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 Chartered Financial Planner. We provide a bespoke service to clients across East Sussex, including Eastbourne, Uckfield, Lewes, Crowborough, Hastings, Seaford, Newhaven, Tunbridge Wells, Brighton and Hove.
Recommendations have led to gaining clients well beyond Sussex too. We provide independent financial advice to private individuals, solicitors, accountants, business owners, corporates and trustees on all aspects of financial planning. We offer free, no obligation initial meetings for all our financial services.
To arrange a free initial discussion at your home, workplace or our offices contact us today. 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.
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.
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.Bernie
Our areas of financial advice
Tax & trust planning
Capital gains tax Estate planning Income tax Taxation planning
Ethical investments Investing for income Investment trusts ISAs OEICs Offshore investments Socially responsible investments Traded endowment policies Unit trusts
Whilst pension income drawdown offers great flexibility, there are risks that you need to be aware of. Unlike an annuity, the amount you could draw as income isn’t guaranteed.read more
In the 2016–17 tax year, HMRC raised a hefty £4.84bn in IHT, brought about largely by rising property prices that are seeing more and more families drawn inexorably into the tax net, despite doing nothing more than owning their own home.read more
The government has committed to making the home buying and selling process quicker, cheaper and less stressful. Learn more…read more
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: