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Clifford Knezovich

International Financial Adviser

Previous Experience

Clifford is originally from South Africa and has been living in Southern Spain for over 20 years. He initially ran his own IT engineering company which serviced clients in mainland Spain, Mallorca and Portugal. Prior to qualifying as a financial adviser, he was a Portfolio Specialist at a large Multinational corporation.

Areas of Expertise

  • Retirement Planning
  • Estate and Inheritance Tax Planning
  • QROPS
  • Lump Sum, Asset and Portfolio Management
  • International Private Pensions
  • Education Fee Planning
  • Tax Efficient Regular Savings Plans 
  • Portfolio Bonds 

Qualifications/Accreditations

  • Chartered Institute of Securities and Investments: Fundamentals of Financial Services
  • Chartered Institute of Securities and Investments: International Introduction to Investments
  • Chartered Institute of Securities and Investments: UK Regulation & Professional Integrity
  • Chartered Institute of Securities and Investments: Investment, Risk & Taxation
  • Chartered Institute of Securities and Investments: Derivatives
  • Chartered Institute of Securities and Investments: Investment Advice Diploma

Memberships

  • Associated member of the Chartered Institute of Securities and Investment (ACSI), membership number 252179

To contact Clifford Knezovich please complete the form below and click on the "SEND MESSAGE" button.

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