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At Clark Financial we provide independent advice. We have strived to maintain our independent status as it provides us and you with an ever changing range of products which can be used to satisfy changing requirements as circumstances change in your life.
The cornerstone of providing advice is not only understanding your requirements now, but what your goals are for the future and tailoring a flexible plan which we can reviewed and altered to encompass each phase of your life.
Everyone is different with different needs. We are here to help our clients and work with them.
We understand that “talking finance” can be dull and easily left to another day. We like to think that what sets us apart is our ability to explain advice clearly, with no unnecessary jargon and create a clear structure and plan for clients to understand.
We are genuinely passionate about the service we provide to clients and keen to work with every individual to ensure that they are financially protected and well planned for the future.
Building strong working relationships with clients is key to both short and long term planning and to enable each individual the ability to shape their planning as life circumstances alter.
I have worked in Financial Services for over 20 years and established Clark Financial in 2005 with the aim of building a business that focuses on the needs of clients first. I am proud to have remained a small local firm, maintaining a high level of service for every client.
David is a member of the Personal Finance Society. The Society of Mortgage Professionals and The Chartered Insurance Institute.
235 Fairmile Road
Christchurch
Dorset
BH23 2LQ
Phone: 01202 486888
Fax: 01202 486816