Lord Clarke’s advisers have more than 90 years’ experience within the financial sector.  Serving its clients since June 2011, having been formed from a network regulated firm, Lord Clarke Associates Ltd, which was founded in 2000.  

During that time the firm has provided holistic financial planning advice to a growing list of clients that now number well in excess of 1,000.  The firm does not advertise and relies on client referrals and their reputation to bring in new business.   The firm strives to build strong relationships with the clients, many of whom have subsequently become lifelong friends.

The relationship with clients is built on trust and their continuing need for our knowledge and experience of financial matters.  The advisory team have over 100 years of experiences within the financial services sector, having previously worked for insurers, banks, and investment houses.  The broad level of experience along with a wide range of expertise means that the team can help clients in almost all circumstances.

Our team of experienced IFA’s provide an unparalleled level of professionalism and independent advice on all financial matters relating to financial planning needs including pensions, life insurance, mortgages, and general financial matters.

Lord Clarke differentiates itself from other IFA’s and has specialist pension permissions and is authorized to advise by the Financial Conduct Authority (FCA) on Pension Transfers and opt outs.

Whilst the business operates from a single ‘Midlands’ office, the business services clients from all over the UK.

The business is incredibly involved in the local community, being the primary sponsor for Rugby St Andrew, an RFU affiliate club which runs teams for children as young as 5 up to senior rugby level.  We are also proud to support Midland Langar Seva Society, a local homeless society.
 

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Lord Clarke Limited

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