Clive Barwell TEP CFP Chartered FCSI
Clive Barwell is a Registered Trust & Estate Practitioner and an independent financial adviser based in Leeds, specialising in later life financial planning. He assists individuals in retirement and beyond with their financial concerns.
- Wills
- Trusts
- Equity release
- Care fees planning
- Investment planning
- Retirement planning
- Inheritance tax advice
- Lasting Powers of Attorney
Locations
Competitors
Amber River Chancery is an independent financial planning firm based in Fleet Street, London, providing tailored financial advice to individuals, families, and businesses.
Corkers Financial Services is a financial advisory firm specialising in mortgages and protection.
Westfield Financial Solutions is a trusted financial advisory firm that provides expert advice and a wide range of financial products and services tailored to individual needs.
Company Details
Clive Barwell TEP CFP Chartered FCSI is operated by Wren Sterling Financial Planning Limited and is a Active company incorporated on 1 August 2014 with the registered office located in Nottingham, Nottinghamshire. Wren Sterling Financial Planning Limited was registered 11 years ago.
Status
Active
Size
Large
Directors
7
Age
11 years old
Employees
280
Turnover
£30.57M
Total Assets
£120.93M
Cash in Bank
£17.33M
Total Liabilities
-£44.71M