Clive Barwell

Head of Later Life Advice Independent Financial Adviser Investment Pensions Wills @Wren Sterling

Leeds, GB

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.

Various Professional Institutes

Chartered & Certified Financial Planner, Financial Planning and Services