Lord Clarke are a team of experienced IFA’s qualified to provide quality independent advice on all financial matters relating to Pension Provision and other financial planning needs. Collectively we have over 60 years experience and continually keep ourselves appraised of current market conditions.
Lord Clarke have specialist pension permissions and are authorised to advise by the Financial Conduct Authority (FCA) on Pension Transfers and opt outs; this differentiates them from many other IFA’s.
Lord Clarke was setup to specifically help people protect and enhance their futures, by advising on all aspects of peoples work based pensions. These include Employer schemes that date back many years, to Pensions provided by current Employers. Our values are: Integrity, Honesty, Openness & Commitment which we combine with a team orientated approach. You will find all our advisers, knowledgeable, personable, professional & courteous.
We hold by our commitment to treat all our Clients fairly and respectfully. Every one of our Clients circumstances are different; some people will find that they understand their current position with all their pensions very well and be fully aware of the options open to them.
Other people will be surprised to find out what options await them now and the impact those options will have at retirement. Our lives are continually subject to change which is why we recommend our Annual Review Service.
If you have any queries, questions or just want to talk through your options there is no charge for you to speak with one of our advisers.
We will never charge you, or ask for any payment without fully discussing the implications with you. All your Pension Fund entitlements will be investigated and reported to you at our cost. It is entirely up to you whether you decide to proceed to any of our services from this point onwards.
The Financial Conduct Authority does not regulate inheritance tax and estate planning.
“Lord Clarke Limited is Authorised and Regulated by the Financial Conduct Authority. FCA Number 542556. Registered in England & Wales, Company Number 05975653. Registered Office: Old Barn Farm, Catthorpe, Lutterworth, Leicestershire, LE17 6DQ. Trading address: 4 The Terrace, Rugby Road, Lutterworth, Leicestershire, LE17 4BW” Tel: 08444 820303 Contact: Link