
0
Outstanding charges
0
Insolvency cases
0
View Companies House profile

People and Control

Active directors

CLAY, Benjamin Spencer Gordon
Appointed 4 October 2013
DOB: 8/1982
CLAY, Kate Isabella
Appointed 27 February 2019
DOB: 7/1982

Persons with significant control

Mrs Kate Isabella Clay
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
DOB: 7/1982
Mr Stewart Adam Warden
Individual Person With Significant Control, Ownership Of Shares 25 To 50 Percent, Voting Rights 25 To 50 Percent
DOB: 9/1985
Mr Benjamin Spencer Gordon Clay
Individual Person With Significant Control, Ownership Of Shares 50 To 75 Percent, Voting Rights 50 To 75 Percent
DOB: 8/1982

Recent Filings

8 October 2025
CS01
confirmation statement with no updates
30 September 2025
AA
accounts with accounts type total exemption full
4 October 2024
CS01
confirmation statement with no updates
25 August 2024
AA01
change account reference date company current extended
13 August 2024
AA
accounts with accounts type total exemption full
22 January 2024
CH01
change person director company with change date

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Location

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ℹ️ Public Records: This profile has been generated from official public records. The adviser has not yet claimed or verified these details.