CLARK SHAW ASSOCIATES LIMITED

What CLARK SHAW ASSOCIATES LIMITED does

Clark Shaw Associates Limited is a UK-based whole-of-market mortgage and protection advisory firm founded in 2023 by Justin Clark and headquartered at The Keep, Creech Castle, Taunton, Somerset. The firm operates as an Appointed Representative of The Right Mortgage Ltd (FCA No. 1002699), enabling it to provide regulated mortgage and protection advice under the network principal's regulatory umbrella. Its operating team consists of two named founders: Justin Clark as Founder & Director and Anna Clark as Co-Founder & Director of Operations.

The firm's product set covers five mortgage advisory verticals — First Time Buyer, Re-Mortgage, Home Mover, Buy To Let, and Self-Employed Mortgage Advice — alongside four protection lines: Life Insurance, Critical Illness Cover, Income Protection, and Business Protection. Services are delivered through multiple consultation channels including face-to-face appointments at the Somerset office, two UK phone lines (Taunton 01823 428180 and London 020 3861 4222), Zoom video calls, and email. The firm markets "exclusive rates not available to all advisors" sourced from its whole-of-market broker position, with case turnaround of "less than 3 days" cited in client testimonials.

The business model combines case-by-case advisory fees (amount agreed post-consultation) with lender and insurance provider commissions typical of UK whole-of-market brokers. Customer segments are exclusively individual consumers and small-scale property investors, segmented across first-time buyers, re-mortgagors, home movers, buy-to-let investors, self-employed professionals, and protection seekers. Geographic scope is England-only with no international footprint claimed. Marketing relies on the firm's website (clarkshawassociates.co.uk), phone-based acquisition, and word-of-mouth referrals, with brand reputation evidenced by 43 Google-verified Trustindex reviews rated "EXCELLENT."

Name

CLARK SHAW ASSOCIATES LIMITED

Legal name

Clark Shaw Associates Limited

Website

https://clarkshawassociates.co.uk

Company type

Private

Founded year

2023

Operating status

Operating

Short description

Clark Shaw Associates Limited is a UK whole-of-market mortgage and protection advisory firm founded in 2023, serving individual consumers and small-scale property investors across first-time buyer, re-mortgage, home mover, buy-to-let, and self-employed segments via multi-channel consultations from its Taunton headquarters.

Ownership category

akta.pro rank

Product category

Mortgage & Protection Advisory Services

NAICS

Mortgage and Nonmortgage Loan Brokers (522310)

SIC

Loan Brokers (6163)

akta.pro primary industry

Retail Residential Mortgage Brokers (Purchase & Refinance) (FSALABAA)

Keywords

• Mortgage advisory services
• Protection insurance advice
• Whole-of-market broker
• First time buyer mortgages
• Buy-to-let advisory

Headquarters

HQ city

Taunton

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Others

Revenue model

1. Mortgage Advisory Fees: The company charges fees for mortgage advice services. The precise amount depends on individual circumstances and is agreed following the initial meeting. The firm also receives commission from lenders and insurance providers whose products they recommend, as they operate as whole-of-market brokers.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

Clark Shaw Associates is a whole-of-market mortgage and protection advisory firm that searches across a wide range of UK lenders to source the most suitable mortgage and insurance products for individual clients. The firm provides bespoke mortgage advice covering first-time buyers, re-mortgages, home movers, buy-to-let investors, and self-employed applicants, alongside protection insurance advisory covering life insurance, critical illness cover, income protection, and business protection. Services are delivered through face-to-face, phone, Zoom, and email consultation channels, with continuous client support from initial enquiry through to completion.

Product overview

Clark Shaw Associates is a whole-of-market mortgage and protection advisory firm offering a unified suite of services. The core offering comprises mortgage advisory products (First Time Buyer, Re-Mortgage, Home Mover, Buy To Let, and Self-Employed Mortgage Advice) paired with protection insurance products (Life Insurance, Critical Illness Cover, Income Protection, and Business Protection). Services are delivered through a bespoke, tailored approach via multiple consultation channels including email, Zoom calls, telephone, and face-to-face appointments. The firm searches across a wide range of lenders to provide exclusive rates and the most suitable products for individual client circumstances.

