Miles Clarke

Miles Clarke

Chartered Financial Planner
Thames Valley

I am a Chartered Financial Planner based in the Thames Valley office.

I joined the firm in 2007 and I have over 19 years’ experience of providing independent financial advice.

I hold specialist qualifications in Taxation and Trusts, Pension Planning and Investments. I have experience in all aspects of both corporate and personal financial planning, inclusive of pensions, investments, IHT planning, protection and employee benefits.

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 I do

  • Financial planning
  • Pensions and retirement planning
  • Investments
  • Tax efficient investment planning
  • Financial protection
  • Trusts
  • Inheritance Tax planning
  • Charity investments
  • Corporate financial planning

My clients

  • Private individuals
  • Family estates
  • Corporates
  • Trusts
  • Charities

Memberships

Awards

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