Generic financial planning advice is not regulated by the Financial Conduct Authority. The views expressed on this site are those of Clive Barwell personally and do not reflect the view of any company or organisation with which he is associated. Also, nothing in this site is intended to be, nor should be construed as being, […]
No, whilst a thorough working knowledge of all personal tax rules and regulations is an essential part of my role, neither I nor Wren Sterling, will prepare a Self Assessment Tax Return or give detailed tax advice. Such work will be outsourced to a suitably qualified professional. I am happy to work with existing Accountants […]
Yes, in addition to being a salaried employee of Wren Sterling, I am also a representative of Private Client Online. I am a registered Trust & Estate Practitioner with experience in Wills and Trust dating back to 1971. As with all my services, it is home-based, I take my Client’s instructions, Private Client Online prepares the documents and I […]
No, I am a highly experienced financial planner and am able to advise people in all walks of life on every aspect of their financial affairs. However, my areas of expertise are more suited to people who are at or post-retirement, so this is sector I focus on. Generally, I only take on Clients under […]
Since 31 December 2012 all independent financial advisers have been required by the Regulator to charge fees for their advice rather than receiving commission from product providers (other than mortgages and life assurance). An initial consultation and a subsequent discussion document are at the expense of Wren Sterling. If, thereafter, regulated financial advice is required, […]
Wren Sterling describe themselves in the following terms: “Wren Sterling is a forward-thinking and confident UK-wide independent financial advisory business, founded in 2007. We navigate our clients through often complex markets that change frequently, by taking the time to understand their unique situation and advise from a completely independent standpoint.In the personal finance market, Wren […]
This site only intends to provide generic information on financial issues relevant to people in the post-retirement sector. If you want specific financial advice, I will respond to your request in my capacity as a salaried Adviser with Wren Sterling Financial Planning Limited (Wren Sterling). Wren Sterling is a national independent financial adviser, authorised and regulated […]
The subject of Care Fees is both emotive and complex. Clive Barwell blogs to shed some light on this topic.
Clive Barwell blogs to explore the financial options facing people in the lead up to and during retirement.
Inheritance Tax is payable by different people in different circumstances. Here is advice on the subject.
Generic financial planning advice is not regulated by the Financial Conduct Authority. The views expressed on this site are those of Clive Barwell personally and do not reflect the view of any company or organisation with which he is associated. Also, nothing in this site is intended to be, nor should be construed as being, advice to follow or desist from following a particular course of financial action. It is strongly recommended that professional financial advice is sought before embarking on any such course of action. Any request for regulated financial advice received through this site will be exclusively referred to Wren Sterling. Wren Sterling is a trading name of Wren Sterling Financial Planning Limited,, which is authorised and regulated by the Financial Conduct Authority. The Financial Services Register number is 665653. Registered office: 13-19 Derby Road, Nottingham NG1 5AA. Registered in England No. 09157918.
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0800 074 8755info@clivebarwell.co.uk