IFA Leeds

To get the most out of your retirement and enjoy later life, tailor made independent financial advice and sensible money management can make all the difference. Specialist later life financial planning can help to give you the freedom to put concerns over money to one side, allowing you to get on with living your life to the full.

Clive Barwell is a dedicated later life IFA in Leeds who has the expertise to provide advice on everything from care fees planning and making a will, through to equity release, savings, investments and more. Clive believes in taking time to understand the priorities of his clients and will develop a tailor made plan, specially created to suit your individual circumstances and support your goals.

Why later life financial planning?

Thanks to advances in medical care and our healthier lifestyles, we’re living longer. This means we all need to think carefully about the financial implications, such as care home costs and lifestyle funding, which can arise when we live longer after retirement.

Of course no one can predict what the future will hold but provided you have the right financial advice, it is possible feel secure about your financial future and enjoy later life to the full. Setting up and then managing a plan that makes the most of your existing finances will give you the peace of mind that comes with knowing that your finances are protected for the future.

With this in mind planning head is vital and by working with a later life IFA in Leeds such as Clive Barwell, you’ll have the understanding, insight and financial guidance you need to help you make the right decisions – decisions that will have the most positive outcomes for you and your family.

Later life IFA in Leeds

Clive is an Accredited Member of the Society of Later Life Advisors and is one of the most experienced independent financial experts currently working in later life planning. Clive became an independent financial advisor in 1995 and has been in his current role since 2011.

Clive’s broad range of expertise covers everything from inheritance tax and investments, through to planning for retirement or care fees. Although Clive is based in Leeds, his services are available to clients throughout West Yorkshire and if you would like to find out more about his services, why not get in touch with him on 0800 074 8755?

Financial planning services dedicated to later life

Clive prides himself on providing clear, concise independent financial advice for those in later life and their families. He will use his expertise to create a bespoke financial route for the future, helping to support your goals and live your life as you want to.

So rather than trying to get to grips with financial matters alone, or worrying about the future cost of your care, why not let Clive put you back on track and help you get the most out of your retirement and live life to the full again?

The initial consultation process is at our expense, but fees are charged for the preparation of legal documents, financial advice, etc and full terms of business will be disclosed in writing prior to undertaking any chargeable work.