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 adviser 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.

Independent financial adviser

Clive Barwell is an independent financial adviser who specialises in providing later life advice. Clive is an Accredited Member of the Society of Later Life Advisers and prides himself on his expertise in the area of later life financial advice.

Financial planning for later life brings its own set of unique challenges and Clive will use his specialist knowledge to guide you through its complexities, providing expert guidance, information and long-term solutions to suit your personal circumstances.

Why do you need later life advice?

We are generally living longer and this has resulted in many people taking a close look at their retirement plans and whether they’ll have enough funds to finance their lifestyle. In addition, many people in later life have unfortunately been adversely affected by the recent economic downturn more than any other age group.

With this in mind, managing your finances for later life is more important now than it has ever been and Clive can help you navigate your way around the wide range of options, solutions and products which may be available to you.

Whether you need help planning for your retirement or advice on care fees planning, equity release or making a will, Clive will offer you the benefit of his expertise as a leading later life independent financial advisor.

Long term financial solutions to meet your requirements

As we head towards retirement and later life, our financial needs and priorities tend to change – often when you least expect it. Later life financial planning can seem incredibly daunting and this is why Clive has developed a specialist service, designed to help you manage your later life requirements, giving you the peace of mind to live life to the full.

Clive’s expertise covers a wide range of areas and whatever your personal concern may be, as a later life independent financial adviser he can help. From the complex and emotive issue of paying for care home fees, through to in-depth independent advice on home equity release schemes, Clive will help you plan for your future in a way that benefits you and your family.

Independent financial advice in the comfort of your own home

Clive Barwell is one of the most experienced independent financial advisers working in the field of later life advice. Although Clive became a financial adviser back in 1995, his experience of providing financial advice goes back to the 1970s when working for Lloyds Bank.

Thanks to his many years of experience in later life financial planning, Clive understands just how important it is that financial matters are explained in a way that is clear and easy to understand. Unfortunately many older people are sold financial products or given advice that they don’t fully understand but by working with Clive, you’ll have the reassurance of knowing that you are receiving straightforward advice that is tailor made towards your personal circumstances.

If you would like to find out more about how Clive Barwell can help you plan for your future and avoid financial pit falls, why not get in touch with him today? Clive can be contacted on 0800 074 8755 and his services are available to clients throughout West Yorkshire.

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