Riverbridge House, Guildford Road
Leatherhead, Surrey KT22 9AD
Phone: 01372 365950
Training: Advanced more info
Master of Life Planning
RLP® actively participating in Life Planning Mastery program
Completed entire Registered Life Planner® (RLP®) curriculum
Completed 7 Stages and EVOKE® practical training
Completed introductory 7 Stages Life Planning Workshop
Completed Life Planning Presentation Training
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