Clinton Kennard Associates Ltd

Reference number: 498916

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

Quilter Financial Services Limited Reference number: 440703 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Clinton Kennard Associates Ltd (FRN 498916) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Clinton Kennard Associates's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Clinton Kennard Associates, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

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

  • When clintonkennard.co.uk first appeared online, and whether it can receive email
  • What kind of line 01202 821232 is
  • Who else gives the postcode SO19 8GX
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Other names (4)

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

  • M D Financial Solutions Ltd Former name
  • Vision Financial Planners Ltd Former name
  • Vision Independent Solutions Ltd Former name
  • MD Pension Solutions Former trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Quilter Financial Services Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

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
06931625
Company status
Active
Company type
Private limited company
Incorporated
11 June 2009 (17 years old)
Registered office
Unit 1 Fulcrum 2 Solent Way, Whiteley, Fareham, PO15 7FN, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Mark Alan Clinton Director Nov 1971 24 Jan 2011 7 other companies
Anthony John Beal Director Apr 1963 8 Sep 2017 16 other companies
Paul Alexis Janes Director Sep 1962 8 Sep 2017 7 other companies
Stephen Charles Gazard Director Jul 1976 7 Aug 2026 52 other companies

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
74
closed down
47
went insolvent
7

In the full report: all 74 companies, named

  • What each company does, and whether it is still trading
  • Which of these 4 directors sit on each board, and since when
  • The 7 that went into liquidation or administration
  • The 12 on the FCA register
  • The 7 companies these 4 directors run together
  • All 8 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 March 2026Abridged accountsNot audited

Profit before tax

£577k

Not compared: the previous accounts cover a different length of time

Net assets

£448k

−6.1% from £477k

Cash at bank

£493k

−4.1% from £514k

Employees (average)

0

−100% from 2

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2020 to 2026
  • The chart, over every year
  • Every filed figure, year by year
Instant PDF download
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 06931625. 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

Clinton Kennard Associates’s history from the FCA register and Companies House, newest first.

Key events (10) All events (24)

2024

29 October 2024

  • Mark Alan Clinton no longer has significant control

Companies House

2020

30 October 2020

  • Kevin Kennard stopped being a part-owner

Companies House

2017

8 September 2017

  • Beals Mortgage And Financial Services Limited became the majority owner (50–75% of shares)

Companies House

2016

6 April 2016

  • Kevin Kennard became a part-owner (25–50% of shares)
  • Mark Alan Clinton gained significant control

Companies House

2013

2 July 2013

  • Changed its registered name from "Vision Independent Solutions Ltd"

FCA register

19 March 2013

  • Changed its registered name from "Vision Financial Planners Ltd"

FCA register

2011

10 March 2011

  • Changed its registered name from "M D Financial Solutions Ltd"

FCA register

2009

11 June 2009

  • Incorporated at Companies House

Companies House

3 April 2009

  • Became an appointed representative

FCA register

In the full report: all 24 events

  • All 24 events in its history (10 shown here)
  • Every director appointment and resignation: 12
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Firms connected to Clinton Kennard Associates

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

connected firms
11
share a director
11
past link
1

In the full report: all 11 connected firms, named

  • How each is linked: shared directors (11)
  • Who links each one: the named directors, with dates
  • 1 past link through former directors
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Firms like Clinton Kennard Associates

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

In Southampton

Alisha RamazannezhadSouthamptonAppointed representativeBligh Financial Management LtdSouthamptonAppointed representativeBritstone Finance LtdSouthamptonAppointed representativeColin ChandlerSouthamptonAppointed representativeCompass Personal Finance LtdSouthamptonAppointed representativeDebra GarnerSouthamptonAppointed 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 Clinton Kennard Associates

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

  • 74 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 24 events in its history
  • 11 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Clinton Kennard Associates Ltd FCA authorised?
Clinton Kennard Associates Ltd (FRN 498916) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Clinton Kennard Associates?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Clinton Kennard Associates Ltd (FRN 498916) is an AR of Quilter Financial Services Limited (FRN 440703). When you use Clinton Kennard Associates's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Clinton Kennard Associates, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Clinton Kennard Associates’ phone number and website?
The FCA register lists the phone number 01202 821232 and the website clintonkennard.co.uk for Clinton Kennard Associates. If you were given different contact details, use these to check with the firm before going any further.
Is Clinton Kennard Associates a scam or clone?
Clinton Kennard Associates 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 Clinton Kennard Associates?
Protection works through Quilter Financial Services Limited, the principal firm responsible for Clinton Kennard Associates's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Clinton Kennard Associates?
Clinton Kennard Associates is owned by Beals Mortgage And Financial Services Limited, which holds 50–75% of shares, since 8 September 2017. Before that, it was controlled by Mr Kevin Kennard and Mr Mark Alan Clinton.
Who runs Clinton Kennard Associates?
Companies House lists 4 directors of Clinton Kennard Associates: Mark Alan Clinton, Anthony John Beal, Paul Alexis Janes and Stephen Charles Gazard.
How long has Clinton Kennard Associates been in business?
The company was formed on 11 June 2009.
What do Clinton Kennard Associates’ latest accounts show?
Its latest accounts, to 31 March 2026, show profit before tax of £577k (not compared: the previous accounts cover a different length of time) and net assets of £448k (−6.1% from £477k).
Does Clinton Kennard Associates use any other names?
It has previously used 4 other names, including M D Financial Solutions Ltd, Vision Financial Planners Ltd and Vision Independent Solutions Ltd.

Sources and links

The full report on Clinton Kennard Associates Ltd

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