Clear Advice for Life's Important Decisions across Teesside
Helping you plan for later life, protect your assets and look after your family’s future.
(Accredited Member of the Society of Later Life Advisers)
Financial Planning
Look at your overall financial position and make a plan that supports the life you want now and in the future.
Wills
Make sure your wishes are clearly set out and your estate is dealt with as you intend.
Probate
Help and guidance with the financial and practical matters that need to be dealt with after someone dies.
Clive Barwell, Teesside’s Later Life Advice Specialist
After more than five decades in regulated financial services, I’m beginning a new chapter. This website brings together the knowledge, experience, and insight I’ve gained since 1971, making it accessible to clients, families, and fellow professionals who need practical, trustworthy guidance at some of life’s most important moments.
Qualifications You Can Rely On
I remain a fully regulated Independent Financial Adviser and have been accredited by the Society of Later Life Advisers (SOLLA) since 2010. I am a Registered Trust & Estate Practitioner and I also hold both Certified and Chartered status with the Chartered Institute for Securities & Investments — professional standards that reflect my long-standing commitment to doing things properly.
Qualifications You Can Rely On
I provide specialist support in the following areas:
- Probate
- Wills
- Trusts
- Lasting Powers of Attorney
- Estate Planning
- Financial Planning
- Care Fees Advice
Each section of this site includes guides, explanations, and resources to help you understand your options before you make any decisions. Here are links to my Terms of Business and Privacy Notice.
Straightforward, Fairly-Priced Advice
I’m not offering a charitable service — but I do charge fees that realistically reflect the work involved, and I follow the STEP (Society of Trust & Estate Practitioners) Code of Professional Conduct. You’ll know exactly what you’re paying for and why.
Downloadable Guides
Contact Me
Your initial consultation is at your convenience, at my expense, and without obligation. Consultations will generally be conducted online via Microsoft Teams or Zoom. After a preliminary conversation, if you live in or near Teesside, I can provide an at-home service if you prefer.