Mike Clarke

Mike Clarke 2017-08-16T11:22:08+00:00

Project Description

APFS, Chartered Financial Planner
Areas: Warrington, Preston, Chorley

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  • 589017533 Mike Clarke
Michael is a Director of True Bearing Chartered Financial Planners and is a member of the Personal Finance Society. A Chartered Financial Planner, Michael also holds the Advanced Financial Planning Certificate (AFPC), including the G60 pensions module, a qualification that is well regarded within the financial services professions.

Whilst advising across a broad spectrum, Michael particularly enjoys working in the Retirement and Corporate Financial Planning areas. He works closely with the accountancy and legal professions, having developed robust partnerships with companies throughout the North West.

Since joining the profession in 1995, Mike has always strived to have a high level of technical knowledge. His expertise and opinion is often called upon by his chartered accountant contacts in the local area. He has presented at a series of training seminars for the Institute of Chartered Accountants in England and Wales.

Mike is highly thought of by his clients, many of which have been with him for many years now. Mike’s ‘superb’ client care and attention to detail is a regular response in client feedback, resulting in the majority of his clients providing personal recommendations.

One of Mike’s best kept secrets is that he is a keen and excellent guitarist, who has studied up to grade 8. Michael is married with three children and lives in the Warrington area.

Areas of Expertise

For Advice On:

Corporate Financial Planning
Investments
Taxation Planning
Retirement Options
Business Exit Planning
Protecting Income
Shareholder Issues
Trusts
Life Assurance

Qualifications

MAQ – Mortgages
G10 – Tax and Trusts
G20 – Investments
G30 – Business Financial Planning
G60 – Pensions
G80 – Protection
H25 – Holistic Financial Planning
GK10 – Pensions Options
CF9 – Pensions Simplification
FA2 – Pensions Administration

    “Michael Clarke has been our financial adviser for several years. We have always found him to be helpful, friendly and professional. We have no hesitation in recommending him to anyone who may be looking for financial advice. We have not heard him play the guitar and so are not able to recommend him should you be looking for a rock guitarist, but if you are looking for a guitarist you are on the wrong web page.”

J and S Ainsworth,
Chorley.


    “I have total confidence in Michael Clarke to provide my clients with honest, relevant and unbiased professional advice to the highest standards.”

Denis Robbins, Robbins Partnership Chartered Accountants,
Manchester.


    “As a person who is daunted by financial matters and pensions Mike Clarke has helped me gain a much better understanding. He has a pleasant and approachable manner and this has contributed towards a very good working relationship.”

Gill Critchley,
Manchester.


    “Mike Clarke has been our financial adviser now for a number of years. During this time the markets have been very turbulent to say the least.  Mike has advised and helped us through this period extremely well and we feel that we are now in a good position to benefit from any upturn in the market.”

David & Liz Wildish,
W
rea Green.


    • “Michael has been my IFA for some years, managing my SIPP and providing ongoing general investment advice.  Having used other companies previously, he came as a breath of fresh air.  His client care and attention to detail is absolutely superb, and following his advice at our regular reviews during each year has stood me in good stead as regards the performance of my SIPP, which has consistently been most satisfactory, despite the difficult financial times over the last couple or so years.

I always feel reassured that my investments are under regular scrutiny and he and his colleagues at True Bearing are very focused within the financial investment marketplace and constantly striving to seek new and improved solid investment opportunities.

He has a client friendly demeanour, and  professionalism, that stands out. I unreservedly would recommend him to any prospective client, and feel sure you would not be disappointed, with the care and service provided.

Keep up the good work Michael!”.

John Wane Esq, McKendrick and Wane Ltd,
Preston.


“Mike has always provided me with an honest view on the various types of investments out there. His vast knowledge of Pension Funds and the varying associated risk has been particularly helpful to me in this uncertain economic climate.”

John Cresswell – Director Quixoquest Limited


‘Mike Clarke from True Bearing has been providing me with financial advice for a number of years now. Mike’s objective, professional and sound advice has helped me to regularly review my finances, deal with changes to my personal circumstances or react to wider issues that have affected the global financial markets. As well as the reliable advice I have been given, the key issue for me is that I feel that I have a Financial Adviser and Company that I can trust.”

Sheldon Phillips


“To confirm we have used the services of Mike Clarke and True Bearing since its conception. We have taken advice on numerous products, including mortgages, life cover, pensions and other insurances. We believe the service afforded to us has been second to none and aids us significantly in managing our financial affairs during our busy lives.”

Howard Ireland, Nuclear Business Manager,
St Helens.

Mike-Clarke-199x300 Mike Clarke
Mike ClarkeDirector
Office: 01257 260011
Mobile:07984 415 631
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