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Independent Financial Adviser 18 Regents Court, Sopwith Way, Kingston Upon Thames, Surrey, KT2 5AG
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
16th September 2019
Family Firm & Winner: IFA of the Year, Online IFA of the Year, Pension IFA of the Year.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Rest of world
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Ashley Clark ACII FPFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Joanne Roberts APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
Trying to make major financial decisions is intimidating, and I was quite anxious about it. When I met Ashley I was surprised at the length and thoroughness of the consultation process, and impressed by the advice I received. I suspect few financial advisers would tell you not to do something because it was not in your best interests, especially if it meant they lost a potential fee. I felt that he was genuinely concerned for my financial welfare, not just company profits. We discussed several options, most of which I was unaware of. As soon as the work began, I received regular updates via email which meant that I was always aware of how matters were progressing. An entirely satisfactory experience!
Rose, Chiswick
Jo and Ashley gave all our finances; pensions, life cover, endowment policies and wills a complete overhaul last summer and it was an invaluable service. Our pensions are now up-to-date in policies which no longer pay inflated fees out each month and I feel relieved that everything is now on track for the future. They are both very open and approachable and you can ask them anything and not feel stupid - which is how I usually feel when it comes to anything financial. They are a pleasure to work with.
Joanne Kennedy, Thames Ditton
I trust Joanne and Ashley with my pensions and life savings. They stopped hidden commissions, set up by my previous adviser, they got me the best deals and I now have more than enough money for the rest of my life. I do not think there can be a greater endorsement of trust and faith in two of the hardest working people I have ever met and I have lived all over the World and met many so called advisers.
Andrew, Molesey
Where to find us

18 Regents Court, Sopwith Way, Kingston Upon Thames, Surrey, KT2 5AG

Make an enquiry
About us

Big is not beautiful, look at the failed banks. Small, professional, fee only, nil commission, husband/wife firm of Chartered Financial Planners. 50 years combined experience that specialise in a very personal service to get you the lowest charges on investments and save tax so that you keep more of your money. We listen, we analyse and offer affordable solutions to meet all budgets that will transform your perception of your money. 30+ National Awards at the FT Financial Adviser Life & Pensions Awards despite being a small fish in a big bond evidence our expertise.

Our services

Your money is a private matter, very personal to you and very personal to us. We are a family firm and consumers just like you that get the same junk mail, spam texts and calls that you do. We treat people the way we want to be treated ourselves: We don’t spam, we don’t have pushy salespeople, we treat you fairly, talk plainly, honestly and with transparent fixed fees quoted in writing before any work starts. You control what happens and when. It is your money after all.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Compliance

and are trading styles of Roberts Clark Independent Financial Solutions Limited, who is an independent intermediary, authorised and regulated by the Financial Conduct Authority in the United Kingdom. You can check this on the FCA Register, FCA authorisation number 192598. Roberts Clark IFS Limited: Registered in England No. 3981121. VAT No. GB 748 2866 87. Registered Office: 1 Stret Constantine, Newquay, Cornwall, TR7 1GH, United Kingdom. Regulatory Statements, Key Facts about our services and Full Terms and Conditions are published on . Roberts Clark IFS Limited passports its financial advice services from the UK into Europe under the European Union's Insurance Mediation Directive. For advice in countries outside Europe, services will only be offered that do not contravene local regulations and laws or where a specific exclusion applies to allow overseas advice. Certain advice areas are not regulated by the Financial Conduct Authority such as Wills, Tax and Trusts Advice. International advice and guidance is offered in accordance with the Laws of England and Wales. Our services including any website content, advice or guidance is subject to the exclusive jurisdiction of the English Courts. By using our services, you accept that no other Country's or State's Courts, Legal or Judicial Systems have any jurisdiction.

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