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Clive Jaques Email & Phone Number

Owner, Estate Financial Planning at Estate Financial Planning
Location: Westcott, England, United Kingdom 6 work roles 3 schools
1 work email found @thinkpositive.co.uk 1 phone found area 797 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email c****@thinkpositive.co.uk
Direct phone (797) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Estate Financial Planning
Role
Owner, Estate Financial Planning
Location
Westcott, England, United Kingdom
Company size
3 employees

Who is Clive Jaques? Overview

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Quick answer

Clive Jaques is listed as Owner, Estate Financial Planning at Estate Financial Planning, a with 3 employees, based in Westcott, England, United Kingdom. AeroLeads shows a work email signal at thinkpositive.co.uk, phone signal with area code 797, and a matched LinkedIn profile for Clive Jaques.

Clive Jaques previously worked as Owner at Estate Financial Planning and Partner at True Potential Llp. Clive Jaques holds Financial Life Planning, Registered Life Planner from Kinder Institute.

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Email format at Estate Financial Planning

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{first}{last}@thinkpositive.co.uk
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Profile bio

About Clive Jaques

Thank you for viewing my LinkedIn profile. I am passionate about helping my clients envisage and plan their financial future. Our advice process comes in seven simple steps:►Meeting to discover your future aspirations.►Analysing existing arrangements to determine your current financial position.►Providing you with a clear summary of where you are on your journey to your financial future►Providing you with a clear structure to ensure that you achieve your financial future►Designing a Programme of Specific Recommendations so your financial future becomes a reality► Implementation of agreed recommendations► Ongoing management of Your EFP Plan to ensure that it continues to meet the aspirations of your financial future.I have spent over 29 years as a Financial Adviser and am therefore extremely familiar with the issues that individuals, families and small companies face in managing the day to day cash flow whilst still being able to plan their financial future.My clients include:> Private Individuals> Families > Trusts> Small companies> Lawyers and accountantsI have helped and continue to help many people envisage what they want from their financial future.We then design a plan or series plans to create a solution to enable them to manage it into a reality.These range from bespoke or portfolio investment management and both residential and Buy to Let mortgages, as well as purchasing property companies and commercial premises.I also arrange protection products to ensure that your reality still happens even if life sends you a curved ball.Through a separate company I also give guidance on wills, powers of attorney and trustsI am dedicated to helping individuals and firms who want to understand more about future based Financial Planning, so please drop me a line or connect with me on linked in.When I'm not working or spending time with my family I enjoy keeping fit and am a keen Mountain Biker, Karate Student, Sailor and Petrol Head

Listed skills include Wealth Management, Inheritance Tax Planning, Financial Advisory, Pensions, and 25 others.

Current workplace

Clive Jaques's current company

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Estate Financial Planning
Estate Financial Planning
Owner, Estate Financial Planning
banstead, surrey, united kingdom
Employees
3
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6 roles · 40 years

Clive Jaques work experience

A career timeline built from the work history available for this profile.

Owner

Current
Estate Financial Planning

Dorking & London

Estate Financial Planning is directly regulated by the Financial Conduct Authority.From our offices in Westcott in Surrey and London Victoria we provide Independent Financial Advice based on over 25 years experience:Areas we provide advice on include:• Personal, Family and Mortgage protection• Ensuring that your income continues if you are unable to work• Ensuring that your retirement income will be sufficient provide for the retirement that you wish for• Mortgages both for your home and Buy to Let• Commercial Loans• Personal Financial Management• Wealth Creation Strategies• Financial Life PlanningWe also refer Wills and Trusts to a third party and can guide you with theseOur vision and valuesWe want to help all of our clients to take control of their finances so that we can help them plan for the financial future that they desire.Once we have a financial plan we can continually monitor and adjust this this as priorities change over time As a result we hope that our clients become better informed, confident and empowered to reach their "Financial Future".We achieve this by combining Face to Face advice and by using the latest technology to provide straightforward and transparent advice in a simple and convenient way.

Jun 2009 - Present

Financial Adviser

Albany Life
1992 - 1997 ~5 yrs

Financial Adviser

Abbey Life

Kingston Upon Thames, United Kingdom

1987 - 1992 ~5 yrs
3 education records

Clive Jaques education

Financial Life Planning, Registered Life Planner

Kinder Institute

The Kinder Institute trains and coaches financial advisors worldwide in a method called Financial Life Planning. This method is based.

Diploma Financial Planning

Chartered Insurance Institute

Education record

Strategic Coach
FAQ

Frequently asked questions about Clive Jaques

Quick answers generated from the profile data available on this page.

What company does Clive Jaques work for?

Clive Jaques works for Estate Financial Planning.

What is Clive Jaques's role at Estate Financial Planning?

Clive Jaques is listed as Owner, Estate Financial Planning at Estate Financial Planning.

What is Clive Jaques's email address?

AeroLeads has found 1 work email signal at @thinkpositive.co.uk for Clive Jaques at Estate Financial Planning.

What is Clive Jaques's phone number?

AeroLeads has found 1 phone signal(s) with area code 797 for Clive Jaques at Estate Financial Planning.

Where is Clive Jaques based?

Clive Jaques is based in Westcott, England, United Kingdom while working with Estate Financial Planning.

What companies has Clive Jaques worked for?

Clive Jaques has worked for Estate Financial Planning, True Potential Llp, Positive Solutions Fs Limited, Canada Life, and Albany Life.

How can I contact Clive Jaques?

You can use AeroLeads to view verified contact signals for Clive Jaques at Estate Financial Planning, including work email, phone, and LinkedIn data when available.

What schools did Clive Jaques attend?

Clive Jaques holds Financial Life Planning, Registered Life Planner from Kinder Institute.

What skills is Clive Jaques known for?

Clive Jaques is listed with skills including Wealth Management, Inheritance Tax Planning, Financial Advisory, Pensions, Income Protection, Retirement Planning, Investments, and Wealth.

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