CLEVER ADVISER TECHNOLOGY LIMITED
Company number 02910523 · Monitor this company
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Shareholders' funds
£2,113,359
Balance sheet as at 2025-03-31
What it does
The principal activity of the company is the development and supply of a data-driven technological system that provides investment data to Independent Financial Advisers for the building and monitoring of their in-house investment portfolios.
The company's own description, from its latest filed accounts.
Overview
- Company type
- Private Limited Company
- Incorporated
- 1994-03-21
- Employees
- 23 (2025 accounts)
- Registered office
- Watergate House, 85 Watergate Street, Chester, Cheshire, United Kingdom, CH1 2LF
- Postcode
- CH1 2LF
- Capital
- 235 GBP
- Accounts category
- Group
Accounts
- Last made up to
- 2025-03-31
- Next due by
- 2026-12-31
- Financial year end
- 31 March
Confirmation statement
- Last statement dated
- 2026-03-26
- Next due by
- 2027-04-09
Nature of business (SIC)
- 62090 Other information technology service activities
Officers 9 current · 7 resigned
Group structure 1 subsidiary
From persons-with-significant-control filings on the public register.
Data protection registration
Registered with the ICO as a data protection fee payer — Z1709074 (Tier 2), registered since 2009.
Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.
Contact details
- Website
- cleveradviser.com
- Phone
- 015960785, 02233374943
Clever. Investing Transformed. We are pioneers in the development of tech-driven and transformative investment portfolio solutions for you and your clients.
Previous company names
| Name | Date changed |
|---|---|
| INVESTMENTS DIRECT LIMITED | 2007-02-16 |
Previous registered addresses 2
| Address | Changed on |
|---|---|
| HOLLAND HOUSE, 1-5 OAKFIELD, SALE, GREATER MANCHESTER, M33 6TT | 2010-01-31 |
| BANK CHAMBERS, MARKET PLACE, STOCKPORT, CHESHIRE SK1 1UN | 1998-02-20 |
Among its peers
Top 5%
by shareholders' funds, of 250 similar companies in CH
Among the biggest employers among its local peers (23 staff).
Among the oldest 25% of its local peers, trading since 1994.
No.4 of the largest other information technology service activities companies in Chester →
Competitors Chester
This company ranks 4 among other information technology service activities in Chester.
The class of 1994
33%
of the 434 companies in this sector incorporated in 1994 are still active today; 64% have since been dissolved.
A fact about the year, not a forecast for this company.