Find a Trusted Financial Advisor for Tax, Retirement & Wealth Planning

Work with experienced, UK-based financial advisors who specialise in helping high-net-worth individuals structure, protect, and grow their wealth through expert financial, tax, and retirement planning. Whether you’re looking to optimise your tax position, plan for retirement, or simply want clarity over your financial future, our advisors provide tailored strategies designed around your goals—not generic solutions.

  • Personalised financial advice aligned to your long-term objectives
  • Advanced tax planning strategies to improve efficiency
  • Retirement planning built for sustainable income and security
  • Ongoing support from a dedicated financial advisor

Speak to a Financial Advisor Today

Oury Clark is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register under reference 100556.

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A More Personal Approach to Financial Advice

Choosing the right financial advisor is one of the most important decisions you can make when managing significant wealth.

At Oury Clark, we combine deep financial expertise with ahighly personalised approach. Our advisors take the time to understand yourfull financial picture—your assets, your ambitions, and your long-termplans—before recommending any strategy.

We don’t believe in one-size-fits-all financial planning. Every recommendation is built specifically for you.

Designed for Individuals with Complex Financial Needs

Our services are tailored for individuals who require more than basic financial advice.

You may benefit from working with us if you:

  • Have £100,000+ in investable assets
  • Are looking to reduce tax liabilities through structured planning
  • Need a clear and reliable retirement strategy
  • Want to consolidate and better manage multiple income streams or investments
  • Are planning for long-term wealth preservation or intergenerational transfer

If your financial situation is becoming more complex, having a dedicated financial advisor can provide clarity, confidence, and control.

Comprehensive Financial Planning Services

Financial Advice

Work with an Experienced Financial Advisor

Finding the right financial advisor can make a significant difference to your financial future.

Our advisors provide clear, strategic guidance tailored to your personal circumstances. We take into account your income, assets, risk tolerance, and long-term goals to build a plan that works for you.

Whether you’re searching for an independent financialadvisor (IFA) or simply looking to better manage your finances, we offer expert support at every stage.

Tax Planning

Tax Planning Strategies to Protect Your Wealth

Effective tax planning is essential for preserving andgrowing wealth. Our advisors work with you to identify opportunities to improve tax efficiency across your finances, helping you:

  • Reduce unnecessary tax exposure
  • Structure investments more effectively
  • Plan ahead for major financial events

Retirement Planning

Build a Retirement Plan You Can Rely On

Retirement planning is about more than saving—it’s about creating a sustainable, reliable income for the future.

We help you:

  • Understand how much you need to retire comfortably
  • Structure pensions and investments effectively
  • Plan withdrawals in a tax-efficient way
  • Ensure long-term financial security

If you’re actively searching for retirement planning advice, our advisors can help you build a clear and confident path forward.

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.

Chat with me
As seen in FT Adviser:

Freddie featured in the FT, offering guidance on equity release options for homeowners needing financial flexibility.

As seen in FT Adviser:

Freddie featured in the FT, offering guidance on equity release options for homeowners needing financial flexibility.

Looking for a Financial Advisor Near You?

If you’ve been searching for a financial advisor near you, it’s important to find someone who not only understands financial planning—but also understands your personal circumstances.

Our UK-based advisors work with clients across the country, offering tailored support that feels personal, responsive, and accessible.

Whether you need help with:

  • Financial advice
  • Tax planning
  • Retirement planning

We connect you with the right expert for your needs.

How It Works

1

Step 1: Tell Us About You

Share a few details about your financial situation and whatyou’re looking to achieve.

2

Step 2: Get Matched with an Advisor

We connect you with a financial advisor best suited to your needs and goals.

3

Step 3: Receive Tailored Advice

Your advisor will provide clear, actionable recommendations designed around your financial future.

What does a financial advisor do?
How do I find the right financial advisor?
Do I need tax planning advice?
Can you help with retirement planning?
Is this service suitable for high-net-worth individuals?

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.

Simon Luke

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.

Simon Luke

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.

Simon Luke

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.

Simon Luke

© 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