Mark Clinton
Mark Clinton, Chartered Financial Planner, Fellow of the Personal Finance Society and Pension Transfer Specialist
Tel. 01202 821232
I am a Chartered Financial Planner and Pension Transfer Specialist at Clinton Kennard Associates and am also a Fellow of the Personal Finance Society, an accolade reserved for only the most qualified members of our profession.

I have been providing personalised financial planning advice to my clients for over 25 years and now choose to specialise in providing pension transfer advice, particularly for defined benefit pension schemes as well as providing advice on other pension and investment solutions.

I believe the key to providing the best advice is to have the highest possible levels of qualifications, experience and professionalism. Having dedicated many years of my life to providing financial planning advice I am delighted to have received the ‘Highest Achiever in the Advanced Diploma’ award from the Personal Finance Society, which recognised me for achieving the highest grades in the UK when completing my Chartered exams and also the ‘Professional Adviser of the Year’ award from Quilter Financial Planning, which was in recognition of my commitment to adhering to the highest professional standards in the work with my clients. I also appeared in The Times in April 2021 in their annual list of the top rated UK Financial Advisers, this list is based on genuine client reviews.

When I am not at work I enjoy spending time with my wife and daughter and I also enjoy playing squash and golf.
Tom McConnell
Tom McConnell , Chartered Financial Planner and Pension Transfer Specialist
Tel. 01202 821232
I am a Chartered Financial Planner at Clinton Kennard Associates and I joined the team in April 2018. I joined Clinton Kennard Associates after working for several years for one of the UKs leading insurance companies and was keen to make the move from working for a provider of financial solutions to providing advice on them.

I chose to join Clinton Kennard Associates because of their strong reputation in financial services and their status as a Chartered practice. I truly believe in being able to offer the highest quality of advice.

In my spare time I enjoy live music, playing and watching football and going to the gym.

Adam Hally
Adam Hally, Financial Planner
Tel. 01202 821232
I am a Financial Planner who along with Mark, founded the company in 2007. I previously worked for a large UK bank in a busy customer services management role. For recent years, I have been busy working on customer service improvements and providing technical support to the advisers and customers.
I specialise in providing advice to clients who have pension and investment needs along with clients who are looking to protect their families from the effects of illness or death

I am passionate about Financial Advice and firmly believe in putting the client at the heart of everything I do, it’s critical to understand what matters most to my clients and tailoring my advice to those needs.

In my spare time I enjoy spending time with my young family, going on days out and going to watch my local football team, Southampton.

Reviews and Ratings for Financial adviser Mark Clinton, Bournemouth

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Mark Clinton - Director Clinton Kennard