Charlcombe Partners Limited: FCA regulated?

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Authorised for 4 years
Your funds are protected by FSCS
No FCA actions
Active company since 2021
Accounts filed up to 30 April 2026

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

No website on the FCA register
Phone number

07957 737630
Address

3 Green Lane, Bagstone, Wotton-under-Edge, Gloucestershire, GL12 8DD, United Kingdom

In the full report: 2 background checks

What kind of line 07957 737630 is
Who else gives the postcode GL12 8DD

FCA permissions and consumer protection

Give regulated advice FSCS may apply
A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
Manage or trade investments FSCS may apply
Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
Complaints Ombudsman, free
You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Show FCA detail (4 permissions)

Advising on investments (except on Pension Transfers and Pension Opt Outs)
Advising on Pension Transfers and Pension Opt Outs
Arranging (bringing about) deals in investments
Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number: 13335851 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 14 April 2021 (5 years old)
Registered office: 3 Green Lane, Bagstone, Wotton-Under-Edge, GL12 8DD, England
Nature of business: Financial management (SIC 70221)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Mark Fletcher	Director	Feb 1963	14 Apr 2021	None
Alan Edward Loomes	Director	Aug 1967	17 Jun 2022	3 other companies
Christopher Mark Mcgonigle	Director	Feb 1970	17 Jun 2022	None
Simon Geoffrey Porter	Director	Jun 1977	17 Jun 2022	None

Other companies run by these 4 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies: 3
closed down: 2
is FCA-registered: 1

In the full report: all 3 companies, named

What each company does, and whether it is still trading
Which of these 4 directors sit on each board, and since when
Any that went into liquidation or administration
The one on the FCA register

Filed accounts and finances

Year to 30 April 2026Micro-entity accountsNot audited

Net assets

£59.4k

+496% from £9,957

Employees (average)

12

Same as 12

Owed within a year

£119k

+74% from £68.8k

Assets and liabilities

In the full report: all 5 years of accounts

Every year from 2022 to 2026
The chart, over every year
Every filed figure, year by year

About these figures

Turnover: Money taken from sales in the year, before any costs.
Profit before tax: What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity: Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities: Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank: Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year: Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 13335851. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Charlcombe Partners’s history from the FCA register and Companies House, newest first.

Key events (5) All events (11)

2022

17 June 2022

Mark Fletcher gave up control

Companies House

19 January 2022

Regulated by the FCA from this date
Became authorised by the FCA

FCA register

2021

14 April 2021

Incorporated at Companies House
Mark Fletcher took control (75–100% of shares)

Companies House

In the full report: all 11 events

All 11 events in its history (5 shown here)
Every director appointment and resignation: 4

Firms connected to Charlcombe Partners

Other FCA-listed firms that share a director, phone number or address with Charlcombe Partners. A link shows who the firm is tied to, not whether either can be trusted.

past link: 1

In the full report: all 0 connected firms, named

1 past link through former directors

Firms like Charlcombe Partners

Other firms of the same type (financial adviser), nearest first.

In Wotton-under-Edge

Stephen CottonWotton-under-EdgeAppointed representative

In the Gloucester (GL) postcode area

St. James's Place Wealth Management PLCCirencesterAuthorised Ecclesiastical Financial Advisory Services LimitedGloucesterAuthorised Abacus Money Management LimitedTewkesburyAuthorised Abode Financial Planning LimitedCirencesterAuthorised Acorn Financial Planning LtdCheltenhamAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Charlcombe Partners

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

3 other companies its directors have run, named
2 background checks on its contact details
5 years of accounts, charted
All 11 events in its history

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Frequently asked questions about this firm

Is Charlcombe Partners Limited FCA authorised?

Yes, Charlcombe Partners Limited (FRN 955830) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2022 and works as a financial adviser. The FCA has placed no limits on its permissions.

What is Charlcombe Partners’ phone number?

The FCA register lists the phone number 07957 737630 for Charlcombe Partners. If you were given different contact details, use these to check with the firm before going any further.

Is Charlcombe Partners a scam or clone?

Charlcombe Partners is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.

Is my money safe with Charlcombe Partners?

Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Charlcombe Partners to the Financial Ombudsman Service, free of charge.

Who owns Charlcombe Partners?

Companies House lists no one with significant control of Charlcombe Partners now. Before that, it was controlled by Mark Fletcher.

Who runs Charlcombe Partners?

Companies House lists 4 directors of Charlcombe Partners: Mark Fletcher, Alan Edward Loomes, Christopher Mark McGonigle and Simon Geoffrey Porter.

How long has Charlcombe Partners been in business?

The company was formed on 14 April 2021, and has held its current FCA authorisation since January 2022.

What do Charlcombe Partners’ latest accounts show?

Its latest accounts, to 30 April 2026, show net assets of £59.4k (+496% from £9,957).