Individuals

Meet the team

Freddie Cleworth

Hello, I'm Freddie Cleworth

Chartered Wealth Manager

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.

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My latest content and recommended reading

Webinar

On-demand webinar | Planning for a better life

Recorded on 11 November 2020, this webinar outlines how developing your own financial plan can secure and prepare you for a better future.

3 min read

Blog

Pension Awareness Day – are you caught up in a zombie fund?

Investors have billions of pounds in closed funds.

3 min read

Blog

Inheritance tax hits a record £5.6 billion high

HMRC reported a 3.1% increase in IHT receipts during the 2018-19 tax year.

3 min read

Case Study

Using a discretionary trust to help grandchildren

David and Myriam have three adult children, Jason, Kathleen and Ciara. Jason had a son last year and he is currently their only grandchild; however, Ciara is pregnant and due any day now.

1 min read

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