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Investments

At Clark and Poole we can offer expert advice on how to get the most from your money depending on your circumstances, needs, attitude to risk and objectives.

It is very important to continually review the performance of your savings, as your requirements will change and the performance of investment products may decline over the years. We will make suggestions on how to consolidate your portfolio and optimise the performance of your investments, without any obligation to act on our suggestions.

You may find it particularly useful to ask us to review your investments if you find yourself in one of the situations below:

  • Your interest rates on existing investments have vastly reduced.
  • You have a lump sum to invest.
  • You would like to avoid inheritance tax.
  • You have a fragmented portfolio that is hard to manage.
  • The administration fees on investments seem high.
  • You would like to protect your savings against the possibility of paying for Nursing Home fees in the future.
  • You would like to plan for your children's future university tuition fees.

We will be able to fully explain all the options available to you and, as we are completely independent, we are able to review the whole market to find the most appropriate products for you.

Some investment options are listed below and we will be more than happy to discuss how appropriate they are for your circumstances:

  • ISAs
  • Bonds
  • Investment Trusts
  • Asset backed investments
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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