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 the age of 50 if they are family members of existing Clients, or their needs are aligned to my skills.
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