Newstead Clark Financial Services Limited

Reference number: 707549

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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

  • When newsteadclark.co.uk first appeared online, and whether it can receive email
  • What kind of line 01902 912423 is
  • Who else gives the postcode WV10 6TB
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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.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • 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 (13 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments
  • Providing Credit Information Services

Limits on what they may do

  • Newstead Clark cease DB Activity – effective 21/04/2023
    1. Effective from the date of this application, the firm must immediately cease, to the extent it has not already ceased, all Defined Benefit pension transfers for which it has Part 4A permission. 2. In relation to any regulated Defined Benefit Pipeline Business (as defined below) the Firm must: a. cease to act for any Defined Benefit Pipeline Business client, whether this be a new, existing, or potential client. b. contact Defined Benefit Pipeline Business clients to inform them that the firm cannot complete the business on their behalf. c. contact product providers to instruct them to put on hold all transactions related to the Firm’s Defined Benefit regulated activities which have not yet been completed. 3. Newstead Clark Financial Services Ltd must provide written confirmation to the FCA that it is in compliance with these Requirements by 21 April 2023 and will remain in compliance until such time as it is notified in writing by the FCA that it may cease to do so. 4. The Requirements in this application are to take immediate effect on its acceptance by the FCA and notification of such to the firm by email. 5. The Requirements will stay in effect until the FCA is satisfied that they can be lifted.

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
04461132
Company status
Active
Company type
Private limited company
Incorporated
14 June 2002 (24 years old)
Registered office
2 First Floor 2 Venture Court, Wolverhampton Business Park, Wolverhampton, West Midlands, WV10 6TB, England
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)
  • Other letting and operating of own or leased real estate (SIC 68209)

Directors and company secretaries

Name Role Born Appointed Other companies
Robert Peter Clark Director Jul 1966 14 Jun 2002 6 other companies
James Clark Secretary Not published 11 May 2023 –

Other companies run by its director

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
6
closed down
3
still active
3

In the full report: all 6 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits 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 31 December 2025Full accountsNot audited

Net assets

£2.31m

+12% from £2.05m

Cash at bank

£424k

+37% from £309k

Owed within a year

£90.9k

−39% from £149k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2019 to 2025
  • 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.

Accounts filed at Companies House for company 04461132. 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

Newstead Clark Financial Services’s history from the FCA register and Companies House, newest first.

Key events (9) All events (22)

2025

20 June 2025

  • Donna Marie Clark stopped being a part-owner
  • Newstead Clark Holdings Ltd took control (75–100% of shares)
  • Robert Peter Clark stopped being the majority owner

Companies House

2023

21 April 2023

  • FCA imposed a requirement (Newstead Clark cease DB Activity – effective 21/04/2023)

FCA register

2016

6 April 2016

  • Donna Marie Clark became a part-owner (25–50% of shares)
  • Robert Peter Clark became the majority owner (50–75% of shares)

Companies House

2015

18 December 2015

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

FCA register

2002

14 June 2002

  • Incorporated at Companies House

Companies House

In the full report: all 22 events

  • All 22 events in its history (9 shown here)
  • Every director appointment and resignation: 11
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Firms like Newstead Clark Financial Services

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

In Wolverhampton

A.J. Wealth Management LimitedWolverhamptonAuthorisedAllied Financial (W-Ton) LtdWolverhamptonAuthorisedAutonomy Wealth LimitedWolverhamptonAuthorisedClarke Fencott LLPWolverhamptonAuthorisedGravel Hill Wealth Management LLPWolverhamptonAuthorisedHoward Wright LtdWolverhamptonAuthorised

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 Newstead Clark Financial Services

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

  • 6 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 22 events in its history

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Frequently asked questions about this firm

Is Newstead Clark Financial Services Limited FCA authorised?
Yes, Newstead Clark Financial Services Limited (FRN 707549) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2015 and works as a financial adviser. The FCA has placed a limit on what it may do.
What is Newstead Clark Financial Services’ phone number and website?
The FCA register lists the phone number 01902 912423 and the website newsteadclark.co.uk for Newstead Clark Financial Services. If you were given different contact details, use these to check with the firm before going any further.
Is Newstead Clark Financial Services a scam or clone?
Newstead Clark Financial Services 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 Newstead Clark Financial Services?
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 Newstead Clark Financial Services to the Financial Ombudsman Service, free of charge.
Who owns Newstead Clark Financial Services?
Newstead Clark Financial Services is owned by Newstead Clark Holdings Ltd, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 20 June 2025. Before that, it was controlled by Mrs Donna Marie Clark and Mr Robert Peter Clark.
Who runs Newstead Clark Financial Services?
Companies House lists one director of Newstead Clark Financial Services: Robert Peter Clark.
How long has Newstead Clark Financial Services been in business?
The company was formed on 14 June 2002, and has held its current FCA authorisation since December 2015.
What do Newstead Clark Financial Services’ latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £2.31m (+12% from £2.05m) and cash at bank of £424k (+37% from £309k).

Sources and links

The full report on Newstead Clark Financial Services Limited

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