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Company Background
The Managing Director Richard John, fellow Director Robert Clark and the Financial Planning Manager Richard Hawkins, have all worked together since 1998, initially at Weston Financial Group. Having now established “Clark & John Financial Services Ltd” as a directly authorised firm with the Financial Services Authority (FSA), we wish to utilise our vast collective experience to initiate a “Fresh Approach to Financial Services” for all existing and new clients alike.
Richard John said “After many years of successfully building our client bank, primarily through financial seminars for the general public and customer referrals, we decided that the time was absolutely right to review and change how we work. We want to concentrate our efforts on delivery of a superior service. By gaining direct authorisation from the FSA, we are now in a position to control our own destiny and put in place systems that exactly match what we believe our clients, need, want and deserve. As an independent company we can implement strategies and systems to achieve what is right for our clients without being constrained by outside influences.”
The Financial Services industry has been through many years of changes and evolution since the Financial Services Act 1986. With the recent FSA initiative of “Treating Customers Fairly” together with the ongoing “Retail Distribution Review”, this is the ideal time to design a service, tailored around providing our existing clients with the best possible standards of service and financial expertise. We are delighted therefore, that this opportunity allows us to launch our “Fresh Approach” encompassing our new working practices.
A fresh approach to
independent financial advice
Management Team
Richard John Managing Director
Robert Clark AFPC (Dip PFS) Director
Richard Hawkins Financial Planning Manager
Lisa McCartney Administration Manager
© Copyright 2008. All rights reserved. Clark and John Financial Services Ltd is authorised and regulated by the Financial Services Authority
OUR FRESH APPROACH
• Quarterly review service
Valuations, market analysis and commentary, personalised portfolio realignment and advice.
• 24 hour valuation service
Via website continually, by phone during
office hours.
• Individual risk profiling
In depth analysis of your personal approach to investment risk.
• Bespoke portfolio construction
Investments designed to meet your needs
• Access to over 900 funds
Covering all asset classes via numerous leading fund managers.
