Matthew Clark

Director @Seabrook Clark Ltd

Exeter, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2013 — Present

Director @Seabrook Clark Ltd

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Exeter, GB

As a Chartered Financial Planner, I offer impartial advice on a fee-basis with regard to investments, pension and retirement planning, and tax mitigation. I am also a family mediator and advise on the financial aspects of divorce, including pension sharing.

EDUCATION

1991 — 1995

University of Exeter

Bachelor's Degree, Italian, German

SKILLS

FinanceFinancial PlanningLong Term CareFinancial PlannersInvestmentsFinancial ServicesDivorceStrategyTrustsMarketingRetirementLong-Term CareManagementAsset ProtectionTaxFinancial AdvisoryBusiness DevelopmentAlternative Dispute ResolutionInheritance Tax PlanningHigh Net Worth IndividualsBusinessEquity ReleasePortfolio ManagementStrategic Financial PlanningWealth ManagementPensionsBusiness PlanningAnnuitiesBusiness StrategyAlternative InvestmentsEstate PlanningWealthRetirement Income StrategiesCharitiesRetirement PlanningLegal AdviceFixed AnnuitiesIncome ProtectionInvestment Advisory

ABOUT MATTHEW CLARK

I am excited to bring a fresh approach to wealth management - award-winning levels of advice delivered with a bespoke service, characterised by integrity, transparency and value for money. As a Chartered Financial Planner, Later Life Accredited Adviser and Trust and Estates Practitioner, I give expert independent advice with particular specialisms in the following areas: • Investments: how best to invest for income and capital preservation over time. • Pensions: SIPP, SSAS, pension drawdown, annuities, commercial property purchase. • Tax mitigation investments: EIS, VCT, BPR - investments for income tax relief, inheritance tax relief and capital gains tax deferral.

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Matthew Clark — Director at Seabrook Clark Ltd in Exeter, GB | Unifers