Our Service Proposition

At MJ Clark Investments we are committed to helping Individuals, Trustees, and Small Business Owners to protect, and hopefully enhance, their financial security, for both now and in the future. We want all our clients to be comfortable with the service they receive.

Our advice process is bespoke to a client’s needs and objectives. Following an initial enquiry from a potential client, where it can be established there may be some value to use our service, a convenient initial meeting is arranged for detailed financial facts and objectives to be discussed. If appropriate to proceed beyond the initial consultation a personalised financial plan is compiled and presented, specifically designed to help meet agreed objectives. In most instances MJ Clark Investments implements the plan.

There is no cost applied to the initial consultation. The only commitment is to spend time with a qualified adviser and discuss financial matters. Any work that is subsequently required will only be undertaken once a client has formally agreed to fees and charges relating to the required advice.

Following the implementation of any financial recommendations all clients have the option to either opt for ongoing reviews of their circumstances and previous advice or request for reviews on an ad-hoc basis.

We welcome the opportunity to explore how we can support your financial goals. Please contact MJ Clark Investments to discuss to what extent we may be of assistance and/or to address any questions.

Contact Details:

Office Phone: 0203 174 0282

Email: enquiries@mjclarkinvestments.co.uk

You can expect to be contacted by an adviser no later than the next working day following your enquiry.

Our Services

Savings & Investments

From childhood, most of us are told to put away money to save for the future.

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Pensions

Designed to enable you to save enough money so you can live comfortably in retirement.

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Protection

The benefits of insuring ourselves against undesirable events cannot be overlooked.

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Long-Term Care

Please contact us to find out how we can help you achieve your financial objectives.

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Contact Us

Please contact us to find out how we can help you achieve your financial objectives.

Get in touch

Want to know more?

To find out more or to arrange a meeting with us, please call 0203 174 0282,
or email enquiries@mjclarkinvestments.co.uk