Welcome to the Client Area

Paul Clifford is the Director and Senior Independent Financial Advisor (IFA) at Clifford Osborne. We serve clients with a far reaching range of IFA services across East Sussex, including Eastbourne, Uckfield, Lewes, Crowborough, Hastings, Seaford, Newhaven, Tunbridge Wells, Brighton and Hove. As a result of client recommendations we have customers living well beyond Sussex too.

Client Portal

Your online Personal Finance Portal (PFP) enables you to view your financial plans at the click of a button and allows us to share personal documents with you safely and securely.

Click on the button (below) to access your Personal Finance Portal

Client Portal button 300

On becoming a client, we set you up with a unique username and password. To activate, you simply follow the email link to verify your details.

You will then be able to monitor your investment funds’ performance, access real time valuations, historical fund data as well as charts and graphs from all major wrap platform and product providers.

Client Resources

Click to select downloads

 

We have just updated all our downloads, once we have finished checking them over we’ll put them back here for you again.


 

Get a convenient insurance quote

Click this link to take you to our simple quote form.

Refer a Friend and pocket £100!

Our success is built on ‘word of mouth’ and referral business. If we have arranged a mortgage, pension, investment, loan or life policy and you have been happy with the level of service you have received, we’d love you to shout about it!  If you recommend a friend, relative or colleague to us you will receive £100 worth of Marks & Spencer vouchers on completion of their paperwork as a thank you..