Financial Adviser Trowbridge

Call: 01380 870609

Independent Financial Advice
Personal Financial Planning
Employee Welfare Schemes
Corporate Protection

Contact Information
The Stables
Springfield House , Steeple Ashton
Steeple Ashton
Trowbridge
Wiltshire
BA14 6DE

Tel: 01380 870609

Email

Reasons Why you may wish to consider entrusting your financial affairs to us: -

Unique:

Service:

Professional:

All advice from your Financial Adviser Trowbridge is personally attended to by the Principal, Roy Clarke, an adviser for over 30 years, during which time the following qualifications have been achieved, ACII, APFS, CHARTERED INSURANCE PRACTITIONER.

Having initially worked for some years in the City of London, then establishing one of the leading provincial financial services and insurance broking businesses in the West Country, as both Group Chairman and Managing Director (Financial Services), Roy then embarked on a third and final career by setting up a personal and confidential financial service under his Company, Rowlinson Clarke Private Clients Limited.

Roy acquired his first qualification, initially as an Associate, by examination, of the Chartered Insurance Institute (1974), election to the status of Chartered Insurance Practitioner (1995) and by further examination as an Associate of the Personal Finance Society (2005). Continuous Professional Development continues unabated.

Our Clients range from large Corporates to small, often family owned businesses, and all manner of personal clients where we attend to all financial needs, referees can always be provided. We are West Wiltshire based and regularly cover Devizes and Warminster but our Clients are located throughout the UK and abroad.

All initial consultations with your Financial Adviser Trowbridge are entirely free and without obligation.

Rowlinson Clarke Private Clients Limited is an appointed representative of Sesame Ltd which is authorised and regulated by the Financial Services Authority

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I have read, understood and agree to the Data Protection Declaration: Yes No
I agree to further contact as described in Our Future Relationship Yes No

Data Protection Declaration

Rowlinson Clarke Private Clients Ltd will process all information in accordance with the Data Protection Act 1998 and it will be treated as private and confidental now and in the future. The only exceptions to this will be when the law requires us to disclose information or, with your consent, where disclosure is necessary when arranging or servicing your mortgage or protection contracts.

To fulfill our regulatory obligations, we will retain copies of your records for no longer than is necessary or for duration of any contract you may enter into. You have the right to inspect these records at any time.

Our Future Relationship

Our ongoing business relationship with you is important and we would like to be able to contact you by telephone, post or email from time to time to review your mortgage and associated protection product arrangements and introduce other services that may be of interest to you from ourselves or our associated companies.
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	I have read, understood and agree to the Data Protection Declaration: Yes No I agree to further contact as described in Our Future Relationship Yes No Data Protection Declaration Rowlinson Clarke Private Clients Ltd will process all information in accordance with the Data Protection Act 1998 and it will be treated as private and confidental now and in the future. The only exceptions to this will be when the law requires us to disclose information or, with your consent, where disclosure is necessary when arranging or servicing your mortgage or protection contracts. To fulfill our regulatory obligations, we will retain copies of your records for no longer than is necessary or for duration of any contract you may enter into. You have the right to inspect these records at any time. Our Future Relationship Our ongoing business relationship with you is important and we would like to be able to contact you by telephone, post or email from time to time to review your mortgage and associated protection product arrangements and introduce other services that may be of interest to you from ourselves or our associated companies. Close information