Charlcombe Partners Limited

Reference number: 955830

Instant download

Authorised by the FCA

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

Identity

Check their details

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

  • Verified phone number

    07957 737630

  • Verified address

    3 Green Lane, Bagstone, Wotton-under-Edge, Gloucestershire, GL12 8DD, United Kingdom

Company details

From the company's Companies House record.

Company number
13335851
Company status
Active
Company type
Private limited company
Incorporated
14 April 2021 (5 years old)
Registered office
3 Green Lane, Bagstone, Wotton-Under-Edge, GL12 8DD, England
Nature of business
  • Financial management (SIC 70221)

Current directors and secretaries

Name Role Born Appointed
Mark Fletcher Director Feb 1963 14 Apr 2021
Alan Edward Loomes Director Aug 1967 17 Jun 2022
Christopher Mark Mcgonigle Director Feb 1970 17 Jun 2022
Simon Geoffrey Porter Director Jun 1977 17 Jun 2022

Activities and protection

What they can do, and how you are protected

  • 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.
Show FCA detail (4 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Download this page as a PDF report

£5 for a clean, timestamped copy you can keep, file or send on. It also helps keep the site free to use and free of ads.

Instant download

Common questions

Frequently asked questions

Is Charlcombe Partners Limited FCA authorised?
Yes, Charlcombe Partners Limited (FRN 955830) is authorised by the FCA to carry out regulated activities.
Is my money safe with Charlcombe Partners?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Charlcombe Partners to the Financial Ombudsman Service, free of charge.
Is Charlcombe Partners a scam or clone?
Charlcombe Partners is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Charlcombe Partners's Firm Reference Number (FRN)?
Charlcombe Partners's FRN is 955830. You can verify it on the FCA register.