Reviews
Clive recently helped me through a difficult period involving unforeseen challenges to my late partner’s trust and estate. Previously he had for many years been financial planner and adviser to us both. He helped me with my Will and accompanying letter of wishes and drew up our Powers of Attorney. Clive has a wealth of knowledge and experience. His approach is one of professionalism and empathy. He never fails to go the extra mile. Highly recommended.
Although I regretted the circumstances, I was pleased to have been of service to Janet.
Thanks to Clive l got my affairs sorted very quickly I would recommend Clive to my friends and family
Although I regretted the circumstances - the recent death of Helen's husband - I was pleased to assist with the Probate formalities to release the funds on his bank account.
Let’s talk
If you think I may be able to help with any financial matter, you’re welcome to contact me by phone, WhatsApp, email, or through the online enquiry form. The phone and WhatsApp links only work fully if you’re viewing the site on your mobile phone.
Your initial consultation is at my expense, your convenience, 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.