De-mystifying the future, one step at a time.
Who we are
Clifford Osborne is an established and trusted Independent Financial Advisory (IFA) firm based in Eastbourne, East Sussex. Established in 2013 by Paul Clifford FPFS FCII EFP Chartered Financial Planner, we empower our clients across East Sussex to take control of their financial future.
Our Philosophy
We believe in building strong, personalized relationships with our clients. We take the time to understand your individual needs and aspirations, considering your unique situation and goals. We work collaboratively with you to create a tailored financial plan that aligns with your aspirations and concerns.
Investments
- Lump sum investments
- Investment & portfolio review
- Wealth management
- Trustee investment service
- Investment review & analysis
Pensions
- Pension transfer and consolidation
- Gold standard pension income options
- Pension freedom planning
- Pension review & advice
- Pension advice and retirement planning
Retirement & Later Life Planning
- Frozen pensions advice
- Pension consolidation advice
- Pension drawdown & annuity options
- Pension in divorce advice
Other Services
- Equity release
- Mortgage advice & brokering
- Business protection insurance
- Estate planning & inheritance tax mitigation
Our People
Our experienced team of professionals is dedicated to providing exceptional client service and tailored financial solutions. Led by Paul Clifford, a highly qualified and experienced Chartered Financial Planner, we are committed to delivering personalized guidance and support throughout your financial journey.
Our Commitment
We are committed to ethical practices and transparency. As a trusted member of the Equity Release Council, we adhere to the highest industry standards and regulatory requirements.
Let's Work Together
Clifford Osborne is dedicated to providing exceptional financial guidance and empowering our clients to make informed financial decisions. Contact us today to schedule a complimentary review of your financial situation and explore how we can help you achieve your financial goals.
Excellent Service and Professionalism
The reviewers praised the excellent service and professionalism of Paul Clifford and his team at Clifford Osborne. They were impressed with the personalized approach, clear explanations, and tailored advice that met their individual financial needs.
Tailored Financial Advice
Reviewers appreciated the thorough understanding of their financial situations, with Paul Clifford taking the time to listen and explain options in a clear and concise manner. They felt reassured that their financial investments were being well-managed and looked after.
Friendliness and Approachability
Paul Clifford was described as friendly, personable, and approachable, making clients feel comfortable discussing their financial matters. His team was also praised for their professionalism and responsiveness.
Independent Financial Advice
Clients valued the independence of Clifford Osborne, feeling confident that they were receiving unbiased and expert advice.
Responsive and Proactive
Paul Clifford and his team were commended for their prompt responses, regular updates, and proactive approach to managing clients' financial affairs.
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