Investment, protection and planning advice from highly-qualified consultants who take the time to understand your needs. Our highly-qualified team of independent financial advisers provides a range of professional services to clients and businesses. Let us help you make the right decisions about key aspects of your financial life.
We're happy to help with all your enquiries. Just provide us with some brief contact details and we will call you back to discuss your options. Clarendon upholds the highest standards of professional conduct and we take security very seriously. We make sure that you fully understand the strategy and factors behind every investment decision.
We're happy to help with all your enquiries. Just provide us with some brief contact details and we will call you back to discuss your options. Clarendon upholds the highest standards of professional conduct and we take security very seriously. We make sure that you fully understand the strategy and factors behind every investment decision.
Services
Our planners are some of the most highly-qualified in the country, enabling us to offer advice on a wide range of financial issues. Our dedicated, experienced administrators form part of our close-knit team, so together we can serve you with professionalism and integrity. If you've read the other pages in this website, you will know how important we think it is to get to know you and your financial concerns, so that we can advise you properly.
Our independent financial advice and planning services can help you make the right decisions about your financial life - for you, your family and your business. Together, we can plan for your best possible future. We aim to look after you, not just tomorrow, next week or next month, but in the years ahead.
Choosing to invest money, particularly in the current economic climate, can be a challenge. At Clarendon, we make sure that every investment decision you make is in harmony with your wider financial objectives. After a free initial consultation, ideally in person, we will draw up a detailed plan for providing financial care for your long-term future.
Inheritance tax is paid on the value of a person's assets at their death. As house prices continue to rise, inheritance tax is becoming a concern for anyone who wishes to provide the maximum possible benefit for their children or other beneficiaries. We will help you to identify your potential inheritance tax liability and find solutions to minimise or remove it when you die.
If you rely on an income to provide for your family, it's important to put protection in place so that they will be financially secure even when life doesn't run to plan. We offer an initial consultation (without charge) to help you to work out what protection you need, and will then design the most suitable and cost-effective solution for you and your family.
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