Contact Info
Drayton Old Lodge image
Clarkson Gray Financial Planning Ltd
Drayton Old Lodge
146 Drayton High Road

Phone:01603 861610

Clarkson Gray Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority and registered in England and Wales, registration number 5772820

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About Us

David Clarkson
David Clarkson
Jeremy Gray
Jeremy Gray

David Clarkson and Jeremy Gray formed the firm in 2006, with the clear intention of providing straightforward financial advice to private individuals and small businesses.

Please refer to the "Our Documents" page for a list of products we will and will not advise on.

David and Jeremy have been involved in the financial services industry for more than 25 years, during which time they have witnessed a number of changes to legislation, procedures, regulators, insurance companies etc.

Despite all of these changes our belief is that honesty, integrity and customer service remain the foundation for a successful working relationship with you.

Making use of developments in technology to improve the services on offer, however we still firmly believe that there is no substitute for face to face contact wherever possible.

When you call us you will always get through to one of the team. There are no ‘push button’ menus to navigate first!

Our administration is managed by Sandra Rush, who will probably be the first person you speak to when you call the office. Sandra has worked in the financial services industry for the past 20 years, the majority of which has been within the Financial Advice sector

Due to the constant change to regulations we made the decision, from day one, to employ our own Compliance Manager - Pat Alderson. Pat works in conjunction with our external compliance services provider and keeps us all on our toes. She assists with training, staff appraisals, regulatory reporting etc. You may well receive a feedback form from Pat if you transact any business with us, as this helps us improve the way we deal with our clients.

If you already use an IFA why not contact us, see if you prefer the way that we work? If you have never used an IFA before then let us demonstrate the benefits on offer from Clarkson Gray.