Our fresh approach
to financial advice

Book your financial review
by filling in the form below

We will aim to call you within 48 hours.

Investments & Savings

Find out whether it is an ISA that suits you, a Collective Investment Account or an Investment Bond.


Trusts can be used to ensure assets are given to beneficiaries on death. Find out more on our Trusts page.

Inheritance Tax Planning

Inheritance Tax Planning is one of our specialities. Discover more about our Inheritance Tax products and Estate Planning.


It is sensible to plan for your retirement. Find out about pensions products and your options at retirement.

Protection & Assurance

Protect your family and yourself financially with cost effective Life Assurance and Critical Illness cover.

Why choose us

  • Connector.

    Quarterly review service

    Valuations, market analysis and commentary, personalised portfolio realignment and advice.

  • Connector.

    24 hour valuation service

    Via website continually, by phone during office hours.

  • Connector.

    Individual risk profiling

    In depth analysis of your personal approach to investment risk.

  • Connector.

    Bespoke portfolio construction

    Investments designed to meet your needs.

  • Connector.

    Access to over 1000 funds

    Covering all asset classes via numerous leading fund managers.

Major Market Indices

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For fresh and clear
financial advice…

Book your financial review
with the Clark and John Financial Services team.

Request a meeting

What our clients say…

“We feel confident that we are receiving the best possible service on our investments via the investment platform. The quarterly reports are impressive.”
– Mr Folkes

“I like the way you let me know what’s happening with my investments. You always ring back & deal with my paperwork!!”
– Mrs Grant

“You keep in touch on a regular basis. You are the experts and I have every confidence in whatever decisions you make. I am entirely satisfied with your efforts on my behalf.”
– Mr Munt

Call us

Visit us

Tudor House,
19 Tudor Court,
Wootton Hope Drive,