About Us
Discover who we are
What makes us Unique
1.High quality advice at the best value
We offer a free initial consultation either online or face to face with one of our expert independent financial planners. To back up our free initial consultation we believe we have one of the most competitive fee structures on the market.
2.Expert research team
Our advisers are backed by a team of expert paraplanners who are constantly reviewing the most appropriate financial product and investment opportunities on the market.
3.Always looking for the next technological advancement
From July 2023 Newstead Clark will offer a brand-new portal system for all its clients.
A portal that will:
- Streamline contact between client and adviser.
- Make document transfer quick & secure.
- Make changing personal details easy.
- Allow clients to see their entire portfolio with Newstead Clark together in one place.
The Team

Robert Clark ACII Dip PFS
Managing Director & Independent Financial Adviser
rob@newsteadclark.co.uk

Ashley Dougliss Dip PFS
Independent Financial Adviser
ashley@newsteadclark.co.uk

Euan Aston BSc (Hons) Dip PFS
Independent Financial Adviser
euan@newsteadclark.co.uk

Oonagh Clarke DipPFS Cert CII (MP)
Office Manager & Senior Paraplanner oonagh@newsteadclark.co.uk

James Clark CeRER CeMAP Diploma
Independent Mortgage & Equity Release Adviser
james@newsteadclark.co.uk

Dean Lones
Trainee Independent Financial Adviser
dean@newsteadclark.co.uk

Oliver Walker
Financial Administrator
ollie@newsteadclark.co.uk

Joshua Skyte Cert CII (MP)
Independent Mortgage Adviser josh@newsteadclark.co.uk

Sandra Hall
Client Services
sandra@newsteadclark.co.uk

Jo Macpherson
Secretary
jo@newsteadclark.co.uk

Beth Somerfield BA (Hons) CeMAP
Independent Mortgage Adviser
beth@newsteadclark.co.uk

Christian Clarke
Financial Administrator
christian@newsteadclark.co.uk

Matthew Gallear
Trainee Independent Financial Adviser matt@newsteadclark.co.uk

Charlotte Bull
Financial Administrator
charlotte@newsteadclark.co.uk