The Wealth Management Partnership LLP

Reference number: 220234

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

    01344 623318

  • Verified address

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

Company details

From the company's Companies House record.

Company number
OC301740
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

Current directors and secretaries

Name Role Born Appointed
Graham Martin Pratley LLP designated member Jul 1962 18 Mar 2002
Valerie Dawn Pratley LLP designated member Apr 1962 18 Mar 2002
Robert James Pritchard LLP member Sep 1982 8 Jul 2024

Check on the FCA register → Report a scam →

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.
  • 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.

Check your FSCS cover →

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

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.

Names it no longer trades under

This firm has retired 4 trading names. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired names
  • ClearFP
  • The wealth Managemant Partnership
  • Wealth Management
  • Wealth Protection

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 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.
Is my money safe with The Wealth Management Partnership?
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.
Is The Wealth Management Partnership a scam or clone?
The Wealth Management Partnership 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 The Wealth Management Partnership's Firm Reference Number (FRN)?
The Wealth Management Partnership's FRN is 220234. You can verify it on the FCA register.