- Care fees planning
- Corporate financial planning
- Funding your retirement
- Inheritance tax mitigation
- Investment management
- Support for accountants
- Support for legal professionals
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Clifford Gribble.
Clifford is a Chartered Financial Planner, a Fellow of the Chartered Insurance Institute and also one of the Directors of The Legal Brokerage.
After Cambridge, Clifford joined PriceWaterhouse before entering the financial planning profession. He has worked with Accountants, Solicitors and Tax Planners and is therefore adept in a number of disciplines. Today, he specialises in Investment Management, Inheritance Tax Planning and Funding Care Fees. Clifford also holds the Chartered Insurance Institute’s G60 Pension Qualification to support the advice he provides on retirement planning.
Finally, Clifford is an Accredited Adviser with The Society of Later Life Advisers (SOLLA). SOLLA was founded in 2008 and is a non profit Organisation. Its aim is to ensure that consumers and their families are better informed about the particular financial issues of later life and to assist them in finding Trusted Accredited Planners who fully understand and are sympathetic to those issues. This complements Clifford’s Affiliate Membership of STEP, The Society of Trust and Estate Practitioners. He joined that Organisation having completed their certificate qualification.
Clifford Gribble Director
Colin Bull Director
Craig Stokes Senior Research Analyst
David Wheildon Director
Graham Spinks Chartered Financial Planner
Jessica Smith-Burrows Senior Research Analyst
Kevin Herron Financial Planner
Natalie Elliot Compliance Manager
Patrick O'Neill Senior Research Analyst
Richard Thorpe Director
Stephen Dockree Financial Planner
Sue Tucker Head of Research
Tracy Davies Financial Planner
Wendy Parker Senior Research Analyst