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.

Will writing service

Whether you’re thinking about making a Will for the first time, or updating an existing Will, you’ll find that there are a huge range of Will writing services available. Sadly the quality of these services varies greatly and many fail to provide very little in the way of qualified advice and guidance.

If you are looking for a comprehensive Will writing service, designed to offer peace of mind that your wishes will be met, you’ll find that Clive Barwell is a reputable, highly experienced Will writer and later life financial advisor.

Why make a Will?

A Will is one of the most important legal documents you’ll make during the course of your lifetime. It’s important to remember that if you don’t make a Will, the law will decide how your estate is divided up under the rules of intestacy.

Before writing a Will, or updating an existing one, it is sensible to seek professional advice and guidance as there a range of complex legal formalities which should be followed to ensure your Will is valid. Having a valid, up-to-date Will is the best way to give yourself the reassurance that your family, finances and property are managed according to your wishes when you die.

Making a Will is important not only if you want to avoid the rules of intestacy, but also if want to ensure that your estate is passed on to family and friends exactly as you wish. You will also have the opportunity to appoint someone to settle your affairs and make sure that you don’t pay more Inheritance Tax than necessary.

Clive Barwell’s Will writing service

Clive Barwell’s Will writing service is designed to offer clarity and to meet your individual requirements. Clive will begin the process by visiting you at home at a time to suit you and during this meeting he’ll talk through your situation and offer guidance on achieving your objectives.

Once your Will has been written, Clive will visit you again with the relevant documents, ensuring you understand what you are signing and that you are happy that your Will is properly executed. After you’ve signed your Will, Clive will arrange for it to be stored safely, ready for when it is needed.

Qualified financial advice for those in later life

Alongside Clive Barwell’s Will writing service he also offer a range of later life financial advice services, designed to provide clients with clear path through life’s financial complexities. From planning for care home fees, through to investments and money management during retirement, Clive will help you navigate your way through the wide range of options available, finding solutions to suit your personal circumstances.

Clive Barwell is one of the most experienced, highly qualified later life advisers in the market and is an Accredited Member of the Society of Later Life Advisers. By choosing Clive to advise you on your personal finances, you’ll have the reassurance of knowing that you are receiving high quality, reliable advice at all times.

If you would like to find out more, or to arrange an initial appointment, why not get in touch with Clive on 0800 074 8755.

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