Member Profile

Mr Matthew Clark TEP FPFS LLA, Full Member i

Fully qualified practitioner with either more than 5 years’ industry experience or a STEP Diploma qualification and more than 2 years’ industry experience. Depicted by the TEP designation

Seabrook Clark Ltd
The Greenkeepers Cottage
Topsham Road
Exeter
Devon
EX2 7AE
United Kingdom

E: matthew.clark@seabrookclark.co.uk
T: +44 (1392) 875500
Website: www.SeabrookClark.co.uk

Profession:
Financial Planner
Practice Area:
Dispute resolution, Elderly and vulnerable clients, Estate planning/administration, Family business, Family office, Insurance, Investment, Philanthropy, Tax, Trust planning/administration, Wills and probate
STEP Qualifications:
STEP Diploma in Trusts and Estates - England & Wales
Branch/Chapter:
STEP West of England

I am a Chartered Financial Planner, Trusts and Estates Practitioner and Later Life Accredited Adviser.

I develop long-term relationships by understanding a client's objectives, developing a coherent financial planning and investment strategy, and most importantly, providing a high level of on-going service.
I work closely with other professionals to provide clients with a consistent and comprehensive service and am one of only a few Chartered Financial Planners nationally to be qualified as a Trusts and Estates Practitioner (TEP) and a Later Life Accredited Adviser (LLA), as well as being a Fellow of the Personal Finance Society (FPFS).

Typical work includes retirement and estate planning strategies for private clients and investment advice for trusts.

In 2005 and 2006, I won investment awards at the Money Management Financial Planner of the Year.