Joanne Roberts-Clark Independent Financial Adviser

Published / Last Updated on 01/06/2022

Joanne Roberts-Clark APFS, CeMAP, Cert MP & ER.
Chartered Financial Planner

Joanne Roberts-Clark - Managing Director, Roberts Clark Independent Financial Solutions Limited

Joanne is an Associate of the Personal Finance Society (qualified by examination) and a Chartered Financial Planner.  

Joanne is a nationally renowned, award winning independent financial adviser.  Joanne has worked in the industry for over 30 years.  She is a Principal, registered IFA, a registered supervisor and manager and a qualified and authorised individual to transact the specialist activity of pensions transfers advice.  Her principal role is that of Managing Director and Compliance Officer of Roberts Clark, the authorised Independent Financial Adviser and owner of, where she monitors, supervises, trains and establishes the rules and regulations that ensure our compliance with Financial Conduct Authority rules as well as UK and International Law.  Joanne also writes, maintains and updates Compliance Procedures, Reporting Procedures and Training & Competence Procedures.  

She appears frequently on radio, occasionally on TV and writes regularly for various newspapers and magazines and is one of the panel experts for Money Wise.  

Joanne is a financial services legal expert and also specialises in:

  • General Financial Planning
  • Care Fees and Planning for the Elderly
  • Asset Protection, Taxation and Trusts
  • Investment Planning
  • Protection Planning
  • Inheritance Tax Mitigation
  • Mortgages, Lifetime Mortgages and Home Reversion
  • Financial Services Compliance and Regulation

Contact us for a no obligation, free consultation with her.

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