Differentiator

Problem solved

Functional benefit

Products and services

• First Time Buyer Mortgage Advice Bespoke mortgage advisory services for first-time homebuyers, providing guidance on mortgage options, lending criteria, government incentive schemes, credit score improvement, and access to exclusive rates not available to all advisors.
• Re-Mortgage Advice Advisory services to help clients secure better mortgage deals at renewal, searching across a wide range of lenders to find the most suitable product for the client's circumstances.
• Home Mover Mortgage Advice Mortgage advisory services for clients upgrading or downsizing their homes, covering all aspects of the home-moving process including timing and product selection.
• Buy To Let Mortgage Advice Mortgage advisory services for buy-to-let property investors, from first rental property to extensive portfolios, accessing market-wide rates and lender-specific criteria.
• Self-Employed Mortgage Advice Specialised mortgage advisory services for sole traders, freelancers, contractors, limited companies, and LLP partnerships, with tailored documentation requirements verification for non-PAYE income.
• Life Insurance Life insurance advisory covering Whole of Life, Level Term, and Decreasing Life Insurance policies to provide financial protection for loved ones.
• Critical Illness Cover Insurance advisory providing financial security in the event of serious illness such as cancer.
• Income Protection Insurance advisory for individuals who do not receive sick pay from work, providing income replacement during illness or injury.
• Business Protection Insurance advisory to protect businesses from financial loss due to death or critical illness of key personnel.

Quantifiable outcome

• Mortgage application to offer in less than 3 days reported for some clients

Named customers4 records

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• The Right Mortgage LtdcoreChannel Partner/ Reseller/ DistributorClark Shaw Associates Limited is an Appointed Representative of The Right Mortgage Ltd, which is authorised and regulated by the Financial Conduct Authority. This network relationship enables the firm to operate as a mortgage and protection broker while benefiting from regulatory oversight and institutional support.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Emerging players

• Tembo Money: UK digital mortgage broker with a focus on helping customers borrow more or buy sooner. Comparable on the whole-of-market advisory intermediation role, including specialist and lifestyle segments overlapping with Clark Shaw's BTL and home mover lines.
• Habito: UK online/digital mortgage broker offering whole-of-market advice via technology-led platform. Comparable on the advisory intermediation role but competes via a digital delivery model rather than face-to-face consultation.
• Better.co.uk: UK online mortgage broker with a digital-first, fee-free proposition for residential and buy-to-let customers. Comparable on the mortgage intermediary model but contrasts on digital-first delivery versus Clark Shaw's omnichannel advisory approach.
• Coreco: UK mortgage broker specializing in self-employed, contractor, and professional borrower segments. Directly comparable to Clark Shaw's self-employed mortgage product line and niche targeting.
• Haysto: UK specialist mortgage broker for self-employed, complex income, and adverse credit borrowers. Highly comparable on the niche segments Clark Shaw targets and on the self-employed specialization.

Direct peers

• Alexander Hall: London-based specialist mortgage broker with emphasis on complex and self-employed cases. Comparable on consultative advisory model, segment specialization, and whole-of-market access.
• Mortgage Advice Bureau: National UK mortgage broker network offering whole-of-market advice across residential and buy-to-let products. Comparable on broker model, FCA-regulated appointed representative structure, and customer-facing advisory motion.
• London & Country Mortgages: UK's largest fee-free whole-of-market mortgage broker offering residential and buy-to-let advice across England. Highly comparable to Clark Shaw on product breadth, broker model, and target customer segments (first-time buyers, movers, remortgages, BTL).
• John Charcol: Specialist UK mortgage broker focused on complex cases, self-employed borrowers, and adverse credit. Closely comparable to Clark Shaw's self-employed and BTL advisory positioning within the intermediary channel.

Broad incumbents

• Skipton Building Society: Large UK mutual building society offering residential, buy-to-let, and savings products directly to consumers. Comparable as a broad incumbent offering overlapping mortgage products across the same customer segments, including first-time buyers and BTL investors.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CLARK SHAW ASSOCIATES LIMITED