About us

Find out about Clark and John, our background and our team below.

Our background

Clark and John Financial Services was founded in 2008 by two highly experienced financial advisers, Robert Clark and Richard John.

Managing Director Richard, and fellow Director Robert, started working together in 1998, for an IFA firm in Northampton. Both Richard and Rob were financial advisers and each presented numerous successful Inheritance Tax and Cautious Investing seminars, to the public, at various hotels and venues throughout the Midlands.

In January 2008, they decided to set up by themselves and utilise their vast collective experience to initiate a “Fresh Approach” to financial services. This approach was introduced to all existing and new clients alike, and has proven to be proven to raise service standards for all clients. The “Fresh Approach” revolved around introducing a Quarterly Review Service, for all investment and pension plans. Richard and Rob realised that most clients wanted an adviser to monitor their investments on a regular basis, with a view to delivering a service standard that client’s hard-earned cash deserved.

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The Clark and John team…

  • Richard John – Managing Director

    Richard is one of the two founders of Clark and John Financial Services, and is the managing director of the business. He has over 30 years’ experience in financial services, and was previously a Regional Sales Manager before establishing C&J.

    Richard is responsible for ensuring the business runs smoothly and complies with FCA regulations. He oversees the whole team, guaranteeing that clients have the best possible experience.

  • Robert Clark – Director – Dip PFS, AFPC

    Rob is also a founder of the company, and is both a Financial Adviser and a Director. He started his career in the Royal Navy before moving on to become a Foreign Exchange Dealer in the London financial markets.

    Rob then started work as a financial adviser, and gained many years’ experience in two previous companies, before opting to start his own company with fellow adviser Richard. What he enjoys most is providing clients with uncomplicated, straight forward financial solutions, so that they can be safe in the knowledge that someone is monitoring their hard-earned savings.

  • Andrew Browne – Financial Adviser – Dip PFS

    Andrew joined the team in May 2013. In his early career, he was a Foreign Exchange Dealer, before joining a wealth management company in 1997. During his time there, he gained many years’ experience in providing effective financial planning solutions to his clients, and rose from Associate Partner to Senior Partner.

    Andrew has brought a wealth of experience to Clark and John Financial Services, and particularly enjoys working with clients on a holistic basis in order to create and develop long lasting relationships with them.

  • Steve John – Financial Adviser Dip PFS

    Steve is the newest member of the team after joining in April 2017. He is the brother of Managing Director Richard, and has been a financial adviser for 37 years. He commenced his career at Commercial Union, before moving onto Prudential as an agent.

    In 1987, Steve joined Barclays bank where he worked as an IFA within the Premier Banking and Corporate Divisions. More recently, Steve has just completed a 13 year stint with another firm, before becoming a member of the Clark and John Financial Services family. Steve has a wealth of experience, particularly specialising in pensions and investments and is looking forward to adding to the level of experience already within the firm.

  • Lisa McCartney – Administration Manager – FPC1

    Lisa joined Clark and John Financial Services at its inception in January 2008, after working closely with both Richard and Rob, at a previous company. She has worked as an Administrator within the financial services sector since 1996, and has even gained a base-level financial planning certificate.

    Lisa provides support to both the clients and the team, successfully managing the office and using her many skills in administration to ensure the smooth running of the company. Her favourite thing about working for Clark and John Financial Services is the relaxed and friendly atmosphere.

  • Dani Spence – Marketing Manager

    Dani joined the team in May 2015, to cover the role of the Administrator, whilst Lisa was on maternity leave. Dani has experience in both administration and marketing, fulfilling both of these roles within her family’s business.

    Upon Lisa’s return in May 2016, Dani took on the marketing role, advertising our services using various marketing strategies and focusing her attention on bringing Clark and John Financial Services into the modern world. She creates the company’s online presence, providing content for the website and for various Social Media platforms.

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financial advice…

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with the Clark and John Financial Services team.

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