Your IFA based in Eastbourne, East Sussex
Welcome to Clifford Osborne Independent Financial Advisers. If you’re looking for an IFA in East Sussex, you’re in the right place. We are trusted and experienced Independent Financial Advisers (IFA) established and managed by Paul Clifford FPFS FCII EFP Chartered Financial Planner.
We provide a bespoke service to clients across East Sussex, including Eastbourne, Bexhill, Uckfield, Lewes, Crowborough, Hastings, Seaford, Newhaven, Tunbridge Wells, Brighton, Hove and Worthing. We pride ourselves on our technical knowledge and positive attitude to ensure we meet our clients’ needs. Recommendations have led to us gaining clients well beyond Sussex too.
Please arrange a free initial discussion at your home, workplace, or at our office using the link below.
We provide independent financial advice to private individuals, solicitors, accountants, business owners, corporates and trustees on all aspects of financial planning. If you are considering taking financial planning advice we would love to talk to you.
Please contact us, without cost or obligation, by phone or email. We are happy to serve clients with any level of wealth across East Sussex, West Sussex and beyond.
See our full list of IFA services – from lump sum investments and pensions to inheritance tax, estate planning, paying for care, equity release, protection and mortgages.
Personal relationship
We provide the highest quality, personalised advice, taking a holistic approach to investment management. Our business thrives on a combination of our expertise and long term relationships with valued clients.
“He is very focused on tailoring his advice to suit us based on our aspirations for the future – he clearly does not believe in a one size fits all which is a great asset in your financial planning advisor.”
“Paul offers a personalised service based on my needs and my attitude to risk, without any pressure, but with knowledge and competence which is obviously reassuring as a newcomer to investing.”
“As my wife and I recently retired we were interested in equity release to enable us to modernise our home. Having used Paul for pension advice before it was obvious to use him again as the advice he gave us regarding pensions was spot on.”
The utmost care is taken to ensure our independent financial advice meets your needs and objectives, is fairly charged and presented in a warm, friendly manner. We also utilise up-to-date technology to provide you with an online Personal Finance Portal that enables you to view your financial plans. Great emphasis is placed on building, developing and maintaining client relationships.
Our continued growth and prosperity has been the result of valuable professional relationships and clients recommending us as an IFA to colleagues, friends and family members, which is the very highest testimony.
You can read our reviews from verified clients on the independent VouchedFor website. We would love to help you too. Why not get in touch today? Clifford Osborne is a member of the Equity Release Council, a body established to promote safe equity release products and protect consumers.
Your Advice Steps
01 ➔
Contact Us
Call us on 01323 403 444 or contact us to set up a free initial meeting with one of our financial advisers or mortgage and equity release advisers. We’re happy to meet in person, on the phone or online. Just let us know what you prefer.
02 ➔
Get to know you
This will be a chat to find out a bit more about you, what your financial position and goals are and how we can help. This will be entirely confidential, and you are under no obligation to use our services. We will then give you a plan of what we can do to help.
03 ➔
Sharing your plan
Our advisers will talk through our recommended plan with you giving options to best meet your needs. We will take into account your current financial situation, your goals, appetite to investment risk and timeframes. You will have a chance to ask us any questions and then decide whether you want to go ahead.
04 ➔
Regular reviews
Your financial position will change throughout your lifetime. We are here to help you with regular reviews to make sure your financial plan meets your financial goals and current financial situation. We’ll agree with you when and how we meet on a regular basis to make sure your management plan is right for you.
Independent Financial Advice
We are experienced and well-qualified in providing independent financial advice for all aspects of financial planning. From our base in Eastbourne, East Sussex we provide IFA services to clients across the county and further afield. We are visiting clients and providing independent financial advice in Lewes, Seaford, Bexhill, Newhaven, Crowborough, Hastings, Worthing, Brighton, Tunbridge Wells and Uckfield.
Latest News
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Equity release continues to be a significant option for homeowners looking to unlock the value in their properties, with recent trends showing key shifts in market activity and product preferences.
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We are not tied to any financial institution and therefore offer you truly independent advice
A free, initial no obligation review meeting can take place at our offices in Eastbourne East Sussex, at your workplace or in the comfort of your home.
If you are considering taking independent financial advice we would love to talk to you. Call us without obligation or complete the enquiry form and we’ll contact you as soon as we can.
We are happy to serve clients with any level of wealth.
Call 01323 403 444 or use our secure form via the button below.