Services for individuals
Investment Strategy & Advice
Grow it. Protect it. Pass it on.
We help you invest for your own future and your family's. No jargon, no product pushing, no reacting to whatever the markets did last week. Just a clear plan and someone who keeps an eye on it.
The do-it-yourself books trap
Managing it yourself feels free. It usually isn't. The bill just arrives somewhere else.
Your evenings
SPENT RESEARCHING, NOT LIVING
Comparing funds, checking platforms, second-guessing last month's decision. Every hour spent worrying about your portfolio is an hour you don't get back.
£20,000
OF ISA ALLOWANCE, GONE EVERY APRIL
Your ISA allowance resets each tax year and unused allowance doesn't carry over. Miss it and it's gone for good.
Tax overpaid
RELIEFS NOBODY CLAIMS FOR YOU
Higher-rate pension relief, spousal allowances, capital gains timing. Nobody sends you a reminder. Without a plan these quietly go unclaimed, year after year.
"If you're picking funds in the evenings and hoping for the best, you're not saving on fees. You're paying for it in risk."
What you get with Oury Clark investment advice
From your first pension to a portfolio built for the next generation, we work as your financial advisers and stay involved for the long run. Advice that fits your life, your risk appetite and your tax position, delivered without the corporate ego.
Other Investment Strategy & Advice services
Your money doesn't sit in neat boxes, so neither do we. Start with investments and the rest of the picture joins up behind it.
Retirement Planning
UK Personal Tax Planning
Estate Planning and Asset Protection
Life Insurance, Health Cover and Income Protection
Property, Mortgages and Equity Release
How it works
1
Tell us about your life
Where you are now, what you own, what you owe and what you're actually saving for. No jargon required, and no spreadsheet homework before the first conversation.
2
We build your plan
A portfolio and pension strategy shaped around your goals, your risk appetite, your ethics and your tax position. We explain every recommendation in plain English before anything is signed.
3
We keep it on track
Regular reviews, clear reporting and adjustments as your life changes. You get on with living. We watch the detail.
90
Years of joined-up thinking
Established 1935. Accountants, lawyers and advisors under one roof, serving clients in 70+ countries — and families around the corner.
Built around your stage of life
- People starting out who want their first pension and ISA set up properly
- Families investing for children, grandchildren and school fees
- Anyone approaching retirement who needs an income plan, not just a pot
- Business owners who've had a liquidity event and need a home for the proceeds
Afterworking with
Oury Clark for several years
I can safely say it has transformed
the way we do business and
moving forward we couldn’t be
without them.
Name | Company 2025
Afterworking with
Oury Clark for several years
I can safely say it has transformed
the way we do business and
moving forward we couldn’t be
without them.
Name | Company 2025
Afterworking with
Oury Clark for several years
I can safely say it has transformed
the way we do business and
moving forward we couldn’t be
without them.
Name | Company 2025
The Honest Truth (FAQ)
Your move
Get a grip on your investments.
Book your free portfolio review and we'll send you our Guide to Responsible Investing, free.
Related Quick Guides
Let us introduce Ourselves
To find your nearest office or get in touch with one of our specialist advisors to see how we can help your business, please go to our contact page.
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