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Welcome to Cleve McCurdy Financial Services – Financial Planning Consultants. The Practice Principal is Cleve McCurdy DipPFS who has been looking after his clients for over 17 years. He offers advice on all aspects of financial planning but particularly specialises in helping you plan for your retirement income and investments. He has recently attained the industry benchmark of DipPFS well ahead of the 2012 deadline when all advisers will need to have this qualification. His clients regularly say he is personable, has high integrity and is an expert in his field. “Cleve has been my financial adviser since the set up of my company in 1993. His guidance has been invaluable and has always had my interests at heart. He has never pushed or over-stretched. He quickly interprets your level of 'caution' and gently encourages you to be a little braver when dipping your toe in the (financial) water. Cleve has encouraged me to develop a very healthy portfolio of investments and I have had no hesitation in recommending him to many of my friends/colleagues. A lovely, lovely man, who I now consider to be a very dear friend.” - Shelley Gilbert, (May 11, 2010) "Cleve offers excellent advice using a straightforward investment process and offerings" - Roger Brown (June 2009) “I found Cleve to be somebody I immediately felt at ease with...trusting him to act on my behalf in all matters financial at a difficult time in my life. Without doubt he understood my situation and acted with integrity, always with my best interests a priority. I can highly recommend him, and feel safe in the knowledge that I have found a financial advisor I know I can trust.” - Yvonne Ellis, (April 27, 2010)  Our latest newsletter.
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Openwork Limited offers insurance and investment advice
on products from a limited number of product providers and advice on mortgages representative of the whole market. |