Clive Barwell Tep Cfp Fcsi Email & Phone Number

Middlesbrough, Gb

United Kingdom

Looking to add will writing, trusts and Lasting Powers of Attorney to your existing portfolio of services, with minimal additional admin?Maintaining your client relationships is paramount. Having worked in financial services for over 50 years, I know having those trusted client relationships make you best placed to advise your clients.Yet, there may be additional services that complement your existing portfolio, that would allow you to offer a fuller, more rounded advice and support service to your clients and at the same time provide you with an additional revenue source.The question is how to do this without adding the additional work and complication required?This is where I come in. As a registered Trust Estate Practitioner with over 50 years’ experience of wills and trusts, I provide a service that removes the technical aspects of delivering these services and personally mentor you through the process until you are fully up to speed.This means you maintain your client relationships. Your client is not passed to anyone else, and you can be confident of having the technical expertise in the background to support you.With minimal additional admin, you can deliver a more rounded service offering, obtain a bigger share your clients’ wallet and cut out the risk of your trusted client going elsewhere.How does it work?We start with a one to one chat to understand your business and how adding these additional services would complement your existing business. If you decide to go ahead, I then personally mentor you through the process.Let’s have a no obligation chat to exploring whether this could an option for you. Please connect, or call 0800 074 8755 or email info@clivebarwell.co.uk

Leeds, United Kingdom

Wren Sterling Financial Planning Limited was formed following a management buy-out of Towergate Financial from the Towergate Group. My role, as an Employed Adviser with this national IFA, is twofold. Firstly, I look after a number of personal Clients who are mainly, but not exclusively, at the post-retirement stage of life. Secondly, I help the business develop and deliver services in the at-retirement and post-retirement sector.I am seeking to forge relationships with Care Homes and other professional advisers to establish Wren Sterling as the leading provider of ethical independent financial advice in the later life market.I provide Continuous Professional Development (CPD) training to Solicitors, Accountants and other Financial Advisers on all aspects of Financial Services. In particular, I provide training on the means-testing rules and regulations regarding Care Fees contained in the Care Act 2014 and the associated Statutory Guidance.I also regularly deliver abridged versions of my CPD programmes to community and business groups, especially 4Networking Groups.

Leeds, United Kingdom

Birstall

As Chairman of the Board and one of the seven founding Directors, I helped build this regional IFA into the successful business that Towergate acquired in September 2008. Following the acquisition, we continued to trade as Paramount Group until October 2009, when we changed our name to Towergate Financial (North) Limited.

As a self-employed Independent Financial Adviser I further developed my skills to become a fully rounded financial planner.Between leaving Hartley Hepworth and helping my co-Directors set up Paramount, I gained further experience with Towry Law and then Berry Birch & Noble as a Financial Planning Manager.

Leeds, United Kingdom

Having started as a junior in the Bank, I was promoted regularly and was appointed Manager of Lloyds Private Banking for the Yorkshire Region in 1988. In those 17-years I worked in places as far apart as Southampton and Newcastle upon Tyne. What I shall always be indebted to the Bank for is the incredible training that I received. Originally in Wills, Trusts, Probate and Estate Duty (subsequently Capital Transfer Tax and now Inheritance Tax), but latterly in investment, tax and financial planning. I was regularly away at one of the Bank's training establishments on one course or another. In 1989 I spent two weeks at Manchester Business School on a residential International Private Banking Investment Course.I was also encouraged to study for the Chartered Institute of Bankers Trustee Diploma, which lead to my STEP qualification.