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Jack Clarke

Financial Adviser DipPFS in Leicestershire

A little bit about Jack

I help professionals and their families to achieve their financial goals by providing clarity, support and guidance. I aim to create a strong financial foundation for my clients by combining my simple, jargon-free approach with the strong track record of Quilter Financial Advisers Ltd who are part of Quilter, an award-winning FTSE 250 company.

With my background in the legal, financial and insurance sectors, I can provide holistic and tailored financial advice about investments, pensions, protection and estate planning. 

Have you worked hard for your money and want to make sure that your money works just as hard for you? If so, please get in touch to arrange a free, no-obligation call to discuss how I can help you.  

Find out more about me below.

Start the conversation

Whether you want to think about a gifting plan to help your family, or want to ask me about something else, I’m happy to help.
Contact me today

An adviser’s insight

Gifts that give back

Graphic of people exchanging gifts

December is often seen as the gifting season. But alongside the usual socks and chocolate gold coins, it might be worth planning a slightly bigger, longer-term present for your loved ones this year.

Inheritance tax (IHT) is notoriously complicated and can hit people with a big bill if it isn’t managed properly. It isn’t reserved for the very wealthy either. Dealing with IHT is a reality that many more families face after a loved one has passed - in what is usually an extremely vulnerable moment.

This is where using your gifting allowances can make a real impact on those around you. It’s a great way to share your wealth with the people you love while limiting their exposure to IHT. It does take a little bit of extra planning though.

Sitting down with an adviser like me can help you figure out where you want your money to go, and when. For instance, it might be more helpful to gift a family member a contribution towards their first home now, rather than leaving them a legacy.

Whatever you decide is best, we’ll find the most tax efficient way to do it.

Get in touch to find out more.

*Estate Planning and Inheritance Tax Planning are not regulated by the Financial Conduct Authority.

Autumn Budget

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Services

Business Services & Protection

Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Qualifications

Diploma in Regulated Financial Planning

  • The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.

More about me

Before becoming a financial adviser, I studied and worked in law - an experience which continues to shape the way that I work with my clients today. By combining my jargon-free approach to advice with my dual background in law and finance, I aim to give you the clarity and confidence you need to make important financial decisions for you and your family.

When I’m not working with clients, you’ll likely find me out on the golf course (often in a bunker) or enjoying a cappuccino at a National Trust spot. I also enjoy keeping active by weightlifting, running and hiking. Back in 2024, I completed a 26-mile mountain hike in the Peak District in support of Miracles to Believe In - a Leicestershire-based charity which supports young people with autism.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 06 November 2025.