Hello, I'm Freddie Cleworth
Chartered Wealth Manager
Over 10 years ago I was attracted by EQ’s drive to create positive change in our industry and deliver a great experience for clients. Business is about people, not just the numbers. This remains as true now as it ever was, so we have attracted a team that recognise & value this. EQ continues to have a broad positive impact with its services & investments, long may this continue.
Away from work I’m a keen chef, (very) amateur-DIY enthusiast, and trying to improve my tennis.
I am a Chartered Wealth Manager with over 10 years’ experience advising families, business owners & retirees on their financial planning and investments. I specialise in retirement planning, Estate & Inheritance Tax advice, and helping clients grow & protect their savings & investments. I also run one of the Financial Advice Teams looking after our clients. Over 10 years ago I was attracted by EQ’s drive to create positive change in our industry and deliver a great experience for clients. Business is about people, not just the numbers. This remains as true now as it ever was, so we have attracted a team that recognise & value this. EQ continues to have a broad positive impact with its services & investments, long may this continue. Away from work I’m a keen chef, (very) amateur-DIY enthusiast, and trying to improve my tennis.
My specialities are...
Get in touch if you want to know more
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My latest content and recommended reading
Blog
Your new tax year checklist
Are you ready for the new tax year? Find out how to make sure your savings and investments are as tax efficient as possible by using the available allowances.
29/04/2024
4 min read
Blog
Seven major money changes as new tax year begins
The new tax year begins today and with it comes a whole series of adjusted money rules and changes, affecting everything from your pension to how much you pay in tax if you're a high earner.
06/04/2023
3 min read
Blog
Fiscal drag: how it affects you
Fiscal drag is the stealthy way in which governments pull more and more taxpayers into higher tax brackets without the backlash that comes with increased tax rates.
25/01/2023
2 min read
Blog
Tax year planning: helping you every step of the way
The clock is ticking if you want to use this year’s tax allowances - and make the most of any savings you might have accrued.
01/03/2022
4 min read
