Member Profile

Mr Matthew Clark TEP FPFS LLA, Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

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.