Roger Clarke

I have more than 25 years’ experience in the financial services industry, being a founding Director of PQR Financial Planning Limited, now part of The Private Office, and having worked at Bowring Financial Services (now Marsh) and Thomsons (now part of Chase de Vere).

Get in touch for your free consultation  

What drives me?

I live with my wife and daughter (and various animals) in West Sussex and in my spare time enjoy golf, tennis and playing the bassoon in a local orchestra. 

My qualifications

I am a Chartered Financial Planner and my qualifications are:

  • Chartered Financial Planner
  • Diploma in Financial Planning
  • Financial Planning Certificate
  • Award in Pensions Update

We also have a team of in-house specialists who can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. If you require assistance with these areas contact us today.

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We are Chartered Financial Planners, publicly committed to a customer-first approach and values that align with a professional Code of Ethics.

We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.

This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership. 

Find out more about our accreditations 

FCA regulated

The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.

You can view the financial services register to check that any firm is suitably authorised; The Private Office’s firm registration number is 789482

> View The Private Office's profile on the FCA Register

You can view my personal listing in the Adviser Directory by visiting the link below, which confirms I am authorised and qualified to advise you.

> View my profile on the Adviser Directory

All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.

You can check their qualifications and credentials by visiting the Personal Finance Society’s website.

How I can help you

  • Chartered Financial Planner
  • Specialise in dealing with high net worth clients who have a diverse range of financial requirements and problems
  • Advice in cashflow modelling

 

Advice spotlight

Restructured a client’s income in retirement away from taxable pension income to income from their ISAs. Preserving their pensions which fall outside of their estate increasing their children’s inheritance by £600,000 free of IHT.

Meet our expert team 

Our team members have extensive experience in the UK financial and investment industries. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.

View all our experts

What people say about me

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November 2018, Hampshire

I think it would be hard to find anybody to have done much better over the past twenty odd years. Roger and I know each other pretty well and the business and personal relationship is excellent.

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November 2018, Dorset

I lacked confidence in my previous financial adviser. I was introduced to Roger Clarke some 15 years ago by my accountant. I found him very personable, easy to understand with clear advice.