Is Clever Investment Management Ltd regulated by the FCA?

Yes. Clever Investment Management Ltd appears with FCA status Authorised.

What is Clever Investment Management Ltd's FRN?

Clever Investment Management Ltd's firm reference number is 1012442.

Is Clever Investment Management Ltd a UK MiFID firm?

Yes. Clever Investment Management Ltd appears on the investment firms register of FCA-authorised firms that provide or perform MiFID investment services or activities.

Firm profile

UK (FCA)

Authorised

MiFID

Authorised since September 2024

Last updated 11 February 2026

Clever Investment Management Ltd

Investment and advice, Investment manager

Location

Watergate House, 85 Watergate Street, Chester, Cheshire West And Chester, CH1 2LF

Website

https://www.cleveradviser.com

https://www.linkedin.com/company/clever-adviser-technology

Summary

Clever Investment Management Ltd is a Chester-based investment manager. It was first authorised by the FCA in 2024. It has permissions related to investments and pensions.

Timeline

9 April 2026

Role appointment: SMF3 Executive Director (Mrs Davinia Rogers)

29 July 2025

Role appointment: [FCA CF] Client dealing (Ryan Lee Cornish)

7 April 2025

Role appointment: [FCA CF] Client dealing (Mrs Davinia Rogers)

Firm permissions

Designated Investment Business

Latest financial accounts

Financial data and risk indicators are available in the full platform.

Key people

SMF1 Chief Executive

Mr Colum Graham Anthony Wilde