Clare Clarkson — Network Financial Advisor 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
- Inheritance Planning
Qualifications
APFS – Advanced Diploma in Financial Planning Cert CII (MP) – Certificate in Mortgage Advice Chartered Financial Planner
Regulation
Clare Clarkson is FCA-verified (firm: Clare Clarkson Wealth Management Ltd).
Frequently Asked Questions
Is Clare Clarkson a regulated financial advisor?
Yes. Clare Clarkson is FCA-verified and authorised under Clare Clarkson Wealth Management Ltd, meaning they are authorised and regulated by the Financial Conduct Authority to provide financial advice in the UK.
What financial services does Clare Clarkson offer?
Clare Clarkson offers Retirement planning, IHT planning.
Where is Clare Clarkson based?
Clare Clarkson is a network financial advisor based in Newcastle Upon Tyne, serving the DH, DL, NE, SR, TS postal areas.
Does Clare Clarkson offer a free initial consultation?
Yes. You can book a free, no-obligation initial consultation with Clare Clarkson directly through their Trusted Advisor profile.
What qualifications does Clare Clarkson hold?
APFS – Advanced Diploma in Financial Planning Cert CII (MP) – Certificate in Mortgage Advice Chartered Financial Planner
How do I book a meeting with Clare Clarkson?
You can book a free initial consultation with Clare Clarkson directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.