Here to help you

Clear, independent and personal advice
on retirement planning, savings and investments

to help

Clear, Independent and
personal advice on retirement
planning, savings and

QFA and LIA qualified.
Professional, financial
advice since 1996.


Investments are one of the best ways to build wealth. When you invest your money, it means your money is making money for you.


Retirement is inevitable, the money you have to enjoy it is optional. The difference in having a pension and not can be the defining factor in how you live your life after you retire.


Getting a Mortgage is one of the biggest decisions in your life. Are you concerned that you will not qualify for a mortgage? We can help you get Mortgage ready

Life Protection

Life insurance ensure that in exchange for your monthly payments, there will be a prearranged sum of money for your loved ones when you die.

About Gwen Clarke

Hi, my name is Gwen and I am a Qualified Financial Advisor.  I help people who are struggling with their money, people who don’t know what they can afford, people who don’t know where their money is going and people who are afraid of their future.

When they work with me, they get a plan to make their money work for them.  I remove the fear around money and make it something people can get excited about.  Making a plan, means that people can afford the things they have always wanted without worrying about where the money is coming from.

I’ll take the fear out of planning for your future.