“Sound Advice Today - Security for Tomorrow”
Lakin Clark Financial Planning Ltd was originally formed to offer expert independent advice to our Lakin Clark accountancy clients. Since then our client base has grown, along with our reputation. Our small and friendly team comprises:
Chris Jarrett FCA Cert PFS - Managing Director
Email: cjj@lcfp.co.uk
Chris trained in London with MacIntyre Hudson and qualified as a Chartered Accountant in 1974. He has been a partner in general practice since 1978 and was a founder member of Lakin Clark.
Having taken the financial planning certificate examinations, Chris qualified in 2001 as a member of the Society of Financial Advisers, which subsequently became known as The Personal Finance Society in 2005. Chris also holds the Advanced Diploma in Taxation and Trusts (G10 CII) and is authorised by the Financial Services Authority to provide investment advice.
In March 2010 he moved full time into the Financial Planning practice, to concentrate on clients' investment, pension and life cover needs.
Samantha Austin
Email: sja@lcfp.co.uk
Sam has worked alongside Chris at Lakin Clark Chartered Accountants since 1999 and was instrumental in helping him to establish Lakin Clark Financial Planning Ltd in 2002.
She has 10 years experience in the financial planning industry and deals with investment research and contract administration.
Sam holds the following CII qualifications:-
- CF1 "UK Financial Services, Regulations and Ethics"
- FA2 "Pensions Administration"
- Level 3 "Certificate in Financial Administration (Pensions)"
Sarah Brain
Email: srb@lcfp.co.uk
Sarah joined the company in 2007 to assist Sam with administration and research.
Sarah holds the following CII qualifications:-
- CF1 "UK Financial Services, Regulations and Ethics"
- FA2 "Pensions Administration"
- Level 3 "Certificate in Financial Administration (Pensions)"
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