Financial Advisers


What our clients have to say.

Ajaib S S.

I have been with Lord Clarke for a long time and was recently invited for a catchup and pension review with Dave and Jordan; who are both courteous, well humoured and very friendly. After the initial meeting and discussions, I had time to reflect on the advice provided. I had subsequent meetings to analyse and scrutinise the technical details in the pension planning and provision with Dave. I have been delighted with the outcome that was reached, especially since advice and guidance was road mapped so that I could conclude a decision best for me and my family. I would strongly recommend to anyone that they give Lord Clarke the opportunity to improve their financial wellbeing in the current extraordinary times.

Jack T.

To Dave and the team, thank you for everything you have done for me and my brother.

Sue E.

Dave, Jon & the admin team, Just wanted to thank you all for all your help and assistance in allowing me to buy my new home in Knaresborough. It has been an emotional rollercoaster of a time for me for one reason or another, and you guys have played a big part in me getting my life back together, and back on track. Wishing you all a successful remainder of 2020.Thank you so much!

Midland Langar Seva Society

Thank you LCL for providing support for the homeless. With your help and support we manage to feed over 500 people per week all year round.

Dave G E.

I have worked with Lord Clarke for many years. The professionalism, personal service and product knowledge is second to none.

H D & B.

We are so happy with the professional way Dave Clarke helped us. His outstanding product knowledge regarding our pension options have simply been outstanding.

Nigel W.

I’m so pleased that I was recommended to you by a friend, I now have a much clearer plan in place and a detailed level of understanding and comfort of what my retirement picture looks like.

Colin M.

Many thanks for your advice regarding my estate tax planning. Your straight talking and knowledgeable approach enabled me to easily understand the options available to me. I have confidence in your advice and would not hesitate to recommend you to others. Once again, thanks for everything. Friendly Staff!

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