When friends and family were looking for an independent and trustworthy financial adviser with a holistic approach to financial planning, Matthew Clark knew he wanted to help. With extensive experience working for both national and local financial services companies, Matthew realised there was a need for an independent wealth management company offering comprehensive, client-focused advice.
Seabrook Clark was born.
The firm prides itself on giving clients a unique experience. We are committed to providing a complete bespoke wealth management service built on a long-term relationship. This includes professional independent and trusted investment, pension and tax saving advice tailored to a client’s individual circumstances.
At the leading edge of investment, pension and prudent tax planning, we provide an approachable and friendly service, drawing on the latest technology to ensure seamless communication and efficiency.
We’re focused on you and not financial products Our solutions are built around people, not financial products. We spend a lot of time getting to know our clients and we are proud of our long-term relationships and we are family orientated.
Our Founder and Director Matthew Clark was one of the first Chartered Financial Planners in the UK in 2005, which is widely recognised as the ‘gold standard’ for financial advisors. He is also a Trusts and Estates Practitioner, and a Later Life Accredited Advisor, both specialist qualifications with strict codes of professional ethics.
We believe in transparency and are proud to display the full performance history of all our managed portfolios. This sets us apart from many of our competitors.
We are committed to presenting information clearly in a manner which is free of technical jargon and easily understood.
We provide an initial meeting to explore whether we can help you with your financial and investment planning at nil cost or obligation to you.
Following the initial meeting, we send you a proposal letter. This sets out the scope of the work we would propose to undertake for you, the benefits to you and the costs involved. We then set to work on your behalf once you give us the go-ahead and we have completed new client formalities.
If you have legacy pension or investment arrangements, we would gather the necessary information and review as appropriate.
We then undertake relevant research and prepare our letter of recommendations, which we would send you and discuss at a planning meeting.
The aim of the planning meeting is to explore and tweak the proposed strategy as necessary so it fits with your personal circumstances and objectives.
Based on your agreement, we then move to implement the agreed investment or pension strategy.
Normally, a few weeks after implementation, we would meet and review matters with you to confirm that the new investments or pensions are in place. We would also agree a review schedule to keep your financial plan under review.
Regular review meetings are central to the value we can bring you. This is to ensure that pensions and investments are managed in accordance with any change in your personal situation and reflect market dynamics, as well as any change in tax legislation.
Managing Director &
Chartered Financial Planner
Matthew draws on over 20 years of experience to understand clients’ complex financial planning and investment requirements and deliver comprehensive holistic advice with clarity.
In 2013, when friends were looking for an independent and trustworthy financial adviser with a bespoke and personal approach to financial planning, he founded Seabrook Clark.
He was one of the UK’s first Chartered Financial Planners, is a Certified Financial Planner, Trust and Estates Practitioner, Later Life Accredited Adviser and is a Fellow of the Personal Finance Society. He holds advanced pension and investment management qualifications and is a qualified family mediator.
Outside work, Matthew enjoys running, road biking, fell walking and classical music.
Finance
Director
After graduating with a Veterinary degree from Liverpool University, Emma focused on a career dedicated to excelling in her work and client care. She has always been keen to learn new skills and has a strong interest in financial advice. When the opportunity arose to develop and manage a successful family business, she willingly took up the challenge in 2016.
Outside the office, Emma enjoys all three components of triathlon. To top it off, she enjoys a spot of fell walking with her German Shorthaired Pointer, Percy.
Financial
Planner
Hayden has over seven years’ experience within the financial services sector, having started off his career in accountancy in 2016 before deciding to make the switch to financial planning in 2021.
As a result of Hayden’s time in the accountancy field, he holds several industry specific qualifications including the Level 4 Professional Diploma in Accounting with the AAT (Association of Accounting Technicians), as well as having completed Level 6 Taxation (TX-UK) and Level 6 Corporate and Business Law (LW-ENG) exams with the ACCA (Association of Chartered Certified Accountants).
Since moving into financial planning, Hayden has completed the Level 4 Diploma in Regulated Financial Planning alongside various other advice and investment qualifications through the CII (Chartered Insurance Institute). Hayden is on track to complete the Level 6 Advanced Diploma in Financial Planning, which would finalise his Chartered Financial Planner status, within the next year.
Hayden seeks to deliver thorough holistic financial and investment planning to clients by cutting through jargon and presenting recommendations in a clear and straight-forward manner.
Outside the office Hayden enjoys staying active and making the most of the English sun!
Technical
Assistant
Mel draws on her experience of over 30 years in financial services having worked in both technical and sales roles. Her drive is to simplify the process of financial advice and demystify the jargon that can confuse and make financial planning an enjoyable experience. Her technical skills in pensions and investment planning assist with the research and analysis required to help clients in reaching their financial goals.
Outside the office Mel enjoys running, travelling and skiing whenever she can.
Technical
Assistant
Sean has 13 years experience as a financial adviser, but decided to specialise in technical analysis and paraplanning after a few years away.
Sean holds the Chartered Insurance Institute (CII) Level 4 Diploma in Financial Planning along with CII Level 4 qualifications in Paraplanning and Discretionary Investment Management.
Outside the office Sean is a football fan, holding a Bristol City season ticket and enjoys walks along the Cornish coast paths with his partner.
