Clive Barwell

Independent Financial Advice in Halifax

Certified Financial Planner Chartered Fellow of the Chartered Institute for Securities and Investments Registered Trust & Estate Practitioner and Accredited by the Society of Later Life Advisers

Clive has been providing financial planning advice and guidance to private clients since entering the profession in 1971, joining Wren Sterling in 2008. Throughout his long career, Clive has specialised in advising clients at and in post-retirement and later life, and this remains his key area of expertise. Clive is a member of SOLLA (the Society of Later Life Advice) and his uses his expertise to support his clients and their families. If fact, he rarely takes on a new client under the age of 50, unless they are the children or grandchildren of existing clients.

Clive describes himself as a “financial planning satellite navigation system”, as he maps out the route to his clients’ goals and then helps them avoid the financial obstacles en route. Clients are delighted that with Clive’s help and guidance, whilst on their financial journey, they never have to stop to ask a stranger for directions.

Financial adviser Halifax

You can get in touch with Clive at our offices in Halifax. Our network of advisers across the UK means that if you’re looking for local financial advice, we can help. We specialise in all areas of financial planning for both corporate and individual clients all over the UK.

Ask us about your financial planning.

< Back