Lord Clarke Ltd
In a period of uncertainty our aim is to help you reduce or eliminate financial risk, whilst realising your financial goals. We work hard to help our clients see the difference between how much money they think they have and how much they actually do.
We can advise you on
Pensions & divorce
Pensions & retirement planning
Building your home
Buy my next home
Buy to let
Buying commercial property
Buying first home
High loan to value
Next home / Remortgaging
Right to buy
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Traded endowment policies
Savings for children
School fees planning
Accident & sickness
Income protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Last authorised 13th September 2021
What our clients say
Lord Clarke were always professional and exceeded my expectations. They took the time to listen and understand what I was trying to achieve. They provided great service and kept me fully up to date throughout the whole experience.
Many thanks for your advice regarding my estate tax planning. Your straight talking and knowledgeable approach enabled me to easily understand the options available to me. I have confidence in your advice and would not hesitate to recommend you to others. Once again, thanks for everything. Friendly Staff!
I have worked with Lord Clarke for many years. The professionalism, personal service and product knowledge is second to none.
Thank you LCL for providing support for the homeless. With your help and support we manage to feed over 500 people per week all year round.
Dave, Jon & the admin team, just wanted to thank you for all your help and assistance in allowing me to buy my new home in Knaresborough. It has been an emotional rollercoaster of a time for me for one reason or another, and you guys played a big part in me getting my life back together, and back on track. Wishing you all a successful 2020. Thank you so much!
To Dave and the team, thank you for everything you have done for me and my brother.
I have been with Lord Clarke for a long time and was recently invited for a catchup and pension review with Dave & Jordan, who are both courteous, well humoured and very friendly. After the initial meeting and discussions, I had time to reflect on the advice provided. I had subsequent meetings to analyse and scrutinise the technical details in the pension planning and provision with Dave, I have been delighted with the outcome that was reached, especially since advice and guidance was road mapped so that I could conclude a decision best for me an my family. I would strongly recommend to anyone that they give Lord Clarke the opportunity to improve their financial wellbeing in the current extraordinary times.
We are so happy with the professional way David Clarke helped us. His outstanding product knowledge regarding our pension options have simply been outstanding.
I'm so pleased that I was recommended to you by a friend, I now have a much clearer plan in place and a detailed level of understanding and comfort of what my retirement picture looks like.
Trusted firm of Independent Financial Adviser's. Serving the people of Leicestershire and Warwickshire since 2006, Lord Clarke also offers UK coverage.
Specialists in Pension Transfers, Defined Benefit Transfers, Wealth & Estate Planning, Tax Planning, Life Insurance and Mortgages. We help busy professionals and family's align their money with their life goals.
We are not your typical 'financial adviser' firm. We take a collaborative and comprehensive approach to financial planning, working together with you to build a plan that reflects you and your families financial goals.
- We help you organise your financial life allowing you to make the right decisions.
- Our expert advice helps to reduce financial stress, letting you focus on enjoying life.
- We help you protect what’s important to you and your family.
- We help you build a financial plan for your future that reflects your unique values, goals and dreams.
- We help you achieve your goals and dreams through personalised, comprehensive independent advice.
- We give you the confidence to live life to the fullest knowing that your plan will adapt as you and your life change and that we will be there every step of the way.
Where to find us
Head office address: 4 The Terrace, Rugby Road, Lutterworth, LE17 4BW
Minimum wealth (income/assets)
Minimum mortgage value
Online (Live chat, video, email)
Face to face
Your home may be repossessed if you do not keep up
repayments on your mortgage.