Clifford Osborne - Your IFA in Tunbridge Wells

If you’re looking for an IFA in Tunbridge Wells, you’re in the right place. Welcome!

Clifford Osborne is an experienced and respected firm of Independent Financial Advisers (IFA). The business was established and is independently owned and managed by IFA Paul Clifford FPFS FCII Chartered Financial Planner. Paul’s ‘Chartered Financial Planner‘ status means that he has satisfied demanding criteria for up-to-date professional qualifications and ethical good practice.  You can rely on us to provide the best possible advice, service and support.

Who do we offer IFA services to in Tunbridge Wells?

We provide independent financial advice to private individuals, solicitors, accountants, business owners, corporates and trustees. We serve clients and business owners in Tunbridge Wells in Kent, as well as those based in East Sussex and further afield via recommendations as a trusted independent financial adviser.

See our full list of IFA services – which includes everything from pension adviceequity release and estate planning to inheritance tax, paying for care, family and business protection and mortgages.

Why do people choose to use Clifford Osborne as their IFA?

The main reason is that we are highly recommended and offer free consultations and reviews without cost or obligation.  We have been a VouchedFor Top Rated UK firm of Independent Financial Advisers (IFA) for the last four years consecutively (as featured in The Independent, The Sunday Times and other publications). You can read reviews from verified clients on the independent VouchedFor website.

As well as our Chartered Financial Planners status, we are members of:

  • The Equity Release Council
  • SOLLA – the Society of Later Life Advisers
  • The Personal Finance Society
  • The Society of Mortgage Professionals.

The utmost care is taken to ensure our financial advice meets your needs and objectives, is fairly charged and is presented in a warm and friendly manner. All of our IFA services in Tunbridge Wells are provided on a fee basis, agreed with you in advance, along with various payment options to suit.
Why not read more about our team who can help you in Tunbridge Wells and surrounding areas.

We would love to help you and become your IFA. Why not get in touch today? 

 

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.

Sinead

Company Director, Eastbourne East Sussex

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

Retired, London

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 pen

Roger

Retired, Hailsham, East Sussex

 

 

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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: