Clive is a consummate professional with 35 years of experience in the Financial Services sector.
Specialising in advising International clients with UK pensions, regarding their options and how to ensure they get the best possible benefits from those pensions under the new UK rules.
Clive holds the full UK qualifications with the Chartered Insurance Institute Diploma in Financial Planning and is a qualified Member of the Personal Finance Society.
UK pension transfers
Tax efficient investments
Management of QROPS and SIPP portfolios
Financial Planning Certificates 1, 2 & 3
JO1 Personal Taxation
RO1 Financial services, regulation and ethics
RO4 Pensions and Retirement Planning
RO6 Financial planning practice
CF9 Pensions simplification
CII Diploma in Financial Planning
Personal Finance Society by Diploma
“As an expatriate I decided to put my UK DB Pension to work rather than rely on the Pension institute to sleep on it. Finding somebody who you are comfortable in working with and accepting of is difficult when its a nest egg at stake. Clive conducted the initial conversations with his broad based financial knowledge that allowed you to decide that he was professional. Trust is built with years of working together – in this scenario you don’t have that much time so getting it right is key. For me public recommendations are gold dust and have only ever given out two in my lifetime. Clive’s is one of them. Stuart Young Niagara on the Lake, Ontario”
– Stuart Young
“I moved to Canada 9 years ago and decided to pull my UK company pensions out and put them into a personal plan. With so many people trying to get you to go with them caution was the first call. However after a bit of research and a recommendation from a ex BP colleague I decided to contact Clive. After a couple of calls in which Clive was not only very helpful but professional, i decided to enlist him as my pension advisor. I can honestly say that Clive has been exceptional. I am not financially minded but Clive has guided and advised me every step which has allowed me to make the right choices in investment. When the markets wobble he got in touch with reassuring outlook and made recommendation for changes if required. What I enjoy is Clive is very personable and never pushes allowing you to make the decisions. But he is always available for advice and support. Clive has done a wonderful job for me and some other colleagues of mine who are expats here in Canada and I can highly recommend him to anyone looking for a safe pair of hands in the pension/investment market. thank you Clive.”
– James Trahar
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