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It's time to put your financial future first...

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The Wealth Experts team are now operating remotely and virtually. Our number one priority is to look after our people and our clients, whilst ensuring a seamless and successful service continues uninterrupted and throughout Lockdown 2.0.

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What we do

WE are the Wealth Experts at Mitten Clarke and we help you plan for your future.

What we do

WE focus on your future

Whatever your future has in store, you deserve to live it with financial empowerment. You are unique, and so is our service. We’ll tailor everything we do around you.

The information below gives you detail on our services that will help you to put your financial future first. Book a meeting with us by calling 01782 279615 or using our online booking system.

Book a meeting

Investing for your future

Saving for the future is vital. It gives you the control over when and how you retire, and ultimately can lead to financial independence. There are a number of investment options, whether you’re wanting to save money or make your existing money work harder.

How we can help you

Investing for your future - How WE can help

Book a meeting with one of our wealth experts, call 01782 279615 or book online.

Planning for retirement

There’s never been more choice around pensions and retirement, and when and how to make the transition. Making such an important decision can be overwhelming. Planning ahead and being clear on your options means you can take control and retire your way.

How we can help you

Retirement planning - How WE can help

Book a meeting with one of our wealth experts, call 01782 279615 or book online.

Protecting you and your family

Life cover is something everyone hopes to never need to claim from, but having the right protection in place to support you and your loved ones provides security and peace of mind. 

How we can help you

Protecting you and your family - How WE can help

Book a meeting with one of our wealth experts, call 01782 279615 or book online.

Protecting your family's inheritance

You've worked hard for your wealth, so make sure you’re protecting your assets for future generations. Estate planning ensures that you have the arrangements in place to pass on your assets as efficiently as possible.

How we can help you

Estate planning - How WE can help

Book a meeting with one of our wealth experts, call 01782 279615 or book online.

Protecting your business

People are the most valuable asset in your business, so it pays to have the right protection in place for them. When faced with difficult scenarios like serious ill health or death of a key employee, having a protection policy means you can remove the worry about unexpected financial circumstances arising.

How we can help you

Protecting your business - How WE can help

Book a meeting with one of our wealth experts, call 01782 279615 or book online.

Care fees planning

No-one wants to be burden to their children, but care home fees (and the thought of losing your inheritance) can be daunting. It’s important to feel empowered and knowledgeable of your options in later life.

How we can help you

Care fees planning - How WE can help

Book a meeting with one of our wealth experts, call 01782 279615 or book online.

WE make your wealth matter

To book a meeting with one of our wealth experts, call 01782 279615 or book online

Book a meeting