Clifford Osborne Limited Independent Financial Advisers
If you are considering taking independent financial advice, we would love to talk to you ,and we are happy to serve clients with any level of wealth.
We can advise you on
Pensions & retirement
Annuity purchase
Pension consolidation
Pension drawdown
Pensions & divorce
Pensions & retirement planning
Pensions review
Pensions transfer
Mortgages
Equity release
Financial planning
Wealth management
Investments
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Unit trusts
Savings
Lump sum
Tax & trust planning
Estate planning
FCA authorised
Last authorised 14th June 2021
Meet our advisers
What our clients say
Paul is a pragmatic advisor keen to see what is available and what he can do for his clients. As well as offering 1:1 guidance and advice, I also engaged Paul to come into the company where I work to be on hand to offer advice to employees (of which we have over 1000).
Everyone that took the opportunity to meet with Paul commented on how helpful, friendly and useful his advice was and would definitely recommend him to others.
Paul is a knowledgeable, professional and straight talking financial advisor. He offers his advice and recommendations based on our family’s needs and respects our financial decisions. As we work full time, Paul is happy to visit us at home early evenings which is great customer service.
Paul gave me clear, sound advice explaining complex information in a way that I could understand. After a year I have seen a return on my investments which is quite something in the current economic climate!
Retirement approaching fast and I needed guidance and advice on both my pension pot(s) options and existing underperforming investments.
Mr Clifford was knowledgeable patient and sympathetic to my needs and I never felt pressured or rushed and the advice was clear and concise.
I was kept informed throughout the process by Paul and his team. I feel happy with recommendations made based on my personal circumstances and stated objectives and would not hesitate to recommend Paul and his the team.
Was very happy with the service provided and felt he really listened to my needs, Paul seems to have excellent knowledge and combines this with a no-nonsense approach and friendly personality.
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.
He took a lot of the stress out of buying my house as he sourced the best mortgage deal for me and arranged the whole thing.
I have always felt confident in Paul identifying the best product for my needs. He takes into consideration all factors and talks in clear language as to what options are available so that I can make an informed decision and feel that it is the right decision for me.
With the change in government rules regarding pensions, I noted that mine were not growing as they should. At 55 I wanted to make sure I was getting the best I could over the next 10 or 11 years.
With news about pension investments disappearing with criminals I ran several checks on Clifford Osborne which all came up clean, so I decided to proceed.
Paul visited me several times and explained my options in great detail easing me through the piles of paper financial advisors are forced to provide.
It a lot to take in, but he patiently made recommendations which I took. My frozen pensions are now merged into a single account within a month grew to cover all fees. All safely in a good account and growing nicely. I can see it all on-line whenever I choose.
Paul is highly professional and well informed. He is very efficient and takes all the worry out of financial planning by giving clear options to aid our decision making and then taking forward associated actions promptly, keeping us informed at all times.
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.
Paul has a very friendly approachable personality. He put us at ease right away and was very good at helping us understand things we found were way over our head
He did not make us feel uncomfortable and awkward as we had with our previous adviser. He explained things in a simple manner which we gratefully appreciated.
I would take great pleasure in recommending Paul to anyone who needs advice.
I have been with Paul for about 10 years and, despite the recession, I have seen the value of my Investments rise steadily in that time.
He is approachable and responds quickly to any queries or requests I have. If I need to make a withdrawal, he can organise it so I lose the least amount of interest and pay the least amount of tax.
The personal Annual Review is very helpful - a chance to discuss my future requirements in person.
We are kept informed at all times if any related issues arise regarding our investment. Regular reviews, with full and frank discussions regarding attitude to risk and investment returns. His admin team are a pleasure to deal with and always go the extra mile.
About us
We provide a bespoke face to face (virtual at present) Online or Telephone service covering Pension, Investment, Mortgage and Equity Release services to clients across East Sussex, including Bexhill, Hastings, Rye ,Uckfield, Lewes, Crowborough, Seaford, Newhaven, Tunbridge Wells, Brighton and Hove. Recommendations have led to gaining clients well beyond Sussex too.
Our services
We are not tied to any financial institution and therefore offer you truly independent financial planning advice. We love to help with pension, investment and equity release needs and feel we can add value and make a real difference to your outcome.
The utmost care is taken to ensure our advice provides the best possible solution to meet your needs and objectives. Putting our clients at the heart of everything we do enables us to run a genuinely client-focused business
Where to find us
Head office address: Sea Road, Bexhill on Sea, East Sussex, TN40 1EB
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
-
FREEpension health check+ £50 off the
cost of advice -
FREEmortgage review+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
Advice methods
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Telephone
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Online (Live chat, video, email)
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Face to face
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
FCA authorised
Last authorised 14th June 2021
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