Tailored Financial Planning
Independent financial advice built around your life and goals
Taking the first step towards financial advice can feel daunting, but it doesn’t have to be. At Oury Clark, we keep things clear, personal, and practical. When you get in touch, you’re simply starting a conversation with a team that listens, understands, and works with you to build a plan that fits your life.
- Independent & client-focused – our advice is shaped by your goals, not shareholders.
- Complete expertise under one roof – tax, legal, property, and financial planning, all joined up.
- Clarity without jargon – we explain your options simply, so you feel confident.
- Trusted professionals – including advisors like Freddie Pattenden, recognised in the industry and media
Financial Planning Made Simple
Financial planning does not need to be complicated to be effective. Our independent financial advisors take the time to understand your goals, your priorities and your current position, then build a clear financial plan that helps you make informed decisions with confidence.
Our independent financial advisors provide personalised financial planning designed around your life and ambitions. Because we are independent, our advice is unbiased and focused solely on what’s right for you.
- Financial planning tailored to your goals
- Independent financial advisors for wealth planning
- Retirement and investment advice
- Tax-aware financial planning and long-term strategy
- Ongoing support as your life and finances change
Our services
We always try to keep things as simple as possible and help people out where we can.
Investment Strategy and Advice
We’ll help you build and manage an investment or pension portfolio that truly reflects your life, values, and goals. From recommending tax-efficient, diversified investments aligned with your risk appetite to ongoing reviews and tailored reporting, we adapt your strategy as your needs evolve—so you stay confident and in control, every step of the way.
- Pension Management
- Investment Management
- Investment Advice
Retirement Planning
Planning for retirement shouldn’t feel daunting. Whether you're starting a new pension, consolidating existing ones, or exploring equity release, we’ll guide you through every option—like lifetime mortgages, home reversion, drawdown, and inheritance protection—to help you create a plan that secures your finances and supports your lifestyle.
- Setting Up an Income
- Pension Consolidation
- Setting up a Pension
- Tax-Free Cash Withdrawal
Personal Tax Planning
Navigating personal taxes can be tricky, especially when planning for the future. We simplify it—whether you're drawing up a will, optimising inheritance tax reliefs, handling complex company share schemes, relocating here, or filing annual returns. With strategic, tailored support, we help ensure you're tax-efficient today and protected tomorrow.
- Inheritance Tax Planning
- Multi-Jurisdiction Tax Advice
- Non-Domiciled Tax Planning
- Annual Income Tax Returns
Property, Mortgages & Equity Release
Whether you're looking to buy, remortgage, or release cash from your home, our independent mortgage advice and property expertise help ease the process. We search the whole market, handle the paperwork, and explore equity release options—such as lifetime mortgages or hybrid plans—so you can unlock value from your property with confidence and clarity
- Real Estate Services
- Mortgage Advice
- Equity Release
- Remortgaging
Meet Freddie, your dedicated financial consultant
Financial Consultant at Oury Clark Financial Services
DipFA CertLTCP CeRER CeMAP
Freddie Pattenden is a seasoned Financial Consultant at Oury Clark Financial Services, holding qualifications including DipFA, CertLTCP, CeRER, and CeMAP. He brings strategic insight and hands-on expertise, particularly in equity release and tailored financial planning, for clients who are asset-rich but cash-poor.
Freddie featured in the FT, offering guidance on equity release options for homeowners needing financial flexibility.
Freddie featured in the FT, offering guidance on equity release options for homeowners needing financial flexibility.
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We help you invest for your family’s future
Financial planning isn’t one-size-fits-all. We take the time to understand your situation, your goals, and your challenges before designing a plan that works for you. Our role is to simplify the complex and give you clarity at every step.
We can help you with:
Personal advice, built around you
Your circumstances don't stand still. We create flexible plans that adapt as your career, family, or lifestyle evolves.
Joined-up thinking across services
Because we combine financial, tax, legal, and property expertise, you get one clear plan that covers every angle.
Clarity without the jargon
We keep things simple, cutting through complexity to help you make confident choices at every stage of life.
Support that grows with you
As your life changes, from first mortgage to retirement, we’re by your side with ongoing guidance and regular reviews.
Why Oury Clark?
Because your finances aren’t just numbers on a page, they’re the foundation for the life you want to live. At Oury Clark, we don’t believe in off-the-shelf advice. We listen, we get to know you, and we build plans that feel personal, practical, and achievable.
With everything under one roof, from financial planning to tax, legal, and property expertise, we join the dots so you don’t have to.
The result? Clear, tailored guidance from people who genuinely care about helping you make smart decisions today and secure peace of mind for tomorrow.
Chat with FreddieFounded in 1935
We’ve been providing straight talking advice ever since.
Based in Slough
Based in Slough, supporting individuals and businesses in the UK.
Privately owned
Independent and privately owned, always acting in your best interests.
Complete advice
Joined-up tax, legal, property and financial planning expertise.
We just finished a lengthy tax situation that Oury handled for us. They were amazing, as it took three months, covered a lot of financial ground but Oury was there every step of the way advising us. Our email questions/Zoom calls were helpful and timely. We were so impressed with their service we are continuing our relationship with tax reporting in the future. Thank you Emma and a special thanks to Matthew also!
Patricia Harrison, Personal Tax Client
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Oury Clark have been supporting the First AML business operations since we entered the UK market. Their guidance and assistance throughout our launch was thorough, and they continue to support our business across a variety of functions, always providing high-quality advice. Oury Clark are reliable, and we would highly recommend their team.
Oury Clark have been supporting the First AML business operations since we entered the UK market. Their guidance and assistance throughout our launch was thorough, and they continue to support our business across a variety of functions, always providing high-quality advice. Oury Clark are reliable, and we would highly recommend their team.
Oury Clark have been supporting the First AML business operations since we entered the UK market. Their guidance and assistance throughout our launch was thorough, and they continue to support our business across a variety of functions, always providing high-quality advice. Oury Clark are reliable, and we would highly recommend their team.
Oury Clark have been supporting the First AML business operations since we entered the UK market. Their guidance and assistance throughout our launch was thorough, and they continue to support our business across a variety of functions, always providing high-quality advice. Oury Clark are reliable, and we would highly recommend their team.
© Oury Clark 2025 - all rights reserved. Oury Clark is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register under reference 100556. Oury Clark Solicitors – The firm is regulated by the Solicitors Regulation Authority (SRA ID: 266280) and is separate from all the other Oury Clark businesses. Website by Itineris