Mr Matthew Clark

Membership category: 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.

The Greenkeepers Cottage
Topsham Road
United Kingdom

Email: [email protected]
Telephone: +44 (1392) 875500
Practice Areas: Dispute resolution, Elderly and vulnerable clients, Estate planning/administration, Family business, Family office, Insurance, Investment, Philanthropy, Tax, Trust planning/administration, Wills and probate
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Financial Planner
STEP Qualifications:
STEP Diploma in Trusts and Estates - England & Wales
Seabrook Clark Ltd
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.

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