Clive Jaques is the owner of Estate Financial Planning, where they provide independent financial advice with over 29 years of experience in the field. Initially starting their career as a financial adviser at Abbey Life, Clive has worked with several firms, including Canada Life and Positive Solutions FS Limited, before becoming a partner at True Potential LLP. Currently, Clive focuses on helping clients navigate their financial futures through a structured seven-step advisory process. They are also pursuing a diploma in Financial Planning from the Chartered Insurance Institute. Outside of work, Clive enjoys staying active through mountain biking, karate, sailing, and exploring their passion for automobiles.
This person is not in the org chart
This person is not in any teams
This person is not in any offices