About

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.

Why

We’re focused on you and not financial products

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.

We're professional

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're trustworthy

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're accessible

We are committed to presenting information clearly in a manner which is free of technical jargon and easily understood.

How
we work

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.

Our
team

Matthew Clark

Matthew
Clark

Managing Director & Chartered Financial Planner

Emma Ley

Emma
Ley

Finance
Director

kerry roffey

Kerry
Roffey

Technical
Manager

Bryony Noad

Bryony
Noad

Investment
Manager

Ed Pitman

Ed
Pitman

Business
Manager

Lesley Ruskin

Lesley
Ruskin

Client Services Administrator

Carolyn Sinclair

Carolyn
Sinclair

Client Services
Administrator

Liz Priddle

Liz
Priddle

Client Services
Administrator

Ethical

Our Ethical Policy

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:

  • Conduct our business with integrity, dignity, respect and confidentiality, being mindful of the well-being and best interests of our clients at all times.
  • Treat all clients fairly regardless of their status or circumstances. We will avoid conflicts of interest, but where there is a conflict, this will be disclosed to you.
  • Comply at all times with the requirements of the FCA, the professional code of ethics of our professional body, the Chartered Insurance Institute and Personal Finance Society, as well as all relevant laws and regulations. This includes all our advisers maintaining a Statement of Professional Standing and appropriate continuing professional development.
  • Ensure that all advice is given or overseen by a Chartered Financial Planner.
  • Invite any client to involve a trusted friend or family member if they are over age 65, or for any advice concerning care funding, equity release or estate planning. The written record of advice provided to our client would also be provided to the nominated person if agreed by our client.
  • Communicate clearly, promptly and without jargon.
  • Check if our client has a potential disability, including hearing or visual difficulties, and take this into account when communicating. This may include large print or inviting an assistant to meetings, as well as ensuring the pace and duration of meetings is appropriate. In addition, home visits may be offered as well as assistance with access and parking as appropriate.
  • Seek your views and perception of our dealings with you to ensure it meets your expectations and identify any improvements required. We take any complaints or expressions of dissatisfaction seriously. We have a clear and transparent procedure for dealing with any complaints, which is explained to all clients and complies with all regulatory requirements, as well as those of our professional body.

Our Environmental Policy

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

  • Ensure as a minimum standard, full compliance with relevant environmental legislation and other regulations relating to the sustainable use and protection of natural resources.
  • Raise staff awareness of and train employees on this Environmental Policy and environmental matters and legislation applying to our activities.
  • Promote sustainable options for staff travel and encourage meetings to be conducted via telephone or videoconferencing wherever possible.
  • Monitor waste generation and recycling rates, promote waste minimisation and progressively improve levels of re-use and recycling in all activities.
  • Adopt electronic client communication as a default to minimise printing and the need to deliver by post.
  • Encourage suppliers and contractors, through appropriate specifications, to develop and supply environmentally preferable goods and services.
  • Give full consideration to the impact on the environment before committing capital expenditure or entering into any new venture or project.

Awards & credentials

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.

2020
New Model Adviser:

Top 100 firm
in the UK

2020
Exeter Living Awards Finalist

2020
Money Marketing Awards 2020:

Best Paraplanner
Award

Kerry Roffey Finalist

2019
New Model Adviser:

Top 100 firm
in the UK

Matthew Clark
Personal Finance Society

2019
Exeter Living Awards Finalist

2018
New Model Adviser:

Top 100 firm
in the UK

2017
New Model Adviser:

Top 100 firm
in the UK

2013
Chartered Financial Planner of the Year Finalist

Matthew Clark
Personal Finance Society

Fees

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: 

  • Gather and analyse personal and financial information about you and your aims and objectives;
  • Recommend and discuss any action we think you should take and, with your agreement, arrange relevant solutions for you.
  • All recommendations are documented in writing. 

Let's
chat

Contact

Fill in our online form and one of our advisers will call you back

Email

info@seabrookclark.co.uk

Call

London: 0203 5986528

Exeter: 01392 875500

Trustpilot
STEP
Exeter Living Awards 2020
Pension Transfer Gold
FLSP Endorsed
MMA Top 100
Chartered Financial Planners