Clarke and Partners LLP

Reference number: 468541

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Authorised by the FCA

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

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.

In the full report: 3 background checks, 1 thing worth a closer look

  • When ifacp.co.uk first appeared online, and whether it can receive email
  • What kind of line 01202 889707 is
  • Who else gives the postcode BH21 7UH
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Other names (1)

If you were contacted under any of these names, it is this firm.

  • Clarke & Partners Wealth Management Trading name

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.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • 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 (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • 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
OC327872
Company status
Active
Company type
Limited liability partnership
Incorporated
26 April 2007 (19 years old)
Registered office
A5 Arena Business Centre, 9 Nimrod Way, Ferndown, BH21 7UH, England

Directors and company secretaries

Name Role Born Appointed Other companies
Michael Henry Saunders LLP designated member Dec 1959 26 Apr 2007 None
David Leonard Shepherd LLP designated member Jul 1970 26 Apr 2007 1 other company

Other companies run by these 2 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 company
1
closed down
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • All 7 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 April 2024Small company accountsNot audited

Net assets

£124k

−31% from £180k

Cash at bank

£139k

−25% from £184k

Employees (average)

5

Same as 5

Owed within a year

£58.1k

+1.3% from £57.4k

Net assets

In the full report: all 4 years of accounts

  • Every year from 2021 to 2024
  • The chart, over every year
  • Every filed figure, year by year
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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 OC327872. Figures are exactly as filed; nothing is estimated.

Key dates in its history

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

Key events (10) All events (26)

2020

30 April 2020

  • Charles Edward Price no longer has significant control
  • Laura Millen no longer has significant control

Companies House

1 January 2020

  • Charles Edward Price gained significant control
  • David Leonard Shepherd gained significant control
  • Michael Henry Saunders gained significant control

Companies House

2016

6 April 2016

  • Laura Millen gained significant control

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2007

6 November 2007

  • Regulated by the Financial Services Authority from this date

FCA register

19 July 2007

  • Became authorised by the FCA

FCA register

26 April 2007

  • Incorporated at Companies House

Companies House

In the full report: all 26 events

  • All 26 events in its history (10 shown here)
  • Every director appointment and resignation: 12
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Firms like Clarke and Partners

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

In Ferndown

Atkins Bland LimitedFerndownAuthorisedJohn Rolfe Financial Services LimitedFerndownAuthorisedJtm Financial Services LtdFerndownAuthorisedKingston PTM LimitedFerndownAuthorisedLansdowne Woodward Financial Services LimitedFerndownSee the registerJulian Escott Financial Services LtdFerndownAppointed representative

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 Clarke and Partners

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

  • 1 other company its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • 4 years of accounts, charted
  • All 26 events in its history

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Frequently asked questions about this firm

Is Clarke and Partners LLP FCA authorised?
Yes, Clarke and Partners LLP (FRN 468541) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since July 2007 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Clarke and Partners’ phone number and website?
The FCA register lists the phone number 01202 889707 and the website ifacp.co.uk for Clarke and Partners. If you were given different contact details, use these to check with the firm before going any further.
Is Clarke and Partners a scam or clone?
Clarke and 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 Clarke and 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 Clarke and Partners to the Financial Ombudsman Service, free of charge.
Who owns Clarke and Partners?
Companies House lists 2 people with significant control of Clarke and Partners: David Leonard Shepherd (significant influence or control) and Michael Henry Saunders (significant influence or control). Before that, it was controlled by Charles Edward Price and Mrs Laura Millen.
Who runs Clarke and Partners?
Companies House lists 2 directors of Clarke and Partners: Michael Henry Saunders and David Leonard Shepherd.
How long has Clarke and Partners been in business?
The company was formed on 26 April 2007, and has held its current FCA authorisation since July 2007.
What do Clarke and Partners’ latest accounts show?
Its latest accounts, to 30 April 2024, show net assets of £124k (−31% from £180k) and cash at bank of £139k (−25% from £184k).
Does Clarke and Partners use any other names?
It trades as Clarke & Partners Wealth Management.

Sources and links

The full report on Clarke and Partners LLP

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