• Contact
  • Accountants: +44 (0) 1753 551111
  • Solicitors: +44 (0) 20 7067 4300

Financial Planning

Our main role is to work with our clients to help them with life’s important financial questions.

  • Can I afford to move house?
  • What will happen to my family if I cannot work?
  • Can I afford to privately educate my children or put them through University?
  • Am I making my money work hard enough for me?
  • Could I adjust my financial plans to pay less tax?
  • When will I be able to afford to retire?
  • How much inheritance tax will my children and grandchildren have to pay?

We believe that the success of any business is based upon honesty and openness. At Oury Clark we are looking to build long standing relationships with our clients and this can be demonstrated by the fact that many of our clients have been clients for decades and have also had the confidence to recommend us to their friends and family when they have required financial advice.

Professional financial advice can add significant value to individuals and businesses. It is because of this that we provide a comprehensive ongoing review service designed to create real value for our clients.

As your partner in building wealth and security, we focus on ways that we can help you to live the life you want to live. By engaging Oury Clark you assure yourselves of regular financial checkups and access to new ideas brought to you by the Oury Clark team.

Corporate Services

  • Group Life Cover
  • Group Income Protection
  • Group Healthcare/Dental
  • Group Pension Schemes
  • Employee Benefits 
  • Key Man Insurance

Private Client

  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Residential Mortgages
  • Health and Long Term Care
  • Business and Family Protection  (Please download private client brochure for further information)
  • Member of Tech UK
  • Member of London Partners
  • Member of London of Chamber Commerce and Industry
  • Thames Valley Chamber of Commerce Group Member

Copyright © 2013 - Oury Clark.

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