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Investments & Savings

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

Options to consider when you retire include; Buying an Annuity, Income Drawdown, and Taking the Cash.

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.

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

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Quarterly review service
Valuations, market analysis and commentary, personalised portfolio realignment and advice.
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24 hour valuation service
Via website continually, by phone during office hours.
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Individual risk profiling
In depth analysis of your personal approach to investment risk.
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Bespoke portfolio construction
Investments designed to meet your needs
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Access to over 900 funds
Covering all asset classes via numerous leading fund managers.

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

Simple and friendly advice. Highly recommended team of financial advisers.
– Emma

Richard is simply brilliant. Clear advice that actually makes sense. Thanks again!
– Matt

Excellent at what they do. A highly trustworthy team that provide very simple and clear advice.
– David

Tudor House,
19 Tudor Court,
Wootton Hope Drive,
Wootton,
Northampton
NN4 6FF