With over 20 years of working within wealth management, Clive Balchin has an encyclopedic knowledge of financial services and a veterans experience. With Clive you can be confident that your wealth is in safe hands.
Clive's expertise covers a broad spectrum of financial planning and will help you to:
- Grow your wealth, specifically through St. James's Place distinctive approach to investment management
- Preserve your assets for long-term financial security in retirement and beyond
- Adequately safeguard your assets from potential threats through a range of protections
- Effectively manage your capital and borrowings
“I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and principled service.
Fundamentally I see my approach as one of problem-solving for the client - rather than product selling. As a result, my clients can expect to receive the most comprehensive, honest and appropriate advice at all times.
Outside of my business, I am a keen follower of Rugby and Formula One.”
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.