Clive Barwell

Post-retirement financial planning

31 Ashwood Drive Gildersome, Morley, Leeds, LS27 7AG Directions

Tel 0800 0748755
   Closed today Open Monday 09:00 - 17:00

Why Choose Us?

Quality Service
Enviable Reputation
Professional Advice

Here at Clive Barwell, we pride ourselves on our reputation

Established in 1971

Business overview

Accredited Member of the Society of Later Life Advisers

Clive Barwell is the financial planning satellite navigations system for those in later life.

When Clive meets someone for the first time, he establishes precisely where they are today from a financial point of view, listens very carefully to what their hopes and concerns are for the future so that he can then plot a course to those financial goals. The the most important part of Clive's service is staying with his Client to keep them on course and help them avoid the financial obstacles that life throws-up.

If you want to find how you can have a smooth financial path through the rest of your life without the need to ask a stranger for directions, please contact Clive today on 0800 074 8755, info@clivebarwell.co.uk or www.clivebarwell.co.uk.

Clive has been in financial services since 1971 and has the equivalent of a Masters Degree with all of his professional qualifications, making Clive the UK's most experienced and qualified financial planner advising in the at and post-retirement market.

Prices

Initial discussion in your own home at your convenience

At our expense £0

Taking investments and pensions into our ongoing review service

Between £1 - 3 Percent min. £2,000

Providing 24/7 telephone or email advice, at least annual face-to-face reviews

Annual percentage £1

Complex Will

From £375 per person

Lasting Powers of Attorney

One off fee £365 per item

Products and services

investment

retirement planning

Financial Consultants

Financial Planning

Investments

Investment Consultants

Independent Financial Advisers

Tax Planning

Tax

Life Assurance and Pension Consultants

Investment and Trust Companies

Equity Release

FCA Regulated

Pensions

Wills

Lasting Powers of Attorney

Inheritance Tax Planning

Funeral Plans

Trusts

Trust Investment

Care Fees

Annuities

Financial Adviser

Estate Planning

Our Team

Mrs Bev Stevens - Personal Assistant

Joined in

Providing support to Clients whilst I am away from my desk. Bev can be contacted on 03330 43 8923 or bev.stevens@wrensterling.com

Reviews

Professional and concise
4
We have always found Clive to be professional & courteous on his personal visits. He explains everything in layman's terms and in a timely manner.
We would have no hesitation in recommending him to family or friends.
08 Apr 2019
I have enjoyed working with JeffB and his Wife since December 2010, advising them on all aspects of their financial planning both pre and post-retirement.
08 Apr 2019
I have enjoyed working with JeffB and his Wife since December 2010, advising them on all aspects of their financial planning both pre and post-retirement.
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Annual review
5
An excellent description of why the markets are down at present and a professional update on my portfolio. I can recommend Clive for great financial advice
15 Mar 2019
It has been a pleasure to work with JohnH since 2011 to help him achieve his financial goals.
15 Mar 2019
It has been a pleasure to work with JohnH since 2011 to help him achieve his financial goals.
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Clive Barwell
5
Clive has always made my finances easy to sort out since loosing my husband and will continue to. He is always so helpful and gives good advice which for someone that doesn't really fully understand the money markets it so helpful.
16 Mar 2019
It has been a pleasure to work with ElizabethH and her now late Husband since 2000. I have seen them both into retirement and we now enter a new chapter.
16 Mar 2019
It has been a pleasure to work with ElizabethH and her now late Husband since 2000. I have seen them both into retirement and we now enter a new chapter.
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Top class service.
5
Another good meeting recently.
As usual, excellent advice delivered on time in a very warm, friendly and professional manner.
Very concerned and considerate of personal circumstances with applicable advice offered.
Thorough and good explanation of legal and financial technicalities.
More than 7 years of invaluable and reassuring help resulting in great results.
More than happy to continue fully recommending and endorsing this service.
16 Mar 2019
It has been a pleasure to work with PeterM and his Wife since 2011. They have recently enter a new phase with PeterM reducing his working week substantially. I also look forward to working with the family as I help them prepare for the future with new Wills and Lasting Powers of Attorney for PeterM and his Wife.
16 Mar 2019
It has been a pleasure to work with PeterM and his Wife since 2011. They have recently enter a new phase with PeterM reducing his working week substantially. I also look forward to working with the family as I help them prepare for the future with new Wills and Lasting Powers of Attorney for PeterM and his Wife.
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Professional financial advice
5
Clive gives me sound financial advice which I value.
16 Mar 2019
I have worked with WilliamB's Wife since 2009 and, more recently, WilliamB, helping them to fund their lifestyle following early retirement. We are now looking to the future when (if) they stop globetrotting and settle down.
16 Mar 2019
I have worked with WilliamB's Wife since 2009 and, more recently, WilliamB, helping them to fund their lifestyle following early retirement. We are now looking to the future when (if) they stop globetrotting and settle down.
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