Based in Coleraine. Supporting clients across Northern Ireland and the UK.
Bring your pensions, savings and future plans into one clear picture. Clarke Financial Planning helps you understand your options and make informed decisions about life after work.
Look at the age you have in mind, the lifestyle you want and the resources you may have, and see which questions deserve attention first.
Understand how your pensions, savings and other resources could support an income, and the trade-offs behind each choice.
Think about what you would like to pass on while keeping enough for your own needs, and how those decisions connect to your retirement.
Retirement planning starts with what you want your life to look like. From there, we can explore how your pensions, savings and investments fit together, and which decisions may help you move towards it.
Bring your goals, timing and resources together so you can make decisions with a clearer picture of life after work.
Understand your existing pensions, what they cost and the options open to you.
Explore how pensions, savings and other resources could support life after work.
Consider what you would like to leave to the people who matter to you, and how it fits with your own needs.
Connect your investments to your objectives, timescales and attitude to risk.
Looking for help with tax or protection? See all of our services.
Good advice should leave you better informed about the decisions in front of you, and clearer about what each one involves.
Bring pensions, savings and investments together so the whole picture is visible.
See the options that may suit your circumstances, and what each could mean.
Every choice has a cost or a limit. Talk them through before you decide.
Circumstances move on. Plans can be revisited as yours do.
A proposed route from first conversation to ongoing support. Detailed advice is chargeable, and fees are explained before you decide to proceed.
We start with your priorities and the questions on your mind.
We look at your situation and agree the scope of any advice.
Fees are explained before you decide whether to proceed.
Where agreed, we put the plan in place and revisit it with you.
Clarke Financial Planning is based in Coleraine and supports clients across Northern Ireland and the wider UK. We work with individuals and couples who want to understand their options and make informed decisions about their money and their future.
The factors to weigh up, and the information worth gathering, before you decide.
A plain-English look at how income can be drawn after work, and the trade-offs involved.
Balancing what you may need for yourself with what you hope to pass on.
Yes. Many people start thinking about retirement years before they plan to stop work. An introductory conversation can help you understand what to consider and what information would be useful to gather.
Yes. If you have already retired, we can talk about your current pensions, savings and investments and whether your plans still fit your circumstances.
You can talk to us about more than one pension, and looking at them together can show how they fit with your wider plans. Combining pensions is not always the right answer, and some pensions carry valuable benefits, so any recommendation depends on your circumstances.
We are based in Coleraine and support clients across Northern Ireland and the wider UK. Get in touch to talk about how meetings could work for you.
It is a conversation about your priorities and questions, so that you and we can judge whether advice from us is likely to be right for you. It is not a personal recommendation.
We explain how advice is charged before you decide to proceed. The introductory conversation is separate from any chargeable advice.
Tell us a little about what you are planning. An introductory conversation can help establish whether our advice is right for you.
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