Grow your wealth for the benefit of you and your family

We look after the whole of your affairs to give you highly personalised, all-encompassing advice and support.
We fully expect to be dealing with you and your families affairs over generations to come.

Grow your wealth for the benefit of you and your family

We look after the whole of your affairs to give you highly personalised, all-encompassing advice and support.
We fully expect to be dealing with you and your families your affairs over generations to come.

How can we help

We build long term relationships to provide a proactive, bespoke service.

We see your affairs as important to us as they are to you. We aren’t just looking at the short term. We are very much focused on assessing your objectives, needs and desires over the short, medium and long term. We are there for you via our regular, proactive reviews, ensuring the advice and services remain tailored as your needs change.

Individuals – Planning for you,
your family and your future

As we progress through life, our thoughts turn to the future of both ourselves and the next generation. Our partnership offers a comprehensive all rounded approach.

We fully assess your objectives, needs and desires whilst considering your current situation and expected changing circumstances to provide a highly personalised solution to meet short, medium and long term plans.

Business Owners – Managing
your wealth across your business and personal affairs

In dealing with vast numbers of business owners over many years we are acutely aware of how your business is the heart of your financial affairs and future.

We understand that your business and personal affairs are significantly interlinked and our tailored advice ensures all aspects are considered.

Corporate Decision Makers – Supporting you in implementing the best employee benefits package for your team

Employee engagement is paramount to a successful business. If you appreciate your staff, don’t keep it a secret!

It can sometimes be challenging to motivate, incentivise and maintain a positive attitude within the workplace.

How can we help?

Clarke Nicklin Financial Planning is a trading name of CNFP LLP, registered in England, company number OC324909. Registered Office: Clarke Nicklin House, Brooks Drive, Cheadle Royal Business Park, Cheadle, Stockport, SK8 3TD. Email: enquiries@cnfp.co.uk. CNFP LLP is authorised and regulated by the Financial Conduct Authority.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman service please visit www.financial-ombudsman.org.uk

Contact us to arrange your free initial consultation