Junior Technical
Assistant
After being a Chartered Manager working in the energy industry for over 15 years, Daniel decided to move into financial services and leverage his skills and strong interest in financial advice to specialise in technical analysis and paraplanning.
Daniel holds the London Institute of Banking and Finance (LIBF) Level 4 Diploma for Financial Advisers along with LIBF Level 4 Long Term Care and Later Life Planning certification.
Outside the office, Daniel enjoys travelling and staying active.
Client Services
Administrator (Investments)
Joanne joined Seabrook Clark in 2021 and has experience working in various roles in financial services. Prior to her career in wealth management, she spent 13 years working for the NHS. She enjoys the diversity of skills and knowledge that her administrator role on the investment desk requires.
In her spare time, Joanne enjoys reading, knitting and country walks, and is happiest sitting in her garden with a good book.
Senior Client
Services Administrator
Heather joined Seabrook Clark in early 2023 as Senior Client Services Administrator and holds the Certificate in Financial Planning (CertPfs) qualification. Heather has worked in financial services since 2005 as an administrator, paraplanner and office manager. Between 2012 and 2015 she managed the Cyprus and Malta offices for a QROPs pension scheme operator. Heather returned to the UK in 2016 and joined a Devon based Independent Wealth Management firm as Office Manager.
In her spare time Heather is an active member and assistant Treasurer of the Rotary Club of Teignmouth and helps with fund raising for local, national and international causes and is Treasurer of the Teignmouth Twinning Association. She also enjoys walking and spending time with her family.
Client Services
Administrator
Julia has enjoyed 25 years in financial services working in various roles including banking, pension provision and financial planning. Beginning her career in London, Julia was lucky enough to have the opportunity to relocate to Devon to continue her career and caring for her family. Julia was delighted to join Seabrook Clark in January 2021 as a Client Services Administrator.
Outside the office Julia is involved in a local charity group, enjoys walking and spending time with family and friends.
Client Services
Administrator
Lesley started working in the financial services sector in 1990 as an adviser for a large insurance company before moving to an administrative role. She has worked as PA to a number of advisers in small local Financial Services companies around Devon. She joined Seabrook Clark as a full time Client Services Administrator in May 2019, handling enquiries and providing an effective & efficient service to our clients.
Outside work, Lesley is a textile artist and enjoys working in her garden.
Client Services
Administrator
Tara started working in Financial Services in 2020 for an independent wealth management firm in the Southwest as an administrator for one of the directors and financial adviser. She joined the Client Services Administrator team at Seabrook Clark in 2023. Prior to her career in wealth management, she worked as a personal banker for one of the UK’s leading banks and before that, a customer service adviser at a well-known national building society.
Tara enjoys spending most of her spare time in Cornwall at her family holiday cabin, out in the fresh sea air, taking lots of walks.
Client Services
Administrator
Fiona joined Seabrook Clark in 2023 and has over 25 years’ experience working in various roles in financial services, having spent the previous 20 years working for a local independent wealth management firm.
After growing up in South Yorkshire, Fiona relocated to the West Country in 2000. She balances her working life with raising a young family, enjoys cooking, reading and quizzing, and has revisited her musical youth by joining a local acapella choir.
Client Services
Administrator
Peter has worked in financial services for over 40 years, starting in a retail bank, a leading Bristol stockbroker, IFAs in Bournemouth, Bristol, Exeter and Wellington and a Surrey based software house specialising in investment and trading systems for worldwide clients. He has been fortunate to work in several cities in the UK and travelled within Europe and the Middle East, advising, performing system installations and upgrades and training investment clients in the use of the investment software. He joined the team at Seabrook Clark in April 2024.
Outside of the office, Peter enjoys spending time with his family and friends socialising. He also enjoys watching any kind of motor sport.
We are committed to providing a high standard of financial advice and service. The interest of our clients is paramount to us and to achieve this we have designed our systems and procedures to place you at the heart of our business. In doing so, we will:
Seabrook Clark is committed to protecting the environment and seeks continually to improve the environmental performance of our activities by minimising the impact of our operations. This policy will be reviewed annually to ensure its ongoing suitability.
Aims & Objectives
We are a firm of Chartered Financial Planners. This means that we rank amongst top flight firms in respect of both professional qualifications, relevant experience and ethics. As pension specialists, we also hold the Pension Transfer Gold Standard, which is awarded by the Chartered Insurance Institute.
In addition, Matthew Clark is both a Trust & Estates Practitioner (TEP) and Later Life Accredited Adviser (LLA).
We are proud that although financial services is a very competitive sector, we have been consistently recognised by our clients, peers and industry experts as demonstrating high standards of professionalism, expertise and service.
We act in the best interests of our clients at all times, as reflected by our Ethical Policy. Accordingly, we are committed to providing a transparent fee structure, with no unexpected hidden charges and we do not receive commission from product providers in respect of any investment or pension we recommend you to implement.
We provide you with an initial meeting free of charge at which we will describe our services more fully and explain our fees. If you decide to go ahead, once we have agreed our fees in advance with you, we will:
Seabrook Clark Ltd (Reg. No. 8281001) is authorised and regulated by the Financial Conduct Authority (593299).
Our registered address is: The Greenkeeper’s Cottage, Exeter Golf & Country Club, Topsham Road, Exeter, EX2 7AE.
Website designed & built by Chalk+Ward
