What Clever Adviser Technology say about themselves
“Clever. Investing Transformed. We are pioneers in the development of tech-driven and transformative investment portfolio solutions for you and your clients.”
Clever Adviser Technology Limited
- Incorporated
- 21 March 1994 (32 years)
- Previously known as
- Investments Direct Limited (until 16 February 2007)
- Industry
- Other information technology service activities (62090)
- Controlled by
- Colum Graham Anthony Wilde
- Accounts type
- Group
- Region
- North West
- Address
- Watergate House85 Watergate StreetChesterCH1 2LF
Website & contact details
- Website
Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 March 2025
- Conf. stmt due
- 9 April 2027
- Last conf. stmt
- 26 March 2026
Officers 9 active
Officer details are public data from the Companies House register.
British
Born December 1978 (47)
British
Born November 1991
British
Born April 1970 (56)
Secretary · Appointed 21 August 2009
British
Director · Appointed 21 August 2009
British
Born August 1971 (55)
Director · Appointed 21 August 2009
British
Born November 1971
Director · Appointed 21 August 2009
British
Born June 1946 (80)
Director · Appointed 20 August 2009
British
Born August 1958 (68)
Director · Appointed 21 March 1994
British
Born March 1958 (68)
Officer history (7 former)
1 February 2026
25 September 2024
Resigned Boughton, Patrick Markham as Director
25 April 2023
22 October 2020
Appointed Boughton, Patrick Markham as Director
17 May 2012
23 September 2010
Resigned O'Donnell, Frank as Director
21 August 2009
21 August 2009
21 August 2009
21 August 2009
21 August 2009
20 August 2009
20 August 2009
Appointed O'Donnell, Frank as Director
28 January 1999
Resigned Boyd, Jacqueline Elizabeth Ann as Secretary
28 January 1999
29 January 1998
Appointed Boyd, Jacqueline Elizabeth Ann as Secretary
29 January 1998
23 January 1998
Resigned Pickens, David Patrick as Director
21 March 1994
21 March 1994
21 March 1994
21 March 1994
Appointed Pickens, David Patrick as Director
21 March 1994
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
British
Born March 1958 (68)
Holdings 1
Companies where Clever Adviser Technology Limited is registered as a person with significant control
Owns 75–100% of shares
Active
Former controllers (5)
3 December 2020
3 December 2020
3 December 2020
3 December 2020
3 December 2020
Financials
Balance sheet as at 31 March 2025 · group accounts
- Net Assets
- £2,105,764
- Cash
- £1,207,241
- Profit
- (£422,927)
- Debt Ratio
- 9%
- Current Ratio
- 9.1x
- Return on Equity
- -20%
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £480,218 | £86,777 | £163,263 | £29,919 | £29,798 | |
| Current Assets | £1,825,018 | £1,421,075 | £2,263,814 | £1,188,404 | £690,250 | |
| Debtors | £617,777 | £631,459 | £670,176 | £570,539 | £445,844 | |
| Cash | £1,207,241 | £789,616 | £1,593,638 | £617,865 | £244,406 | |
| Creditors (< 1 year) | £199,472 | £246,053 | £205,095 | £385,020 | £180,727 | £152,800 |
| Creditors (> 1 year) | £8,343 | £33,340 | £58,338 | |||
| Net Current Assets | £1,625,546 | £1,175,022 | £1,878,794 | £1,007,677 | £537,450 | |
| Net Assets | £2,105,764 | £1,128,694 | £1,837,131 | £943,005 | £504,405 | |
| Shareholder Funds | £2,105,764 | £1,128,694 | £1,837,131 | £943,005 | £504,405 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 13 April 2026 | Resolutions | |||
| 11 April 2026 | Memorandum and Articles of Association | |||
| 31 March 2026 | Confirmation statement with updates | 26 March 2026 | ||
| 26 March 2026 | Statement of capital following an allotment of shares | |||
| 5 February 2026 | Appointment of a director |
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