Clive Barwell TEP FCSI CFP

Clive Barwell
TEP CFP Chartered FCSI

Accredited Member of the Society of Later Life Advisers

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0800 074 8755


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Clive is a financial planning satellite navigation system for those at or post-retirement. Like a sat nav, Clive works out where his Clients are today financially, he listens very carefully to what their hopes and concerns are for the future, he then plots a course and, most importantly, stays with the Client on their journey to keep them on track and help them avoid the financial obstacles life presents.

This website is no substitute for a personal consultation, because everyone’s circumstances are different. We’ve created this website to empower individuals who are making decisions about later life financial planning and give them the information they need to make an informed choice.

Like Solicitors and Accountants, Financial Planners charge fees for their services, but the initial consultation by video (Teams), email, telephone or even face-to-face is at your convenience and the expense of Wren Sterling, Clive’s Employer. A professional financial planner like Clive can save you far more than they will cost you – in the form of time, effort, tax and, most importantly, preventing you from making a wrong choice.

Clive, an accredited member of the Society of Later Life Advisers, can provide you with specific financial advice, in his capacity as Head of Later Life Advice at Wren Sterling. Clive can also provide advice in relation to Wills, Trusts & Powers of Attorney in his capacity as a representative of Private Client Online.

“Clive helped my family at a particularly stressful time, when my father had a second stroke and needed to move into a nursing home. He arranged to travel to meet my mother at very short notice and presented her with a clear and concise set of recommendations to help meet her objectives. His advice was invaluable and obviously came from years of experience and a detailed knowledge of this complex area. I have already recommended Clive to a close friend and would be happy to recommend him again.” – Gary Porter.

“Today, 20/1/20, we reviewed progress after your advice last year. Much has been achieved over the year bringing clarity to our children and ourselves about our wills, property, powers of attorney and maximising income from various sources. Your investment plan has worked well and we have been able with confidence to support one son with a property purchase this past year and know that we could also support another son, if needed, in the coming year. Many thanks for your accurate report of our meeting.” – Mr & Mrs C, Dewsbury

“I first came across Clive when he gave a presentation to my Rotary Club in early 2013. Since then I have taken up his services with both my parents and in-laws and have found his advice invaluable.” – Andrew Idle.

To find out how much Clive Barwell can save you or your family, please contact him now by completing the contact form below, emailing him or telephoning him on 0800 074 8755 (free from most mobiles and landlines). Remember, there is no cost or obligation to an initial consultation, so what do you have to lose?

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    Accredited SOLLA Advsior