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I have total confidence in Mike Clarke to provide my clients with honest, relevant and unbiased professional advice to the highest standards. Robbins...
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He has a client friendly demeanour, and professionalism, that stands out. I unreservedly would recommend him to any prospective client, and feel sure you...
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Michael Clarke has been our financial adviser for several years. We have always found him to be helpful, friendly and professional. We have no hesitation in...
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As a person who is daunted by financial matters and pensions Mike Clarke has helped me gain a much better understanding. he has a pleasant and approachable...
Summary
Mike is a Director of True Bearing and a Chartered Financial Planner. Whilst advising across a broad specturm, Mike particularly enjoys working in the Retirement and Corporate Financial Planning areas. He works closely with the accountancy and legal professions, having developed robust partnerships with companies throughout the North West and London. On many occasions Mike has acted as a strong sounding board for clients to discuss new business ventures, delivering quality input into their decsion making. Tel 01257 260011 or 07984 415631. Email michael.clarke@truebearing.co.uk
Expertise
Mike is a Chartered Financial Planner and achieved his Chartered status in 2006. He was amongst the first few hundred financial advisers in the UK to receive the qualification. The title Chartered Financial Planner is the most widely accepted ''gold standard'' qualification available for professional financial planners and advisers in the United Kingdom. Awarded by the Chartered Insurance Institute, the qualification promotes the highest standards of integrity, technical competence and business capability.
Mike provides advice across a broad area, but you would say his ''expertise'' is providing investment advice to business owners and entrepreneurial clients. He manages in excess of £35m in client assets. Mike and other Financial Planners at True Bearing are already actively involved in helping employer's with their Work Place Pension obligations.
Main areas of Expertise:
Pension Planning
Investment Planning
Auto Enrolment/Work Place Pensions
Shareholder Issues
Corporate Financial Planning
Business Exit Planning
Experience
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true bearing ltd
- Current