About Us

Your financial success is our top priority.
About Us

Discover who we are

At Newstead Clark, we’re an independent financial advisory firm with over 15 years of experience and expertise. We believe that professional financial advice should be accessible to everyone, so we’re committed to providing our clients with the best possible service at an affordable cost. Our team of expert independent financial planners will offer you personalised advice that’s tailored to your individual circumstances and financial goals. We take pride in building long-lasting relationships with our clients, based on trust, integrity, and transparency. Whether you’re an individual looking to secure your financial future or a business seeking to grow and thrive, we have the expertise to help you achieve success. Our goal is to help you achieve your financial goals, whatever they may be. So, if you’re ready to take control of your financial future, contact us today to schedule a consultation and discover how we can help you achieve financial success.
Robert Clar Quote
Expert Team

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

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

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

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

Matthew Gallear

Trainee Independent Financial Adviser matt@newsteadclark.co.uk

Charlotte Bull

Financial Administrator
charlotte@newsteadclark.co.uk

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