Clarke & Partners LLP - Chartered Financial Planners

Independent Financial Adviser  Allenview House, Dorset, BH21 1AS
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FCA authorised
Last authorised 22nd February 2021
Chartered Financial Planners taking the time to understand your individual circumstances and needs in an open and friendly manner.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Michael Saunders
MR Charles Price
MR Brian Bradley
Consultant
MR David Shepherd
About us

We are Chartered Financial Planners. This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It also means you can be confident that you are dealing with a trusted and respected business which is wholly committed to providing you with the best advice, service and support; both at outset and regularly thereafter.

Our services

At Clarke & Partners we offer clear and professional financial advice. It is very important we take time to understand your circumstances, needs and risk attitude to ensure our recommendations are appropriate. We pride ourselves by providing an ongoing advisory service to ensure your financial plans evolve with you.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Face to face

Allenview House, Hanham Road, Wimborne, Dorset, BH21 1AS

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