Robert Clark
Newstead Clark Financial Services
Minimum savings/pensions: Any amount
Minimum mortgage: Any amount
0330 038 8939
Based in Wolverhampton
View locationChecks carried out by VouchedFor
FCA Regulated
Robert and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 25 April 2025
Robert and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
3
Recent Client Reviews
Robert has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Robert has received 3 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 10 September 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Robert has not yet added their qualifications to their profile
Qualifications not yet added
Robert has not yet added their qualifications to their profile
Transparent Fees
Robert has not yet added their fees to their profile
Fees not yet added
Robert has not yet added their fees to their profile
3
Positive First Impressions
67% of VouchedFor users have had a positive (4 or 5 star) first experience with Robert (based on 3 first impressions)
67% of users who are not yet clients had a positive first experience with Robert
67% of VouchedFor users have had a positive (4 or 5 star) first experience with Robert (based on 3 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Robert and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 25 April 2025
Robert and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
3
Recent Client Reviews
Robert has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Robert has received 3 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 10 September 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Robert has not yet added their qualifications to their profile
Qualifications not yet added
Robert has not yet added their qualifications to their profile
Transparent Fees
Robert has not yet added their fees to their profile
Fees not yet added
Robert has not yet added their fees to their profile
3
Positive First Impressions
67% of VouchedFor users have had a positive (4 or 5 star) first experience with Robert (based on 3 first impressions)
67% of users who are not yet clients had a positive first experience with Robert
67% of VouchedFor users have had a positive (4 or 5 star) first experience with Robert (based on 3 first impressions)
Offering personalised advice that is tailored to your individual circumstances and financial objectives, I am proud to have built many long-lasting relationships over the last 20+ years in the industry. Financial planning is complex, but that doesn’t mean it has to be difficult. I am personally committed to ensuring you feel comfortable, informed, and supported at each stage of your financial planning journey. I will work with you directly to construct an investment strategy that fits your goals and objectives. Whether you are looking to generate an income, invest for growth, reduce your income tax bill, or even avoid long term care costs, I can help. I am fully trained in taking Will and Lasting Power of Attorney instructions and pride myself on offering a professional service at an affordable price. Everybody’s individual circumstances are unique however, everyone’s goals is to protect their estate and transfer their wealth with maximum efficiency to the next generation or to a preferred cause. I have extensive experience in inheritance tax planning using a combination of strategies to minimise the burden of inheritance tax your loved ones or preferred cause need to pay. Outside of work I enjoy coaching junior cricket, supporting local sports teams, and participating in fund raising events for both national and local charities.
Offers available through VouchedFor
Contact Robert through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Robert's clients
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Adviser Disclaimer
Robert is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register No. RPC00013. https://registerfca.org.uk/ As an authorised and regulated individual by the Financial Conduct Authority, Rob adheres to the highest standards of professionalism and ethics. Newstead Clark Financial Services Ltd are authorised and regulated by the Financial Conduct Authority and entered on the Financial Services Register FCA Ref. No. 707549. The Financial Conduct Authority does not regulate taxation, trust advice, will writing, power of attorney, hire agreements and some aspects of buy to let mortgages, commercial finance, finance, asset finance and hire purchase. Your home may be repossessed if you do not keep up repayments on your mortgage.