“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
