The Seabrook Clark team grows again
We are delighted to welcome Ed Pitman and Lesley Ruskin to our team in the Exeter office. Ed is joining us as Business Manager, and Lesley is joining us as a Client Services Administrator. Ed has had a distinguished career at Reuters and has spent many years’ as a business coach. He enjoys seeing how […]
We are recruiting
Client Services Administrator, Exeter Job Description The role is on a permanent, full time basis and will report to the Business Manager or directors. Seabrook Clark Seabrook Clark are award-winning Chartered Financial Planners and Discretionary Fund Managers based in Exeter. The firm prides itself on giving clients a unique experience. We are committed to providing a […]
Seabrook Clark named one of top 5 financial advice firms in the South West
We are delighted to announce that we have been named as one of the top five financial advice firms across the South West by the respected Citywire company, New Model Adviser at the award ceremony on Thursday 10th January. This announcement follows on from our nomination as one of the top 100 UK financial […]
Seabrook Clark Christmas opening hours
Our opening hours over the Christmas period (24th, 27th, 28th and 31st December) are 10am – 4pm. From Wednesday 2nd January we will be back to our usual hours of 9am – 5pm. From all of us at Seabrook Clark, have a wonderful Christmas and a very happy New Year!
Seabrook Clark scores a hat trick!
We are thrilled that we have been named, for a third year in a row, as one of the top 100 UK financial advice firms by the respected Citywire company, New Model Adviser. This year the criteria for the award included: a clear strategy for growing the business for the benefit of our clients; demonstrable […]
Our Autumn Budget update
Following the Autumn Budget yesterday, although there were some headline grabbing announcements in respect of extra money for the NHS, there were very few changes announced that affect personal finance. We have detailed the changes that may affect our clients’ personal finance affairs below: We are pleased to hear that the personal allowance tax threshold […]
Older Person’s Information Day 2018
Last Friday we were delighted to have been invited to exhibit at the Home Instead Older Person’s Information Day in Budleigh Salterton to talk to visitors about care-fee planning, pensions, inheritance tax, investments and equity release mortgages. The day included talks and exhibitors from a variety of organisations, including, Devon County Council, the Alzheimer’s Society, […]
The CityWire New Model Retreat, Hertfordshire
The Seabrook Clark Investment Desk team had the honour of being invited to the CityWire New Model Adviser Retreat event which was held in London earlier this month. Representatives from 20 fund groups held presentations on specific funds they are managing, as well as providing their insight into current market conditions, the challenges facing investors […]
Market Overview & Outlook – September 2018
Seabrook Clark held its quarterly Investment Committee Meeting on Friday 31/08/2018. Matthew Clark, Director and Chartered Financial Planner, led the conversation about the current economic environment, investor sentiment and political climate, and how these are likely to affect our investment propositions. Our current view is that despite the recent political turmoil, the underlying picture is overall […]
The rise in sustainable & ethical investing
We have seen a clear rise in demand for sustainable investment solutions over the past few years, with the highest annual inflow of money into such funds to date over the last year. Investors are becoming increasingly aware of the possibility of investing in high quality ethical funds without having to compromise on return. We […]