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Miles Clarke

Miles Clarke

Director, Chartered Financial Planner
My office information
0118 959 7222

4.9

Miles Clarke financial-advisor-ifa ratings on VouchedFor

I am a Chartered Financial Planner and have over 20 years’ experience, providing independent financial advice to private individuals, family estates, charities, trusts and corporate clients.

I joined Crowe Financial Planning UK Limited in 2007 and have worked in three chartered accountancy firms during my career. I am an Associate of the Personal Finance Society (PFS) and a member of the Chartered Insurance Institute (CII).

Learn more about me

VouchedFor Top Rated Adviser 2026

Recognised in the VouchedFor 2026 Top Rated Adviser Guide for consistently strong client feedback and high professional standards.

View my client reviews on VouchedFor

My team

If I am not available or cannot get back to you right away, please feel free to reach out to Anne-Maria for any technical queries and Lucy for any administration queries. They are always happy to help and will make sure you get the support you need. 
Anne-Maria Crisafi
Anne-Maria Crisafi
Senior Paraplanner
0118 959 7222
Lucy Raines
Lucy Raines
Senior Client Support Coordinator
0118 959 7222

My insights

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Unmarried
Essential planning for unmarried couples
Unmarried couples should set plans to protect assets and improve tax efficiency.

About me

Why I became a Financial Planner?

After attending a career’s fair at university, the role of a financial adviser really appealed. Continually learning, building long-term relationships with clients, while helping plan for their futures and achieving their goals sounded very fulfilling, which it certainly has been.

Specialist areas of advice I find rewarding.
I hold specialist qualifications in Pensions, Investments, Protection, Taxation and Trusts. I have experience in all aspects of corporate and personal financial planning. Taking a holistic approach and using these aspects to create a sound financial plan is very rewarding.
What's important to me when delivering advice?
The more I know about a client the better I can help. Therefore, the most important aspect for me is that both parties commit the time to do a ‘proper’ comprehensive job, which ultimately provides the best outcome.
What I enjoy most about my role.
Within my role as a Chartered Financial Planner I enjoy spending time with clients to gain a full understanding of their situation, requirements and future aspirations so that I can tailor financial planning strategies to meet their needs.
What matters to me most.
Family, Friends, Health.