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    Chartered Freddie Cleworth

    Chartered Wealth Manager

    Freddie Cleworth is a Chartered Wealth Manager and Client Director at EQ Investors.34 He joined EQ Investors in 2015 after gaining experience in various roles within larger financial organizations.3 As a Financial Planner at EQ Investors, Freddie helps people make sense of their finances and offers advice on a range of financial matters including budgeting and investment planning.4

    Freddie specializes in assisting individuals with navigating their finances and achieving their life goals. He has expertise in areas such as pension planning, inheritance tax planning, and mitigating the effects of fiscal drag.12 In his role, Freddie provides guidance on maximizing tax-free allowances, pension contributions, and other strategies to optimize clients' financial positions.2

    As a Chartered Wealth Manager, Freddie holds professional qualifications and adheres to high standards in the financial services industry. His work involves creating comprehensive financial plans tailored to clients' specific needs and objectives.4

    Highlights

    EQ Individuals | Meet the team
    EQ Individuals | Meet the team
    Jan 25 · eqinvestors.co.uk
    EQ Individuals | Fiscal drag: how it affects you
    Sep 11 · eqinvestors.co.uk
    Pension Awareness Day – are you caught up in a zombie fund?

    Related Questions

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    What is Freddie Cleworth's approach to wealth management?
    Chartered Freddie Cleworth
    Chartered Freddie Cleworth, photo 1
    Chartered Freddie Cleworth, photo 2
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    Location

    United Kingdom