About Clark & Poole

Clark & Poole Independent Financial Advisers Limited

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We established Clark and Poole in 2009, driven by a clear objective to create a financial services company, in Wokingham, that would offer the highest level of service to our customers.

Between us, we have spent over 40 years in the financial services industry. During this time we have obtained a great deal of knowledge and experience in order to help our customers achieve their particular financial objectives. We are very proud of our independent status and use up-to-date industry software and research tools to be able to compare products and services in great detail.

We pride ourselves on 'going the extra mile' for our customers, acting on your behalf to take the pressure off and using our expertise to deliver your objectives. We work hard to ensure our customers' satisfaction and have built a large client base through repeat business and referrals.

We encourage all customers to come and have a free consultation without pressure to act on our recommendations. Our only concern is that you leave our offices well-informed and with a great impression of our company.

Andy

Andy Clark

Andy has been an IFA since 1989. Prior to establishing Clark and Poole, he worked as an IFA for a property services company and has spent the last 15 years based in Wokingham. He has a wide network of clients and an extremely high referral rate, demonstrating the excellent level of service he offers his customers.

m: 07957 394458
e: andy@clarkandpoole.co.uk

Bob Poole

Bob has been in the Financial Services industry for more than 30 years. He has a wealth of experience in helping customers to find the best solution for their financial needs. He makes a point of understanding their wants and wishes and in doing so has steered many to making the right choices. Bob's clients are spread far and wide, across the UK as well as further afield... he has customers in Singapore and Australia, who insist on dealing with him. Bob says 'relationship is everything, the more I know my client the more I can help them and a satisfied client is what makes this role enjoyable'.

m: 07879 826793
e: bob@clarkandpoole.co.uk

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Thank you so much for all your help, assistance and guidance. You’ve been fantastic and I will have no hesitation whatsoever in recommending you to my friends, colleagues and clients.

Nicholas Marshall, Lancaster

When we purchased our house and required a mortgage Andy provided sound advice which we followed with a successful outcome. We were new to the country which complicated our application somewhat but Andy came through for us. I would highly recommend him to anyone.

Marla White, Wokingham

Andy and Bob have offered our business excellent advice in a number of areas from pensions to insurance. They always offer sound advice based on thorough research. I would have no hesitation in recommending Clark and Poole to any company that requires financial guidance.

add3 Limited, Reading

Bob Poole & Andy Clark have been professional & personal friends of mine for many years. The financial services they offer are wide ranging, can be refined for virtually any requirement, and to my certain experience their knowledge and feel for the specialist markets led by property and all related matters are second to none. I hope you may consider using their services – you will be in the very best of hands.

Ken Schofield MBE

Bob provided me with very helpful advice, both financial and practical, and was extremely efficient and thorough. I was particularly impressed with the speed at which he worked and with his market knowledge; on this basis Clark and Poole could easily rival many city-based financial advisers. I was very grateful to have the benefit of Bob's experience and help with my financial affairs and will certainly contact him for future advice.

Jane Stuart, London

Andy provided a package that followed my requirements precisely. He kept me informed on progress at all stages, and replies to questions were handled quickly and in detail.

Roger Highmoor, York

Bob, Thanks for all your help, yet again you have been a superstar.

Michaela Read – Leighton Buzzard

I have found working with Andy to be very beneficial, he has advised and recommended a number of options around my mortgage. I have no problem in recommending his business to friends and colleagues. Andy is very knowledgeable and comes over very professionally in his chosen field of expertise.

Andy Pragnell, Wokingham

I started using the professional services of Bob Poole 20 years ago and since then he has not only helped us out with our financial requirements but many of our friends and relatives, a true professional who always delivers

Lawrence Bent Owner of New London Property LTD

Andy Clark of Clark and Poole Independent Financial Advisers Ltd can be highly recommended due to the fantastic service we have enjoyed over the years. We have always been pleased with the professional advice offered. The service has always been provided on a timely manner and has taken the stress away from buying a new house.

Karl and Claire Thompson, Wokingham

I found them very friendly and professional and they certainly gave us sound, solid financial advice. We were very happy. They helped us with our Mortgage, Life cover and pension. I would certainly use them again.
Karen Dighton, Wokingham
Excellent advice given while searching for a new mortgage, explained in simple and easy to understand terms. Ease of contact for advice after meetings is superb. We are moving away from the Wokingham area but we will certainly be using Clark and Poole for all out financial requirements in the future.

Andrew Vernon, Finchampstead

I wish to thank you greatly for your assistance, persistence, expertise and unfailing good humour during the farrago which has resulted in our having our new home.

We know that obtaining mortgages has become more difficult than in the past and, on reflection, that what you earn in commission is in some cases scant reward for the work involved. All the more reason for our gratitude for your valiant and successful efforts.

It goes without saying that we will strongly recommend you to our friends and colleagues and sincerely hope that their situations are far easier for you to manage than ours was.

Stephen and Stella Lines