Seabrook Clark

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.

At Seabrook Clark, we recognise that, when it comes to financial planning, there's no such thing as one-size-fits-all advice. A tailored approach is always required, one that takes into account the funds you wish to invest, your current circumstances and, crucially, your future plans.

When it comes to looking at your individual needs, we use our expertise in different areas to provide a bespoke package of comprehensive advice that suits your requirements and helps target your financial goals.A comprehensive financial plan underpins our advice and gives you clarity in respect of how your financial goals in life can be met and if you are on track.

One of the biggest issues facing our clients is how best to achieve financial security in retirement, as well as potentially provide for dependants and pass on wealth to children. At Seabrook Clark we are focused on giving you pension advice to target your objectives whilst accumulating pension savings, options at retirement, meeting income requirements and capital preservation in later life.

You may prefer to hand over full responsibility for us to manage your investments on your behalf on a discretionary basis, or you may prefer for us to provide you with advice, so you can make your own decisions. We are happy to work with you on either a discretionary or advisory basis, our focus being to build and preserve your wealth over time.

As Chartered Financial Planners, we provide a full range of specialist services to complement our core investment, pension and financial planning advice. This includes advice on tax-efficient investments to mitigate income tax, capital gains tax (CGT) and inheritance tax (IHT). Such investments include Enterprise Investment Schemes (EIS), Venture Capital Trusts (VCT) and investments eligible for Business Relief from IHT.