Clifford Osborne Limited Independent Financial Advisers

Independent Financial Adviser  Clifford Osborne Limited, Seaford, East Sussex, BN25 2AR
First meeting at adviser's own cost
We are happy to serve clients with any level of wealth. If you are considering taking independent financial advice, we would love to talk to you. We provide a personal and bespoke service and work with clients who are looking for a long term professional
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
Equity release
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Life insurance
Response rating
9.2/10
check
FCA authorised
Last authorised 19th October 2020
Meet our advisers
Paul Clifford
Financial Adviser
What our clients say
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.
Berine, London
I used Paul for Financial Planning for my Retirement. He reviewed my current financial position and he provided suggestions and advice for us to agree the best way forward for projected retirement income. I have every confidence that the choices made will come to fruition. I’m very happy with the service received and would highly recommend Paul to others looking for advice”
David, Seaford
Having had an interview with the free Government’s Pension-wise service it was suggested we went to a Financial Advisor. Paul’s help was immeasurable with his knowledge, and access to the type of financial product most suitable to our pension pot, and how to get the maximum for our benefit out of it. He certainly has a clear understanding of what is on offer.
Linda, Newhaven
Paul is very current and very on the ball, regarding all aspects of money management and changes in the market etc and keeps us updated. The service is refreshingly transparent and respectful. If you have any questions at any time Paul is always on hand to help. Everything is explained clearly and thoroughly and promptly followed up with a written copy of a breakdown of each meeting. We have had meetings at Clifford Osborne’s offices and also Paul has been to our home for meetings, it’s great to have this kind of flexibility too. We fully recommend Paul at Clifford Osborne.”
Brian, Lewes
I was looking for advice re the possibility of taking out equity release. Paul went through my circumstances with me and my reasons for wanting to release money. He explained the pros and cons and looked for the best way for me. When I had queries, he was quick to respond. He and his staff were friendly and efficient and I felt I could trust them. I would highly recommend him to anyone looking for help
Tina, East Dean
I would definitely recommend Paul as a Financial Advisor. He has given me and my wife very good advice on our pensions which meets our needs perfectly. We will definitely be contacting Paul in the future for any further financial advice needed. We will be recommending him to others too
Maggie, Seaford
With the idea of retirement in the very near future we needed to look at options of clearing the mortgage but at the same time not leaving us in a situation of not being able to enjoy our latter years. Paul looked at the various options and explained to us the lifetime mortgage option. The choice of the lifetime mortgage was so we could stay in our property as long as possible which was our ultimate aim
Olive, Seaford
I was getting divorced and my then husband’s company pension was to be shared. I couldn’t have managed without Paul. He has also guided me as to the best pension options for me and explains things in layman’s terms
Sharon, Newhaven
Paul assisted me with pension consolidation and planning. He consolidated my plans into new provider with appropriate risk profile. Paul quickly understood my bespoke needs and short / long term plans and structured a solution to suit. I’m very pleased
Robert, Seaford
About us

We provide a bespoke face to face (virtual at present) Pension, Investment and Equity Release service to clients across East Sussex, including Seaford, Lewes ,Newhaven ,Eastbourne, Uckfield, Lewes, Crowborough, Hastings, Tunbridge Wells, Brighton and Hove. Recommendations have led to gaining clients well beyond Sussex too.

Our services

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. 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.

If you would prefer to have your savings, pensions, and investments, looked after by an independently run business that genuinely values principles and ethics, please do not hesitate to get in touch.

Where to find us
Head office address: Clifford Osborne Limited, Seaford, East Sussex, BN25 2AR
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
9.2/10
check
FCA authorised
Last authorised 19th October 2020

Similar advisers near you

Independent Financial Adviser 5.97 mi
We believe that great financial advice is at the core of building a more certain financial future for our clients.
 
Restricted - whole of market 7.14 mi
I offer a friendly and approachable service for all clients old and new.
 
Independent Financial Adviser 7.22 mi
We are truly Independent Advisers who specialise in Investments, Pensions, Protecting assets and Inheritance tax planning. In light of Coronavirus we can also offer online and telephone advice to those of you that may be shielding.
 
Independent Financial Adviser 7.85 mi
Arrange your free (virtual at present) face to face, telephone or online pension, investment, or lifetime mortgage review today without cost or obligation. We are happy to serve clients with any level of wealth.