Independent Financial Advisors
Clifford Osborne Limited is an independently owned Financial Advisor business established and managed by Paul Clifford FPFS FCII EFP Chartered Financial Planner.
We are VouchedFor Top Rated Independent Financial Advisors (IFA) based in Eastbourne, East Sussex.
We often visit individuals and business owners in Lewes, Seaford, Bexhill, Hastings, Newhaven, Crowborough, Brighton, Hove, Tunbridge Wells, Uckfield and Worthing. As well as offering online appointments wherever you are based in the UK.
We advise on a whole suite of financial planning services. Our independent financial advisors assist with savings, 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, remortgages and protection.
As independent financial advisors, 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 that our Financial Advisors provide advice that meets your needs and objectives, and is presented in a warm, friendly manner.
We pride ourselves on our technical knowledge and positive attitude and will make time for a coffee and chat.
Great emphasis is placed on building, developing, and maintaining long term client relationships. Our prosperity has been the result of clients recommending colleagues, friends, and family members, which is the very highest testimony.
If you are considering meeting an independent financial advisor, 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.
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.
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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 advice from an independent financial advisor, we would love to talk to you. Call us 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.