Clive Barwell is a Registered Trust & Estate Practitioner and an independent financial adviser in Leeds who helps people in later life feel more in control of their current and future financial well-being.
As one of the most experienced and qualified financial planners in the later life market today, Clive has chosen to specialise in advice and guidance for those at retirement and beyond. Whatever your particular financial concern may be, Clive can help.
By acting as your financial planning navigation system. With a new Client, Clive works out where you are today from a financial point of view, he then listen carefully to your hopes and concerns for the future, which enables him to plot a financial route. Having established an agreed route, Clive then stays with you to keep you on course and help you avoid the financial obstacles life can throw-up.
Many of Clive’s clients say that they wished they had met him sooner as they would have avoided more of those obstacles in the past.
Contact Clive today to find out how he can help give you financial peace of mind.
Clive is an accredited member of the Society of Later Life Advisers and adheres to their strict code of ethical conduct at all times which is especially important as he often deals with potentially vulnerable elderly people. Clive also has a current DBS (Disclosure & Barring Service) check for working with adults (and children).
To ask Clive a question, please email him or you can follow Clive on Twitter
info@clivebarwell.co.uk