Matthew Clark

Matthew Clark Email and Phone Number

Director at Seabrook Clark Ltd @ Seabrook Clark Ltd
The Greenkeeper's Cottage, Exeter Golf & Country Club,Topsham Road,United Kingdom
Matthew Clark's Location
Exeter, England, United Kingdom, United Kingdom
Matthew Clark's Contact Details

Matthew Clark personal email

n/a
About Matthew Clark

I am excited to bring a fresh approach to wealth management - award-winning levels of advice delivered with a bespoke service, characterised by integrity, transparency and value for money.As a Chartered Financial Planner, Later Life Accredited Adviser and Trust and Estates Practitioner, I give expert independent advice with particular specialisms in the following areas:• Investments: how best to invest for income and capital preservation over time.• Pensions: SIPP, SSAS, pension drawdown, annuities, commercial property purchase.• Tax mitigation investments: EIS, VCT, BPR - investments for income tax relief, inheritance tax relief and capital gains tax deferral.

Matthew Clark's Current Company Details
Seabrook Clark Ltd

Seabrook Clark Ltd

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Director at Seabrook Clark Ltd
The Greenkeeper's Cottage, Exeter Golf & Country Club,Topsham Road,United Kingdom
Website:
seabrookclark.co.uk
Employees:
9
Matthew Clark Work Experience Details
  • Seabrook Clark Ltd
    Director
    Seabrook Clark Ltd Feb 2013 - Present
    Exeter, United Kingdom
    As a Chartered Financial Planner, I offer impartial advice on a fee-basis with regard to investments, pension and retirement planning, and tax mitigation. I am also a family mediator and advise on the financial aspects of divorce, including pension sharing.
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  • Thomas Westcott Financial Management Ltd
    Director Of Wealth Management
    Thomas Westcott Financial Management Ltd Aug 2009 - Jan 2013
    Exeter, United Kingdom
    I advised clients who were tired of paying too much tax and who were looking for a trusted adviser to provide direction with regard to their financial planning, as well as providing investment portfolio advice.
  • Cathedral Financial Management
    Chartered Financial Planner
    Cathedral Financial Management 2008 - 2009
    I set up and managed a discretionary portfolio investment service, in addition to providing independent financial planning focused around retirement, pensions, investment and tax mitigation.
  • The Exeter Practice
    Chartered Financial Planner
    The Exeter Practice 2006 - 2008
    I set up and managed a discretionary portfolio investment service using index funds, in addition to providing independent financial planning focused around retirement, pensions, investment and tax mitigation.
  • Standard Life
    Ifa Account Manager
    Standard Life 2000 - 2005
    Client relationship management and business development with Independent Financial Advisers (IFAs) across SW England.
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  • Thomson Reuters
    Marketing Manager
    Thomson Reuters 1995 - 2000
    Marketing financial information products to City institutions.
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Matthew Clark Skills

Retirement Planning Wealth Management Inheritance Tax Planning Pensions Financial Advisory High Net Worth Individuals Financial Services Investments Strategic Financial Planning Estate Planning Financial Planning Retirement Finance Wealth Charities Financial Planners Trusts Tax Portfolio Management Income Protection Asset Protection Alternative Dispute Resolution Fixed Annuities Investment Advisory Management Business Development Long Term Care Divorce Alternative Investments Equity Release Annuities Retirement Income Strategies Long Term Care Legal Advice Business Planning Business Marketing Strategy Business Strategy

Matthew Clark Education Details

Frequently Asked Questions about Matthew Clark

What company does Matthew Clark work for?

Matthew Clark works for Seabrook Clark Ltd

What is Matthew Clark's role at the current company?

Matthew Clark's current role is Director at Seabrook Clark Ltd.

What is Matthew Clark's email address?

Matthew Clark's email address is ma****@****y.co.uk

What schools did Matthew Clark attend?

Matthew Clark attended University Of Exeter, Perse School, South Lee.

What are some of Matthew Clark's interests?

Matthew Clark has interest in Classical Music, Running, Good Food, Cycling.

What skills is Matthew Clark known for?

Matthew Clark has skills like Retirement Planning, Wealth Management, Inheritance Tax Planning, Pensions, Financial Advisory, High Net Worth Individuals, Financial Services, Investments, Strategic Financial Planning, Estate Planning, Financial Planning, Retirement.

Who are Matthew Clark's colleagues?

Matthew Clark's colleagues are Sean Kennedy, Hayden Williams Dippfs, Daniel E., Sean Kennedy Dippfs, Emma Ley.

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