Personal Financial Advice

Published / Last Updated on 10/02/2022

Personal Financial Advice with Roberts Clark IFS Limited

The keyword to us in the phrase "Personal Financial Planning" is the word "Personal".  We have kept our business small, friendly and approachable for a reason.

You are not just a number to us ...  

Big is definitely not beautiful.  Just look at the bailed out banks that we all ended up paying for, how they still treat us all and what bonuses they still pay themselves.

We are consumers too and we treat you the way we would want to be treated ourselves when we buy goods and services.

Personal Service: 

Our motto:  Take care of our clients or somebody else will! 

Too many big companies forget it is you that pay their wages, keeping you hanging on in impersonal call centre queues, we do not.  You will only receive advice personally from us two.  Yes, you will speak to our handpicked, friendly staff too, but it is Joanne and Ashley that will advise you.  It is in both your interests and of course ours, as the business owners, to make sure you get the best financial advice possible.

Your money is a very private, personal matter, you need to tell your financial adviser very private things that perhaps even your family or best friend does not know.  Do you really trust a % based adviser or commission based 'no advice' bank salesman to act in your best interests or would you prefer to get to know an award winning adviser and only use them when you are satisfied you can trust them? 

  • Family Business: Set up in the millenium year 2000, owned and run by husband and wife team Joanne and Ashley Roberts-Clark.  
  • Highly Qualified - Chartered Financial Planners - Amongst the highest qualified financial advisers in the UK.
  • Award Winning Advice - 50+ National and International Awards
  • Unbiased: We offer advice and access to whole of the financial services market.  We offer fee based advice to remove all bias.
  • UK and Expats: These sites are for UK nationals in the UK and the International Channel for UK expats living overseas
  • 100% Nil Commission and Fixed Fees Advice to make your money work harder for you.  Lower charges means more money kept in your investments.

Head Office and admin centre: South West: 1 Stret Constantine, Newquay, Cornwall, TR7 1GH.  01637 838260
Midlands and North: Prosperity House, Water Street, Burntwood, Staffordshire, WS7 1AN.  01543 677444
London and South East: Gainsborough House, 2 Sheen Road, Richmond, Surrey, TW9 1AE.  020 8144 7620

Contact  Call Back  Calculators  Our Fees

Ask Financial Questions for Free

Explore our Site

Money MOT
T and C