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 post-retirement, and this remains his key area of expertise. Clive 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.