Clarke Associates Wealth Management

Welcome to Clarke Associates Wealth Management

Clarke Associates Wealth Management provide expert financial advice that enables discerning individuals and businesses to achieve their principal financial objectives:

  • Building and preserving capital
  • Managing cash and borrowing
  • Financial protection against risk
  • Creating and maintaining a tax efficient estate

Our Principal, Ian Clarke, has been helping people to create and manage their personal wealth since 1984 and it is only through providing a high quality, professional and personable service that he has been able to build the long term relationships necessary to secure the financial future, and provide peace of mind to our clients.

Our emphasis is focused on building long-term personal relationships. We appreciate that everyone's situation is unique, so all our clients receive an individualised wealth management service, specifically tailored to their financial and personal needs. We will never provide an off-the-shelf solution.

In 2005, Clarke Associates Wealth Management were invited to join the prestigious
St. James's Place Wealth Management Group as a member of the St. James's Place Partnership.

We aim to keep our clients aware of the most up to date information about the markets. By following the links on the left hand side of this page, you can read through the latest market bulletins, and view SJP TV, a service that features interviews with the fund managers of St. James's Place funds.

We do hope you find our website of interest. Please fill in the Enquiry Form if you have any queries, or would like any further information about our services.