Clark & John Financial Services

Who we are

Clark & John Financial Services is a team of experienced financial advisors based in Northampton. Directly authorised by the Financial Conduct Authority (FCA), we empower individuals and businesses to achieve their financial goals through a personalized and comprehensive approach.

Our Values

Our philosophy revolves around client-driven advice and exceptional service. We believe in:

• Accessibility: Open and clear communication, accessible to all.
• Transparency: Honest and straightforward explanations of your financial options.
• Empowerment: Guiding you through the process, making you an active participant in your financial journey.
• Collaboration: Working with you every step of the way, building a strong and lasting relationship.

Our services

We offer a comprehensive range of financial services to cater to diverse needs, including:

Investments & Savings

• Understanding your risk appetite and financial goals to recommend suitable investment options like ISAs, Collective Investment Accounts, or Investment Bonds.

Trusts

• Guiding you through trust planning options like buying an annuity, income drawdown, or taking the cash, ensuring your assets are protected and distributed according to your wishes.

Inheritance Tax Planning

• Comprehensive analysis and mitigation strategies to minimize inheritance tax liabilities on your estate.

Pensions

• Comprehensive analysis of your pension options and guidance on maximizing your retirement savings.

Protection & Assurance

• Affordable life assurance and critical illness cover to safeguard your family and yourself financially in unforeseen circumstances.

Our unique approach

Our distinct approach to financial planning sets us apart:

• Client-centered: We prioritize your needs and goals, building a relationship based on trust and understanding.
• Fresh and accessible: Clear communication, jargon-free explanations, and accessible tools to empower you.
• Collaborative: We work alongside you every step of the way, tailoring our strategies to your individual circumstances.

This unique blend of personalized service, expertise, and transparency has earned us the trust of clients across Northampton and beyond.