About Us

A family firm.
Built on trust, driven by care.

Providing personal and professional financial advice for over 25 years, we help families grow wealth now and keep it for generations to come.

Welcome to Supportive
Financial Planning.

If tax is taxing … if money is a worry … we’re here to help.

We offer a unique approach to financial and tax advice, rooted in the principle of blending knowledge, experience, and a genuine passion to care. We help you understand the options available, we bring clarity, and then we give you the peace of mind that you are supported each step of the way.

We have wonderful clients who have given us generous testimonials, and we are deeply grateful for them. What makes us different is our passion to help our clients improve their financial security, and the security of their loved ones — but above all, it’s how we make them feel.

Idle money holds back opportunities, and Inheritance Tax affects your family’s wealth and security. Let’s have a conversation if your goal is simple: grow wealth, protect it, and pass it on tax-efficiently.

We know what works. We look forward to helping you.

You will receive advice from a Chartered Financial Planner. The highest professional qualification in financial planning.
You will receive advice from someone who is fully independent. Unbiased guidance with access to the whole of the market.
You will receive advice from someone who genuinely cares. Your family’s future matters to us as much as it does to you.

When you’re living the dream, we’re here for you. When your get-up-and-go has got up and gone, we are here for you. When your children are your future, we are here for them.

25+

Years of Experience

Over two decades helping families build, protect and pass on their wealth.

100%

Independent

Whole-of-market access means advice that serves only your best interests.

FCA

Regulated

Authorised and regulated by the Financial Conduct Authority.

Free

Initial Consultation

Start your journey with a free, dedicated conversation — no commitment required.

"We don't just help clients accumulate wealth — we help them build it across generations, so their families inherit more and lose less to tax, poor planning, or legal missteps."

— Clive Perks APFS, Chartered Financial Planner & Director

The people who will
walk beside you.

Two generations of the same family, bound by the same values, the same commitment to care, and the same belief that good financial advice changes lives.

Clive Perks APFS
Clive Perks APFS · Chartered

Clive Perks APFS

Chartered Financial Planner · Director & Trainer

Clive’s father died when he was young, and he later went on to care for his elderly mother before her death a few years ago. Clive cares. It’s in his DNA.

His dedication to caring for his mother did not stand in the way of his ambition to achieve Chartered Financial Planner status — the highest designation in the profession — before going on to excel in providing investment and tax advice to clients and fellow professionals alike.

Clive has over 25 years of experience working with high-net-worth individuals, entrepreneurs, and multi-generational families. He uses a multi-disciplinary approach that aligns investment strategy with legal and tax planning — putting more wealth in the hands of the people you love.

Clive has an enormous capacity to listen. Learn why his clients believe in the power of good advice, from someone who cares and someone you can trust.

“I don’t just help clients accumulate wealth: I help them retain it across generations, so their families inherit more and lose less to tax, poor planning, or legal missteps.”
APFSChartered Financial PlannerDirector25+ Years ExperienceInheritance Tax Specialist
Marcus Perks BSc (Hons) DipPFS
Marcus Perks BSc (Hons) DipPFS

Marcus Perks BSc (Hons) DipPFS

Independent Financial Adviser

Marcus is Clive’s son, and shares the same care and passion for helping people. The apple hasn’t fallen far from the tree.

In 2021, Marcus chose to read Psychology at university — a decision that has deeply shaped his approach to financial advice. He understands how people think, how they act under pressure, and how to actively listen to what truly matters to them. He cares about what makes people tick.

After achieving an upper first-class degree, Marcus joined Supportive Financial Planning, bringing fresh expertise to the firm. He has a particular interest in investment management and Inheritance Tax planning, and holds several specialist investment management qualifications that enable him to provide outstanding advice to high-net-worth individuals and families.

Together, Clive and Marcus bring two generations of knowledge, two perspectives, and one shared purpose — to help you and your family thrive.

BSc (Hons) PsychologyDipPFSIndependent Financial AdviserInvestment SpecialistInheritance Tax

It’s not just what we do —
it’s how we make you feel.

Many firms offer financial advice. Very few offer the combination of technical excellence, genuine independence, and heartfelt care that defines everything we do at Supportive Financial Planning.

We listen first Every plan starts by deeply understanding your situation, your fears, and what truly matters to you.

We are truly independent. We have access to the whole market and no obligation to any provider — only to you.

We are a family firm. Two generations, one shared passion for protecting the wealth you've worked a lifetime to build.

We deliver results. Proven strategies for Inheritance Tax mitigation, retirement security, and wealth growth that actually work.

25+ Years of Experience
100% Independent
FCA Regulated
Free Initial Consultation

“Let’s have a conversation if your goal is simple: grow wealth, protect it, and pass it on tax-efficiently.”

Words that mean
everything to us.

“Very thorough, clear and supportive. Thanks for your help and support over the last twelve months — so very much appreciated by all of us.”

Miss T & Mrs SClient

“Good, clear and precise advice and all questions answered. I feel very happy with Clive's advice and look forward to future co-operation.”

Mrs WClient

“Complete clarity and a real effort to empathise with our needs. Supportive Financial Planning make every effort to meet their customers' needs and provide excellent financial advice.”

Sir & LadyClient

“First class advice — I finally feel ecstatic and relieved. Thank you. The weight I'd been carrying for years simply disappeared after our first session.”

Mrs PClient

“Clive has taken a huge load off my mind — I trust him completely. I finally feel like someone truly has our family's best interests at heart.”

Mrs MClient

“Clive, you give us all the time and understanding we need. We never feel rushed. We always feel heard. Thank you from the bottom of our hearts.”

Dr & Mrs HClient
Regulated & Accredited

Supportive Financial Planning is authorised and regulated by the Financial Conduct Authority.

Accreditation 1Accreditation 2Accreditation 3

Grow your wealth.
Secure your future. Protect your legacy.

Find out what steps you can take now to protect more of your estate. A free consultation with Clive is the first step — and it could be the most important financial conversation you ever have.