CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
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This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
DipFA - Diploma for Financial Advisers (LIBF)
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The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
AdvDipFA - Advance Diploma in Financial Advice (LIBF)
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This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.
AwPETR - Award in Pension Transfers
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This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.
What our clients say
“I have been a client of since 1986 and because of Patrick’s expertise and advice I am now in a very secure position financially. Patrick has looked after my investments and pension, has helped me when I have moved house, changed circumstances and most importantly of all he is there at the end of the phone with his words of wisdom when I need him.”
Andrew Preston, Chalfont-St-Peter
Patrick has been instrumental in securing our financial future. Consolidating pensions, facilitating great choices for our investment and ISA mix and providing an all round advisory service to ensure we are asking the right questions of ourselves. It's no wonder we recommend him to all of our friends.
Eoin Hourigan, London
A friend introduced us to Patrick over 10 years ago and he's been our financial advisor ever since. What's more, most of our friends now use him as he delivers year-on-year for us, often exceeding expectations. In my mind, there's only one call I need to make before making a financial decision and that's direct to Patrick.
Orla Dunne, London
I have known Patrick for a number of years and he has provided solid financial advice for myself and now my wife. He has been reliable, professional and trustworthy. The suggestion to move my pension to the Elevate platform has been a good one. Patrick has managed the investments in a proactive and successful way. So I would recommend his services to others.
Simon Periton, Wanstead, London
During discussions regarding our mortgage and life assurance, Patrick introduced me to Critical Illness cover. To be honest, I had no idea that it even existed. However, having Patrick to outline the possible benefits of such a scheme made the decision to include Critical illness in my life cover a “no brainer”. As Patrick pointed out, the whole nature of life assurance is about making provision for the unexpected, and who can tell what is round the corner. We could not have foreseen that some 15 years later I would be forced to give up work due to Parkinson’s disease. Of course the Critical illness cover paid off, handsomely.
Geoff Newbound, London
I have been with Patrick McClelland and Primavera for many years. I always found that I received sound, clear and helpful advice, based on appropriate and up to date information relevant to my needs. This was always delivered in a friendly, professional manner, and additionally in a way that was easy to understand. Over the years I have gained a lot from my investments and feel financially secure for my retirement. I would happily highly recommend Patrick and Primavera to those wishing to make the most of their financial situation.
Ms Helena Virtanen, London
I just wanted to drop a note of thanks to you for all the help buying a house for our family. We now have the keys and are stuck in with the decoration work. As a recent company start-up I was expecting the finance to be difficult, especially with such a pressured schedule on completion. I’m grateful for your expertise in making this seem simple, and for your cool head in some of the trickier moments. Most of all thanks for the advice in planning what to do with my money that led me to this decision in the first place – Sheryl and I are very pleased with the change in our situation that has been brought about. I would not hesitate to recommend Primavera to anyone who is in need of help and advice with their money
Andy & Sheryl Graham, Hertfordshire
I just wanted to say a big thank you for all the advice and support you have given me over the last two years since my divorce. I was quite overwhelmed at the time with all the decisions I had to make with regard to finance and my pension. It was very reassuring to have your calm knowledgeable approach to advise me, which did give me the confidence to look ahead knowing that all would be ok.
You have been there when I have needed the advice and genuinely seem interested in helping me. All my anxieties have been put to rest knowing that you will keep me informed of any changes and that you will patiently explain all options to me in plain language.
There is no doubt that Primavera’s expertise helped me through a difficult time and will continue to assist me with my financial future.
Imogen Lush, Kent
About us
Primavera Financial Partners is based in Wanstead, with a satellite office in Rye, and we offer a full review of your financial needs and objectives. In our experience, this holistic approach leads to better outcomes but we are more than happy to concentrate on specific requests.
Our core strength lies in overseeing client's savings and pension portfolios with a clear and tightly managed investment philosophy and process.
Primavera Financial Partners has dedicated support staff, which means you can be confident that you are dealing with a firm that is wholly committed to providing you with the best possible advice, service and support.
Patrick McClelland, senior partner, and has over 30 years’ experience in advising clients with the following qualifications: BA Hons Degree in Business Studies, CeMAP, AwPETR, Adv DipFA, Chartered ALIBF.
We offer a free initial consultation in most instances. Please call us on <phone number hidden> or visit our website - <url hidden> for further information.
We are able to provide professional advice in a way that is easy to understand and therefore ensures you receive:
- Financial Peace of Mind, Real Value for Money, A Trusted Relationship
Our services
By working with Primavera Financial Partners, you can achieve your financial goals in life and make those important decisions with confidence. Whether you need impartial advice on Retirement, Investment Management, Mortgages or your overall Financial Planning, we are here to guide you through the financial maze so you can get what you want out of life.
Why Primavera? – We Listen, Create and Deliver.
Over 50% of our clients have been with us for over 10 years, many between 10 to 30 years.
Where to find us
Head office address: 87a High Street, Wanstead, London, E11 2AE
Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
A passionate financial adviser who takes a bespoke and holistic approach to every client by establishing their objectives and priorities and developing a long-term plan. I specialise in retirement planning, insurance, tax mitigation and estate planning.
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
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