Clarke Financial Planning - Coleraine, Northern Ireland

We Create the Financial Plan

So you can Feel Confident about your Future!

 
 
 
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Based in Coleraine, Northern Ireland, the team at Clarke Financial Planning has been providing individuals, families and businesses with tailored financial solutions for thirty years.

It is our pleasure to offer you the experience and expertise of our advisers, to help you achieve your short and long term goals.

Take control of your future.

 

Tax

pensions & INvestments

 

OUR CLIENTS’ THOUGHTS…

Referrals Input

“I’ve had a keen interest in investing for a number of years, Clarke Financial Planning put a portfolio together for me after walking me through working out my attitude to risk.”

Stephen - 27

“I got a plan in place to cover my mortgage through the team at Clarke. It was essential for me to know that if anything were to happen to me, my wife isn’t left with a mortgage and only her income.”

Alan - 26

“Being self-employed with a young family, I was aware that I should look at starting a pension and knew that I needed to be covered if I wasn’t able to work. Clarke Financial Planning set me up with a pension and income protection plan, meaning I no longer have any worries.”

Richard - 30

“Through the assistance of Stephen and Scott in the office, I have not only been able to save thousands on my tax bill for this year with a pension contribution, but I’ve also gained a plan for my retirement and later life.”

Michael - 56

 

 

 

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£50,000,000 +

Assets under management

We are proud to be trusted with over £70 Million of client funds and assets. We review and strengthen our investment portfolio continuously, ensuring our strategy is always adapted to market trends and client needs.

30 +

Years Serving customers

30 years of experience has taught us that success comes from diligently pursuing our clients’ interests with unwavering integrity. We will always strive to enable your financial ambitions by placing our years of industry experience and expertise at your service.

1000 +

products and Providers

As an Independent firm we have full access to all products and providers on the open market. We are unrestricted; we ensure that your goals are met with the most suitable product at the most affordable price.

 
 

Our Office

34a New Row,
Coleraine,
Co Londonderry,
BT52 1AF

 
 

Contact Us