Clive Barwell TEP FCSI CFP

Clive Barwell
TEP CFP Chartered FCSI

Accredited Member of the Society of Later Life Advisers

Call me for a chat on
0800 074 8755

Clive Barwell is an independent financial advisor in Leeds who helps people in later life feel more in control of their current and future financial well-being.

As one of the most experienced and qualified financial planners in the later life market today, Clive has chosen to specialise in advice and guidance for those at retirement and beyond. Whatever your particular financial concern may be, Clive can help.

Financial adviser

Clive Barwell is a financial adviser who specialises in providing later life advice and whether you are approaching retirement or have already retired; he understands your financial needs and concerns. It is more important than ever before to find a financial adviser who is not only well-qualified but is also someone you feel you can rely upon to understand the plans you want to make for your retirement and beyond.

Later life financial planning can be very complex and because of the many decisions you might need to make when looking at issues such as pensions, investments and care funding; professional advice is of paramount importance.

Helping clients plan for their retirement and beyond is something that Clive takes very seriously and he is an Accredited Member of the Society of Later Life Advisers and one of the most experienced, qualified financial planners working in the area of later life.

Financial Adviser Services

As you approach the later years your financial circumstances will change, retirement is on the horizon and you’ll be looking forward to enjoying life and spending time doing all those things you didn’t have time to do when you were working.

Unfortunately things aren’t always so simple and the reality is that planning for later life can bring its own set of challenges. In order to address the challenges of later life planning, Clive Barwell offers a range of financial advice services, designed to help the unique requirements of each of his clients.

Clive is a specialist later life financial adviser whose expertise is available for help with:

  • Care fees planning
  • Equity release
  • Inheritance tax
  • Investment
  • Retirement
  • Wills, trusts and lasting powers of attorney

Regardless of whether you struggle to understand financial matters in general, or are worried about the paying for your care in the future, Clive can help. Clive’s unique approach is similar to that of a navigation system and once he’s taken a close look at where you are with your current finances, he’ll talk through your hopes and worries for the future, before plotting a route to financial security and peace of mind.

Once Clive has established a route you agree on, he’ll continue to work closely with you; keeping you on track and helping you avoid any tricky pitfalls which can arise along the way.

Contact Clive today

Rather than worrying about your financial future, why not contact Clive today to find out more about he can help give you peace of mind, leaving you free to enjoy life to the full? The sooner you get in touch the sooner Clive can begin to map out a route to financial security and help you avoid financial obstacles.

Clive can be contacted on 0800 074 8755 and by obtaining advice from one of the most experienced later life financial advisors in the market today, you’ll have reassurance of knowing your finances are in qualified and reliable hands.

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.

Accredited SOLLA Advsior