Newstead Clark Financial Services Ltd

Newstead Clark Financial Services Ltd is an independent financial advisory firm based in Birmingham. The firm has over 15 years of experience and is authorised and regulated by the Financial Conduct Authority, with Financial Services Register number 707549. The firm serves both personal and corporate clients, offering services including retirement planning, investments, tax planning, insurance, business loans, and employee benefits. Robert Clark is the Managing Director and an Independent Financial Adviser.

The team includes Independent Financial Advisers Ashley Dougliss and Euan Aston, Independent Mortgage & Equity Release Adviser James Clark, Independent Mortgage Advisers Joshua Skyte and Beth Somerfield, Trainee Independent Financial Advisers Dean Lones and Matthew Gallear, Financial Administrators Oliver Walker, Christian Clarke, and Charlotte Bull, Office Manager and Senior Paraplanner Oonagh Clarke, Client Services personnel Sandra Hall, and Secretary Jo Macpherson. From July 2023, the firm will offer a client portal system.

In Birmingham, Newstead Clark Financial Services Ltd has built a reputation for pension work, drawing consistent praise from clients. Rob is the adviser whose name appears repeatedly, with reviewers describing him as knowledgeable and thorough when explaining the pros and cons of transferring a pension. Several customers note that pensions have been handled smoothly over multiple years, and one mentions that the process went through with no problems at all.

Beyond pensions, the firm has assisted with wills and life insurance, and the administration team is singled out for its support. A theme running through the feedback is the quality of the advice, described as excellent and detailed, with Rob making himself available to discuss finances whenever needed. Clients also value the customer care, which they find attentive and reliable.

The recurring theme across accounts is a combination of technical expertise, clear explanations and a personal approach that keeps people returning. Long-standing relationships are evident, with one client noting four years of continuous dealings. The team's responsiveness and the ease of arranging meetings are mentioned, as is the willingness to answer questions without pressure. For those seeking help with retirement planning, the feedback consistently points to a professional and approachable service.