About Us.
Providing personal and professional financial advice for over 25 years, we help families grow wealth now and keep it for generations to come. We know what works.
Your Trusted Partner in Financial Planning.
Welcome to Supportive Financial Planning. If tax is taxing … if money is a worry... we're here to help. We offer you a unique approach to financial and tax advice, rooted in the principle of blending knowledge, experience and a passion to care. Supportive Financial Planning provides advice on how best to improve your financial wellbeing in the most tax-efficient way. We help you understand the options available, we bring clarity and then we give peace of mind that you are supported each step of the way. You will receive advice from a chartered financial planner. You will receive advice from someone who is independent. You will receive advice from someone who cares. When you're living the dream, we're here for you; when your get-up-and-go has got up and gone, we are here for you; when your children are your future we are here for them. We have wonderful clients who have given generous testimonials and we thank them. What makes us different is our passion to help our clients improve their financial security, help them improve the financial security of their loved ones and, above all, it’s how we make them feel. Idle money holds back opportunities, and inheritance tax affects your family's wealth and security. Let’s have a conversation if your goal is simple: grow wealth, protect it, and pass it on tax-efficiently. We know what works. We look forward to helping you.
Our Team.
Clive Perks APFS CFP
Chartered Financial Planner, Director & Trainer
Clive’s father died when he was young, and he later went on to care for his elderly mother before her death a couple of years ago. Clive cares, it’s in his DNA. Clive’s dedication to the role of caring for his mother did not stand in the way of his ambition to achieve chartered financial planner status before going on to excel in providing investment and tax advice to clients and fellow professionals. Clive says, "I don’t just help clients accumulate wealth: I help them retain it across generations, so their families inherit more and lose less to tax, poor planning, or legal missteps". Clive has over 25 years of experience working with high-net-worth individuals, entrepreneurs, and multi-generational families. He uses a multi-disciplinary approach that aligns investment strategy with legal and tax planning, putting more wealth in the hands of people like you and passing down this wealth to their loved ones. Clive has an enormous capacity to listen. Learn why Clive’s clients believe in the power of good advice, from someone who cares and someone you can trust.
Marcus Perks BSc (Hons) DipPFS
Independent Financial Adviser
Marcus is Clive's son, and shares the same care and passion for helping people. In 2021, Marcus decided to read Psychology at university, which helped him to understand how people think and act. He understands how to actively listen and cares about what makes people tick. After achieving an upper first-class degree, Marcus used his knowledge and went on to become an independant financial adviser. He has been a part of Supportive Financial Planning for over a year now, and has a particular interest in the investment and inheritance tax aspects of financial advice. Marcus currently holds a Diploma in Regulated Financial Planning and is working towards further certifications and chartership, whilst helping clients work towards their goals and dreams. Call us today to understand what Marcus and Supportive Financial Planning are all about.