Clifford is a Chartered Financial Planner, a Fellow of the Personal Finance Society and Compliance Director at The Legal Brokerage.
After graduating from Cambridge University, 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.
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.
In January 2013, Clifford collected the Adviser of The Year award, at a ceremony hosted by Tenet and held at the Lancaster Hotel in London.
Contact Clifford at: firstname.lastname@example.org