CLARKE & PARTNERS

WEALTH MANAGEMENT

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Simple, Straightforward Advice

 

About

A Different Class of Service

 

If you’re looking for the best financial advice backed by a solid pedigree, Clarke & Partners should be at the top of your list.  We have been providing professional financial advice for over twenty-five years in Wimborne, Dorset.

 

As Chartered Financial Planners who are authorised and regulated by the Financial Conduct Authority (FCA), we have satisfied rigorous criteria relating to professional qualifications and ethical good practice.  This accreditation is the highest recognition that can be given to an Independent Financial Adviser and it means you will always receive the best advice from us.

 

The trust that our clients have placed in us over the years means that we now manage over £200M of investments.

 

We take the time to understand your individual circumstances and make recommendations based on your attitude to risk and circumstance.

 

Our outstanding reputation ensures that clients continually return, and refer us to their family, friends and colleagues.

 

Unbiased and Unrestricted Advice

 

Some financial advisers are restricted by the choice of products they sell, or the provider they can use.

 

We are not constrained in this way, as we are Independent.  This means we are able to consider and recommend all types of retail investment products from firms across the whole market.

Accredited by The Chartered Insurance Institute

Clarke & Partners Wealth Management is a trading style of Clarke & Partners LLP.
Clarke & Partners LLP is a Limited Liability Partnership which is authorised and regulated by the Financial Conduct Authority.

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Chartered status is a symbol of our technical competence.

 

It demonstrates that we are at the forefront of our profession and serves as a mark of trust for our clients.

As a Chartered body of more than a century's standing, the Chartered Insurance Institute grants Chartered titles to individuals and organisations that meet strict qualifying criteria.

 

Partners

Michael is a Chartered Financial Planner with many years of experience in investment, retirement and tax planning.

 

Being a Fellow of The Personal Finance Society demonstrates that Mike has an advanced aptitude for detailed financial planning.

Michael Saunders
FPFS Chartered Financial Planner

"Regular reviews keep my clients up to date with ever changing legislation to take advantage of various tax planning opportunities"

David has over twenty-five years experience as an Independent Financial Adviser and specialises in Investment and Retirement planning for individuals.

 

He continues to keep up to date with the changing financial environment by engaging reguarly with the most highly respected Fund Managers.

Having gained a degree in Financial Services, David completed advanced industry qualifications and achieved the prestigious status of Chartered Financial Planner in 2006.

David Shepherd
B.A.(Hons)
APFS Chartered Financial Planner

"I enjoy helping my clients by explaining their financial options and advising them in a clear and friendly manner"

 

Services

Pensions

Investments

Inheritance Tax Planning

Long Term Care

Business

and

Personal Protection

School Fees Planning

 

Location

Clarke & Partners,
Allenview House,
Hanham Road,

Wimborne,

BH21 1AS

01202 889707

info@ifacp.co.uk

 

Team