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.uk

Contact & Location

Address

Arena Business Centre, 9 Nimrod Way, Ferndown, Wimborne BH21 7UH, UK

More advisers in Dorset

Phone: 01202 889707

Website: clarkeandpartners.co.uk

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Opening Hours

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

Specialisms

Alternative Investments Pensions Retirement Investments

Regulated Services

Peer-to-Peer Investment Advice

Pension Transfer Advice

Pension Advice

Investment Advice

Regulatory Information

FRN: 468541
Status: Authorised
Date Authorised: 19 July 2007
Years Authorised: 18 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (8)

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
ApprovedCertified
Michael Henry Saunders
ApprovedCertified
Laura Millen
No longer required
Jacqueline Carlyle-Clarke
No longer required
Charles Edward Price
No longer required
Matthew Peter Irving
No longer required
Brian Frederick Bradley
No longer required
Robert Paul Nicholls
No longer required
Richard 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

FCA Register Companies HouseGoogle ReviewsPostcodes.io

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.