Clarke and Partners LLP
aka Clarke & Partners Wealth Management, Clarke and Partners LLP
Authorised FRN 468541
About
IFA Clarke & Partners Dorset Wimborne Wealth Management Chartered
Source: clarkeandpartners.co.ukContact & Location
Monday9:00 AM – 5:00 PM
Tuesday9:00 AM – 5:00 PM
Wednesday9:00 AM – 5:00 PM
Thursday9:00 AM – 5:00 PM
Friday9:00 AM – 5:00 PM
SaturdayClosed
SundayClosed
Regulatory Information
- FRN
- 468541
- Status
- Authorised
- Date Authorised
- 19 July 2007
- Years Authorised
- 18 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓CBTL Status
- ✓CBTL Effective Date
- ✓CBTL End Date
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- OC327872
- Company Status
- Active
- Incorporation Date
- 26 April 2007
- Directors
- 0
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 30 April 2025
Team (9)
David Leonard Shepherd
ApprovedCertifiedMichael Henry Saunders
ApprovedCertifiedLaura Millen
No longer requiredJacqueline Carlyle-Clarke
No longer requiredCharles Edward Price
No longer requiredMatthew Peter Irving
No longer requiredBrian Frederick Bradley
No longer requiredRobert Paul Nicholls
No longer requiredRichard John Carlyle-Clarke
No longer required
Quick Facts
- Ferndown, South West
- 18 years FCA-authorised
- 11 registered individuals
- 4 specialisms
- 8 FCA permissions
- CH OC327872
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.