COVID SAFE

We give you the option of a secure video meeting which offers the same, in depth consultation and planning and the chance to ask any questions you may have.

Please do let us know at the outset if this is your preference and we’ll be delighted to facilitate this for you.

Independent Financial Advisors

Clifford Osborne Limited is an independently owned business established and managed by Paul Clifford FPFS FCII EFP Chartered Financial Planner.  We are VouchedFor Top Rated Independent Financial Advisers (IFA) based in Eastbourne, East Sussex. We visit individuals and business owners in Lewes, Seaford, Bexhill, Hastings, Newhaven, Crowborough, Brighton, Hove, Tunbridge Wells, Uckfield and Worthing.

We advise on a whole suite of financial planning services. Our independent advisers assist with regular savings, all types of investments (lump sum, tax-free, tax-efficient, ethical etc.), inheritance tax planning, retirement planning, all pension matters, general money planning, equity release and lifetime mortgages, residential mortgages and remortgages.

As independent financial advisers Clifford Osborne Limited is committed to providing all its clients across East Sussex and beyond with:

  • Friendly, face-to-face financial advice
  • The opportunity to review their financial affairs regularly
  • Updates on any changes that might affect their situation
  • Openness, honesty and transparency
  • A commitment to placing their interests above ours
  • Clear communication delivered promptly and without jargon
  • The opportunity to view your investment funds’ performance, access real time valuations and historical fund data, at the click of a button. via your Personal Finance Portal (PFP). We can also share personal documents with you safely and securely.

A Personal Service

Paul is a Chartered Financial Planner and holds the Statement of Professional Standing (SPS).

The utmost care is taken to ensure our advice meets your needs and objectives, and presented in a warm, friendly manner. We pride ourselves on our technical knowledge and positive attitude to ensure we meet our clients’ needs, even if this simply means making time for a coffee and chat.

Great emphasis is placed on building, developing, and maintaining client relationships. Our prosperity has been the result of clients recommending colleagues, friends, and family members, which is the very highest testimony.

We provide a personal and bespoke service and work with clients who are looking for a long term professional relationship . 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, 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 directly without obligation or complete the enquiry form via the website and we’ll contact you as soon as we can.

Truly Independent Advice

We are not tied to any financial institution and therefore offer you truly independent advice. We start each process objectively and will consider all Retail Investment Products. A free, initial no obligation review meeting can take place at our offices in Eastbourne, East Sussex, your workplace or in the comfort of your home.

Clifford Osborne is a member of the Equity Release Council, a body established to promote safe equity release products and protect consumers.

Please get in touch to ask any questions and to book a financial review.

“From the initial enquiry until finalising our requirements, we were confident in the handling of our affairs, the expertise and all the knowledge which reassured us.”

Tessa, Seaford, East Sussex
View All Our Testimonials

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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.

    Get in Touch Today