About Clive Balchin

Clive Balchin

With over 20 years of working within wealth management, Clive Balchin has an encyclopedic knowledge and a veteran's experience of financial services. With Clive, you can be confident that your wealth is in safe hands.

About

Clive's expertise covers a broad spectrum of financial planning. He 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 a 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.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

James Trickett & Son Financial Services is a trading name of James Trickett & Son (Financial Services) Ltd. James Trickett & Son (Financial Services) Ltd is registered in England and Wales, Number 06470117. Registered Office: 382 Newchurch Road, Rawtenstall, Rossendale, Lancashire, BB4 7SN.