Clifford is a Chartered Financial Planner, a Fellow of the Personal Finance Society and Compliance Director at Skybound Financial Planning.
He has worked for Accountants, Solicitors and Tax Planners and is therefore used to liaising with the other professions on his clients’ behalf. Today he specialises in Planning for and at Retirement, Inheritance Tax Mitigation and Funding for Care.
Clifford is an Accredited Adviser within The Society of Later Life Advisers (SOLLA). SOLLA was founded in 2008 and is a non profit Organisation whose aim is to ensure that consumers and their families are better informed about the particular financial issues of later life and to assist them in finding Trusted Accredited Planners who fully understand and are sympathetic to those issues. This complements Clifford’s Affiliate Membership of STEP, The Society of Trust and Estate Practitioners; he holds their Certificate qualification.
His hobbies include skiing, sailing, cycling and gardening.
Contact Clifford at: enquiries@skyboundfp.co.uk