Newstead Clark Financial Services Ltd

About

Offering personalised advice that is tailored to your individual circumstances and financial objectives, I am proud to have built many long-lasting relationships over the last 20+ years in the industry.

Financial planning is complex, but that doesn’t mean it has to be difficult. I am personally committed to ensuring you feel comfortable, informed, and supported at each stage of your financial planning journey.

I will work with you directly to construct an investment strategy that fits your goals and objectives. Whether you are looking to generate an income, invest for growth, reduce your income tax bill, or even avoid long term care costs, I can help.

I am fully trained in taking Will and Lasting Power of Attorney instructions and pride myself on offering a professional service at an affordable price.

Everybody’s individual circumstances are unique however, everyone’s goals is to protect their estate and transfer their wealth with maximum efficiency to the next generation or to a preferred cause. I have extensive experience in inheritance tax planning using a combination of strategies to minimise the burden of inheritance tax your loved ones or preferred cause need to pay.

Outside of work I enjoy coaching junior cricket, supporting local sports teams, and participating in fund raising events for both national and local charities.

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