Clive Barwell - Independent Financial Advice

Independent financial advice for older people and their families

What does it do?

I provide independent financial advice to older people and their families.

I do this in whichever way suits my client - in their home, at my office or by telephone.

My particular specialisms are:
  • Paying for care
  • Inheritance tax planning
  • Pensions
  • Savings and investments
  • Financial Advice for Disabled Adults & Parents of Children with Disabilities

Who it is for?

Older people and their families.

Where it is available?

Local service serving within 25km of LS277AG.

What it costs:

I charge a fee for my services, and will provide a quotation before starting any chargeable work.

How to access or apply for it:

Please phone or email me, as above.

Additional information:

A bit more about me

I started in financial services with the Lloyds Bank Group in 1971 in their Executor & Trustee Department. I left the Bank by way of redundancy in 1995 by which time I was Yorkshire Regional Manager for Lloyds Private Banking.

I have been an Independent Financial Adviser since 1995 and, throughout my long career, have specialised in later life advice.

My membership of SOLLA, the Society of Later Life Advisers, means that I am accredited by the Society and bound by its Code of Best Practice.

Qualifications

Certificate in Financial Planning (FPC)

CII ER1

CF8

Trust & Estate Practitioner

Fellow of the Chartered Institute for Securities & Investments

Certified Financial Planner


Classification(s):

Info last updated:

10/08/2017
Provider
Wren Sterling Financial Planning Limited, 31 Ashwood Drive, Leeds, LS27 7AG