Clarke Robinson

Based in the charming town of Portishead, Bristol, Clarke Robinson & Company is an Independent Financial Adviser with a particular specialism in pension planning. We take great pride in our ability to translate complex pension jargon into plain English, ensuring that our clients have a clear understanding of their financial situation and future prospects. With pensions often being the second largest asset after one's home, it is vital to give them the attention they deserve as part of your long-term financial planning. At Clarke Robinson & Company, we understand the importance of this and strive to offer tailored advice to suit your individual needs.

Our Services: Pensions and Beyond

As an Independent Financial Adviser, our services extend far beyond pension planning. However, our expertise in pensions is what sets us apart from other financial advisers. Many of our clients approach us with a pension-related issue that other professionals have been unable to resolve. We have a wealth of experience in this field, having worked in the pensions industry since 1977, allowing us to offer specialist advice on a range of pension-related matters. Our services include:

• One-off projects: Whether it's a simple two-hour review of your options or a complete management of your pension scheme over a period of time, we offer one-off project services to solve your pension problems.

• Ongoing support: If you prefer to focus on your own life and business, leaving the paperwork and worries to someone else, we can provide ongoing support and peace of mind. Copies of all documentation and recommendations will be maintained on your personal files for easy reference. We also offer investment advice when required.

• Business troubleshooting: We work closely with solicitors and accountants to help resolve pension-related issues on behalf of their clients. Our expertise allows us to offer tailored solutions for resolving complex issues or simplifying pension arrangements.

• Wide-ranging experience: Our experience in employee benefits, executive and personal pensions, contracting out, small self-administered schemes (SSAS), pension transfer advice, income drawdown, self-invested personal pensions (SIPP), pensions and divorce, and pension simplification ensures that we are well-equipped to provide advice on a host of pension-related matters.

Why Choose Clarke Robinson & Company?

Established by Steve Robinson, Clarke Robinson & Company has a rich history of specialising in pension advisory services based on a lifetime of experience explaining Pensions in Plain English. Our advice is tailored and transparent, ensuring our clients fully understand the options and implications in making well-informed decisions. As an Independent Financial Adviser, we prioritise our clients' best interests and have a proven track record of resolving even the most complex pension issues. Our expertise in the field and commitment to tailored, plain-English advice make us the perfect choice for tackling pension-related matters.

At Clarke Robinson & Company, we believe in the importance of the personal touch. We invite you to get in touch for an initial discussion or meeting, and we will be more than happy to explore the ways in which we can help you with your pension planning needs.