The Wealth Management Partnership LLP: FCA regulated?

Authorised by the FCA

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

Authorised for 23 years
Your funds are protected by FSCS
No FCA actions
Active company since 2002
Accounts filed up to 31 March 2025

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

01344 623318
Address

Ashurst Lodge, Church Lane, Sunninghill, Ascot, Berks, SL5 7DD, United Kingdom

In the full report: 2 background checks

What kind of line 01344 623318 is
Who else gives the postcode SL5 7DD

Other names (4)

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

ClearFP Former trading name: A name it used to trade under.
The wealth Managemant Partnership Former trading name: A name it used to trade under.
Wealth Management Former trading name: A name it used to trade under.
Wealth Protection Former trading name: A name it used to trade under.

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.
Sell or arrange insurance FSCS may apply
Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
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 (10 permissions)

Advising on investments (except on Pension Transfers and Pension Opt Outs)
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
Assisting in the administration and performance of a contract of insurance
Dealing in investments as agent
Debt-counselling
Making arrangements with a view to regulated mortgage contracts
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: OC301740 (opens Companies House in a new tab)
Company status: Active
Company type: Limited liability partnership
Incorporated: 18 March 2002 (24 years old)
Registered office: 11 Meadow Way, Fifield, Maidenhead, SL6 2PE, England

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Graham Martin Pratley	LLP designated member	Jul 1962	18 Mar 2002	2 other companies
Valerie Dawn Pratley	LLP designated member	Apr 1962	18 Mar 2002	None
Robert James Pritchard	LLP member	Sep 1982	8 Jul 2024	None

Other companies run by these 3 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: 2
closed down: 1
still active: 1

In the full report: all 2 companies, named

What each company does, and whether it is still trading
Which of these 3 directors sit on each board, and since when
Any that went into liquidation or administration
All 4 people who have ever been directors, with their dates

Filed accounts and finances

Year to 31 March 2025Micro-entity accountsNot audited

Employees (average)

2

−33% from 3

In the full report: all 6 years of accounts

Every year from 2020 to 2025
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 OC301740. Figures are exactly as filed; nothing is estimated.

Key dates in its history

The Wealth Management Partnership’s history from the FCA register and Companies House, newest first.

Key events (5) All events (23)

2016

6 April 2016

Graham Martin Pratley took control (75–100% of votes)

Companies House

2013

1 April 2013

Regulated by the FCA from this date

FCA register

2003

18 February 2003

Regulated by the Financial Services Authority from this date
Became authorised by the FCA

FCA register

2002

18 March 2002

Incorporated at Companies House

Companies House

In the full report: all 23 events

All 23 events in its history (5 shown here)
Every director appointment and resignation: 5

Firms connected to The Wealth Management Partnership

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

connected firm: 1
share its postcode: 1

In the full report: the connected firm, named

How it is linked: the same postcode (1)
Who links it to this firm: the named directors, with dates

Firms like The Wealth Management Partnership

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

In Ascot

Blueberry Financial LtdAscotAuthorised Hampton Court Associates Financial Services LLPAscotAuthorised Home Counties Financial ServicesAscotAuthorised Kirk Rice LLPAscotAuthorised Steven Mufti & Associates LimitedAscotAuthorised Tavistock Partners (UK) LtdAscotSee the register

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 The Wealth Management Partnership

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

2 other companies its directors have run, named
2 background checks on its contact details
6 years of accounts, charted
All 23 events in its history
1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is The Wealth Management Partnership LLP FCA authorised?

Yes, The Wealth Management Partnership LLP (FRN 220234) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since February 2003 and works as a financial adviser. The FCA has placed no limits on its permissions.

What is The Wealth Management Partnership’s phone number?

The FCA register lists the phone number 01344 623318 for The Wealth Management Partnership. If you were given different contact details, use these to check with the firm before going any further.

Is The Wealth Management Partnership a scam or clone?

The Wealth Management Partnership 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 The Wealth Management Partnership?

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 The Wealth Management Partnership to the Financial Ombudsman Service, free of charge.

Who owns The Wealth Management Partnership?

Companies House lists one person with significant control of The Wealth Management Partnership: Mr Graham Martin Pratley (75–100% of votes).

Who runs The Wealth Management Partnership?

Companies House lists 3 directors of The Wealth Management Partnership: Graham Martin Pratley, Valerie Dawn Pratley and Robert James Pritchard.

How long has The Wealth Management Partnership been in business?

The company was formed on 18 March 2002, and has held its current FCA authorisation since February 2003.

What do The Wealth Management Partnership’s latest accounts show?

Does The Wealth Management Partnership use any other names?

It has previously used 4 other names, including ClearFP, The wealth Managemant Partnership and Wealth Management.