Later life financial adviser

How can a later life financial adviser help you?

There are likely to be times in your life when you are unsure about what to do with your money, or decisions you have to make about your financial future. If you are approaching retirement or have already retired, it may be that you find the range of choices very daunting and would like help planning your finances.

A later life financial adviser can help you with a wide range of financial concerns, such as planning for your retirement, making the most of your money post-retirement, paying for care home fees, savings and investments.

Clive Barwell is an experienced later life financial adviser who is based in Leeds, West Yorkshire, and the advice he offers is specifically focussed upon helping people who are at pre or post-retirement.

Financial planning to help you navigate through later life

Financial planning can be confusing, regardless of hold you are! Clive Barwell helps his client navigate their way around the wide range of options available to them, keeping them on track and steering a steady course through the future.

Clive begins by working closely with his clients to find out their current financial position, listening carefully to their hopes, concerns and aspirations for the future. He then plots a long-term financial strategy, designed to take into account those unexpected financial pitfalls which can crop up when we least expect them.

Clive understands that everyone’s finances and circumstances are unique and as such he provides a wide range of financial advice services, designed to cover everything from planning for care home fees, through to making a will or getting the maximum benefit from savings and investments. Clive believes that it is very important that individuals are empowered to make the right decisions about their future; to do this they need the right information to enable them to make informed choices.

Qualified advice when you need it most

Clive Barwell has more than twenty years of experience as a later life financial advisor and is an Accredited Member of the Society of Later Life Advisors, a Fellow of the Chartered Institute for Securities & Investments, a Certified Financial Planner and a registered member of the Society of Trust & Estate Practitioners. By using Clive’s services you’ll have the reassurance of knowing that the advice you receive is qualified, reliable and trustworthy.

Clive has the expertise to provide qualified advice in relation to a wide range of financial issues and his initial consultation – whether by email, phone or face-to-face – is free of charge. Later life financial advisors such as Clive charge for their services, however professional financial advice has the potential to save you more than it costs; in terms of tax, worry or making the wrong choices.

If you would like to find out more or to arrange an initial consultation with Clive, why not get in touch with him today on 0800 074 8755?

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.