I am passionate about providing tailored Mortgage and Protection advice for clients at all stages of their buying journey whether as a first-time buyer or a landlord growing their property portfolio.
With over 12 years’ experience in the financial services industry, I am vastly experienced in both the technical and emotional aspect of Mortgage Advice. I really enjoy building long lasting relationships across a broad client base, giving me the opportunity to play an active role in helping clients achieve their goals and aspirations. I am excited to extend this support within a firm underpinned by excellent values
Services
Mortgage Adviser
We provide a full mortgage service, whether you’re a first time buyer, looking for your next investment or are looking to refinance an existing investment.
Checked on
30.05.2023
Financial Planning
Throughout our lives, we face having to make financial decisions that can have a major impact on our wealth, as well as determining whether we meet our goals, and can protect ourselves and our families from unexpected events. A carefully thought-through financial plan can make a positive difference, no matter what life stage you’re at.
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30.05.2023
Investment Management
Investment management involves creating a strategy to help you manage your investment portfolio and other financial assets for both short-term and long-term growth. The aim is to meet your investment goals, whether that’s preserving or growing your wealth or receiving a regular income. Our investment management service involves choosing your investments and ensuring we react quickly to any changes in the market, whilst keeping you informed at all times.
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30.05.2023
Protection & Insurance
We will build a picture of your circumstances and calculate the impact on you and your loved ones if anything unexpected was to happen. Protection and insurance can help in a wide variety of circumstances from contributing towards maintaining essential expenditure should you be unable to work, to helping your family pay off the mortgage in the event of premature death. There’s also the day-to-day insurance that’s easily forgotten like protecting your home and personal possessions. Our advisers...
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30.05.2023
Pensions
The rules around pensions are constantly changing. Getting regular advice from experts will enable you to build up your pension in the most efficient way, allowing you to invest it and achieve your desired outcome. Our financial planners can help you decide on the best plan for your personal circumstances. Solutions such as pensions, ISA’s, property, investments and savings all play a role in your retirement plan. However, we believe that the most successful retirement plans are a blend of all...
Checked on
30.05.2023
Estate Planning
We are here to assist you in your estate planning by recommending the right combination of methods designed to meet your needs. We will also work closely with your legal and tax adviser to help minimise the impact of estate taxes.
Checked on
30.05.2023
Verified Reviews
Latest Reviews
Financial planning
In collaboration with The Penny Group
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My husband and I have been using The Penny Group's expert financial planning services since 2013, and are we really pleased with what Clement has done for us. He is easy to work with. He is friendly, thorough, smart, informed, conscientious, professional, and we trust him. We feel confident in his advice and the information he provides and are very happy with how our finances are being managed. He has seen us through a big move and my husband's retirement from his architectural practice, and he has helped us explain our financial position to our children, offering to talk to them directly should they have any questions. We couldn't recommend him more highly.
J S
Reviewed on 2023-05-17 13:37:59Retirement planning
In collaboration with The Penny Group
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We have been using the financial services of the Penny Group for over 10 years now, primarily related to retirement planning. The first step for us involved amalgamating several pension pots into one and this complicated process was achieved seamlessly The next stage was to map out what our goals were for retirement and establish a timeline to get an estimated retirement date. Mike Elworthy was the partner who helped us through the various considerations and provided invaluable advice, without doubt the financial model of our future cashflows that Penny Group created was extremely helpful in making some very important decisions. We are now 4 years on from retirement date and the good quality advice has continued through these very difficult times. We would thoroughly recommend the Penny Group
G H
Reviewed on 2023-05-16 11:39:32No media uploaded.
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Michaela Norbury
Adviser contact details
- 0203 839 7852