Clive likes to consider his work with clients as getting them ‘financially fit’ to achieve their ambitions. He has significant experience in helping individuals to prepare for retirement, and enjoys determining when and how they can attain financial freedom. To achieve this, he focuses on careful tax planning, consolidation, and correct asset allocation.
Clive has over 35 years of industry experience assisting with the creation of the Scottish Widow’s High Net Worth team, Prudential’s financial planning arm and Lorica Wealth Management, which formed part of a successful merger with Saltus in 2018. He also sits on Saltus’s investment committee to support the business in the construction of our portfolios.
When he’s not spending time with clients, you’ll probably find Clive on the golf course or watching rugby from the side-lines.
“Clive has significant experience in helping individuals to prepare for retirement and enjoys determining when and how they can ultimately attain financial freedom. ”