Riverbridge House, Guildford Road
Leatherhead, Surrey KT22 9AD
Phone: 01372 365950
Training: EVOKE Life Planning Training Graduate more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
I have a strong track record in financial services, backed by industry-leading qualifications, across a wide range of product sectors, including retirement savings, investment and estate planning. I use life coaching to complement the financial advice given to help my clients to do something today that their future self will thank them for.
About My Practice
Citywide Financial Partners specialise in financial advice and wealth management for families, professionals and entrepreneurs wanting to make the most of their future. Unifying your goals, lifestyle and wealth, we offer expert support your family can depend upon – today and for generations to come.
About Clinton Askew
I have 36 years of experience in the financial services sector including owning and running personal investment management firms, being employed by both the FSA & FCA, running a regional trade association, contributing to policy development with professional bodies and regularly speaking at national conferences. I have been using life planning for 7 years with my clients to help them better understand their goals and desires.
We work with individuals from a diverse range of backgrounds, across the UK. Many of our clients work in professional services; others are entrepreneurs, executives and retirees. Most have assets to be invested, are planning for retirement or seeking to pass their estates to their children and grandchildren. All have a desire to live a more fulfilled, more secure lifestyle. We don’t sell financial products or offer off-the-shelf solutions. Instead, we seek to understand you and your family; then we help you achieve your goals – setting your path in clear terms and supporting you every step of the way.
Certified Financial Planner, 2007 to date DipPFS, The Personal Financial Society, 2008 to date ISO 22222 Personal Financial Planning Certification, 2008 to date BA Hons Business Studies, UWE, 1976 – 1980 Vistage International, Member, 2018 to date
RLP ® Since