Clive Barwell (Towergate Financial (North) Limited)
|Last online||23rd May 2013|
|Member since||27th Oct 2008|
|Number of views||2216|
|Number of posts||96|
|Number of testimonials||4|
|Society of Later Life Advisers|
|Certified Financial Planner|
|Care Fees Planner|
|Inheritance Tax Planning|
|Alternative Investments solutions|
As one of the most experienced and qualified specialists currently working in later life financial planning, I have chosen to specialise in advice and guidance for the over 55s. In particular I can advise on:
- Investment, particularly to protect capital and income from inflation.
- Inheritance Tax mitigation.
- Care fees planning.
- Equity release.
About Towergate Financial (North) - previously Paramount Group Limited
Who we are
Towergate Financial is a national independent financial advice and consultancy business. Our highly experienced advisers aim to provide a world class service to both private clients and businesses of all sizes.
We are part of Towergate Partnership, which is Europe's largest independently owned insurance intermediary. This enables us to offer a unique proposition which provides us with an enviable range of services that many other advisers are unable to match.
What we do
We provide bespoke advice and consultancy services to private clients and businesses. Our advisers take time to understand their clients' circumstances and objectives, before making comprehensive recommendations to meet their needs.
We have offices throughout the UK and we are passionate about providing excellent local service. Our financial planners and consultants are also happy to meet you at your place of work or at home.
Our offices are supported by senior local management to ensure you get the very best service.
In the north we have offices in Manchester, Leeds, Hull and Newcastle-upon-Tyne, with the Regional Head Office in the historic Dean Clough Mills complex in Halifax.
Towergate Partnership is an award winning insurance group. Towergate Financial is an integral part of this with more than 200 skilled advisers and support staff delivering financial planning advice and excellent service to both private clients and businesses.
Clive Barwell TEP FCSI CFP an accredited member of the Society of Later Life Advisers
I was born in 1952 and joined the Executor & Trustee Branch of the Lloyds Bank Group in Southampton in 1971.
Through a series of “corporate metamorphoses” the Executor & Trustee Department of the bank became their Private Banking operation. In 1988, I came to Leeds as manager of the Yorkshire Branch of Lloyds Private Banking, which offered asset management and holistic independent financial planning advice to the Bank's wealthier customers. At the time, I was the youngest branch manager in the Private Bank.
In 1995, I accepted redundancy from the bank in lieu of an unwelcome move back south and became an Independent Financial Planner. At the time of leaving the bank I was a member of the Society of Trust & Estate Practitioners (STEP) and a member of the Chartered Institute for Securities & Investment (CISI). I am a former Chairman of the Yorkshire Branch of STEP, have been elected a Fellow of the CISI, achieved certification as a Certified Financial Planner and become an accredited member of the Society of Later Life Advisers.
I set up my own independent financial advice business, Paramount Group, with six other Colleagues in January 2005. In 2008, Paramount Group was acquired by Towergate Financial, a national independent financial advice business.
In 2011 I resigned as a Director of Towergate Financial (North) Limited to become a salaried adviser in the same business, which is my current role.
Throughout my career I have tended to deal with clients in the post-retirement market as they are generally the ones who benefit the most from my key skills.