Clarke & Partners LLP - Chartered Financial Planners

Independent Financial Adviser Allenview House, Hanham Road, Wimborne, Dorset, BH21 1AS
Response rating
10/10
FCA verified
13th August 2018
Chartered Financial Planners taking the time to understand your individual circumstances and needs in an open and friendly manner.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
David Shepherd
Accreditations
Chartered Financial Planner
Brian Bradley
Consultant
Accreditations
Chartered Financial Planner
Charles Price
Michael Saunders
Accreditations
Chartered Financial Planner
Where to find us
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.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0

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