Clarke Robinson

At Clarke Robinson & Company, we are an independent financial advisor based in Portishead, Bristol, with a rich history of expertise in pensions. Our founder, Steve Robinson, has been working in the pensions industry since 1977 and has built a reputation for explaining complex financial concepts in plain English. We take pride in providing tailored advice and guidance to individuals and businesses alike.

Our Services

We offer a range of services designed to meet the unique needs of our clients. Whether you're an employer seeking to improve your employee benefits, an individual looking to navigate the complexities of pension planning, or a business owner seeking to simplify your financial affairs, we have the expertise to help.

• Troubleshooting: Our experienced team can help resolve pension-related issues, from negotiating with scheme administrators to reviewing and simplifying complex financial arrangements.
• Fixed Fee: We offer a fixed-fee service for businesses and individuals seeking straightforward, no-nonsense advice on their pension arrangements.
• Independent Financial Advice: Our experienced advisors can provide personalized guidance on how to optimize your pension returns, minimize risk, and achieve your long-term financial goals.
• Free Advice: We also offer a complimentary advice service for businesses and individuals seeking an initial consultation or guidance on their pension affairs.

What Sets Us Apart

Our commitment to transparency, integrity, and personalized service sets us apart from other financial advisors. We promise to:

• Provide straightforward, jargon-free explanations of complex financial concepts
• Tailor our advice to your specific needs and goals
• Maintain open and transparent communication throughout our working relationship
• Ensure our recommendations are governed by the Financial Services and Markets Act 2000

Client Testimonials

Don't just take our word for it - see what our satisfied clients have to say:

• "Just a quick note to thank you very much for sorting my pension fund, and for asking Rolls Royce to deduct their charges from the fund, I was so pleased that they agreed in the end I can't thank you enough for all your help in getting this sorted." - Helen E.
• "Thanks for actioning everything - it is much appreciated." - Martin L.

About Our Expertise

With a background spanning over four decades, our team has extensive experience in:

• Employee benefits (large employer schemes) since 1978
• Executive and Personal Pensions since 1978
• Contracting out since 1979
• Small Self-Administered Schemes (SSAS) since 1982
• Pension transfer advice since 1988
• Income Drawdown since 1998
• Self-Invested Personal Pensions (SIPPs) since 2000
• Pensions and Divorce since 2006
• A-Day and Pension Simplification since 2009
• Special Annual Allowance Tax Changes since 2009

Get in Touch

To learn more about how we can help you achieve your financial goals, please call us on 01275 844 844 or contact us through our website. We look forward to working with you.