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Clive was born in 1952 and joined the Lloyds Bank Group in 1971 at their Executor & Trustee Branch in Southampton. Through a series of “corporate metamorphoses” the Executor & Trustee Department of the Bank became their Private Banking operation. In 1988 Clive came to Leeds as Manager of the Leeds Branch of Lloyds Private Banking, which offered asset management and holistic independent financial planning advice to the Bank’s wealthier Customers in Yorkshire. At the time, Clive was the youngest Branch Manager in the Private Bank. In 1995 Clive accepted redundancy from the Bank in lieu of an unwelcome move back south and became an Independent Financial Adviser. At the time of leaving the Bank, through qualifications gained, training received and experience, Clive was a member of the Society of Trust & Estate Practitioners and a member of the Securities & Investment Institute. Clive is now Chairman of the Yorkshire Branch of STEP and has recently been elected a Fellow of the Securities & Investment Institute. Since leaving the Bank Clive has gained experience with a Sheffield IFA and two National IFAs. Clive set up his own company, with Colleagues, at the beginning of 2005. This will soon have over 20 Advisers, making it one of the largest privately owned IFAs in Yorkshire. With strength in depth, the business is fully departmentalised with a Private Client Team, a Corporate Team and specialist Pensions and Mortgage Advisers within those teams. Clive’s particular areas of specialism are Inheritance Tax and investment planning.
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