Clare Clarkson — Network Financial Adviser in Newcastle Upon Tyne
About Clare Clarkson
Clare Clarkson is a Chartered Financial Planner and founder of Clare Clarkson Wealth Management Ltd. With more than two decades of experience in financial services, she works with individuals, families and business owners to build long-term financial plans that evolve alongside their lives. She believes the best advice comes from truly understanding each client's goals, concerns and ambitions, creating bespoke strategies that provide clarity, confidence and lasting financial security. After graduating with a first-class honours degree, Clare began her career providing financial advice within the banking sector, where she spent ten years developing her technical expertise and client-focused approach. In 2008, she established her own practice with a clear vision: to deliver highly personalised financial planning built on trust, long-term relationships and exceptional service. Since then, the business has grown into a dedicated team committed to supporting clients through every stage of their financial journey. Clare is passionate about helping people make informed financial decisions, recognising that successful planning is about far more than investments or pensions alone. Whether working with professionals approaching retirement, business owners navigating complex financial decisions or women seeking greater financial confidence and independence, she focuses on providing straightforward, practical advice that helps clients feel in control of their future.
Services
- Retirement planning
- IHT planning
Specialisations
- Retirement Planning
- Tax Planning
- Inheritance Tax Planning
- Investment Management
- Pension Planning
Qualifications
Advanced Diploma in Financial Planning (CII) Certificate in Mortgage Advice (CII) Chartered Financial Planner
Regulation
Clare Clarkson is FCA-verified (firm: Clare Clarkson Wealth Management Ltd).
Frequently Asked Questions
Is Clare Clarkson an FCA-regulated financial adviser?
Yes. Clare Clarkson is FCA-regulated and verified by Trusted Advisor. We re-check every adviser's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does Clare Clarkson offer?
Clare Clarkson offers Retirement planning, IHT planning. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use Clare Clarkson?
Fees vary depending on the service, the complexity of your situation and the assets involved. Clare Clarkson will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial adviser?
Clare Clarkson works as part of a network, with access to a carefully selected panel of providers. Network advisers share resources and compliance support but still tailor advice to each client's individual goals.
How do I book a consultation with Clare Clarkson?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Clare Clarkson directly through the contact form.
Does Clare Clarkson work with clients outside Newcastle Upon Tyne?
Many of the advisers on Trusted Advisor work with UK clients remotely as well as in person. Clare Clarkson is based in Newcastle Upon Tyne but you can confirm preferred meeting locations and video options when you book your initial call.