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Freddie Cleworth
Hello, I'm Freddie Cleworth
Chartered Wealth Manager
Away from the office Freddie enjoys cooking, reading, and keeping fit.
Freddie is a Chartered Wealth Manager. He joined EQ in 2015 having gained experienced in a variety of roles within larger financial organisations. He provides advice and financial planning for a wide range of clients, and is a strong advocate for technological innovation within personal finance. Away from the office Freddie enjoys cooking, reading, and keeping fit.
My specialities are...
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We are proud of the relationships that we build with our clients. We look after their money as if it was our own.
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