Clyde, who has more than 35 years’ experience in wealth management, started his career at the Inland Revenue and then worked for a number of large stockbroking and fund management companies.
“I’m really looking forward to working with people and businesses in the local area and helping them in areas like retirement and estate planning. It is especially important in this economic climate to make sure people’s money is in the right place, working as hard as possible for them and that they have a plan in place that will help them look to the future with confidence and optimism,” he said.
To celebrate his new office at Sunnybank House, High Street, Mayfield, Clyde is launching a series of complimentary financial surgeries for local people at The Middle House in the village. The first event called ‘Top Tips for the Tax Year End’ will be on 8th March from 3:30pm to 4:30pm with tea and cake and again at 6:00 pm to 7:00pm with a complimentary glass of wine. Telephone 01435 830031 to book a place.
Clyde, who lives in nearby Rushlake Green, is also offering to provide pension audits, including actuarial assessments, to make sure pension funds are in the right place. The audits are designed for people who have pension funds in a number of different company schemes.
St. James’s Place Wealth Management is a provider of a wide and growing range of financial services of outstanding quality. Listed on the London Stock Exchange, the company has grown strongly and consistently with funds under management now amounting to £28.5 billion. Training and quality control procedures are equally strict and their monitoring procedures confirm that levels of satisfaction among clients are exceptionally high.
In his spare time, Clyde likes to “tread the boards” and he is currently rehearsing for the part of Malvolio in The Wateryard Group’s production of Shakespeare’
For further information contact Suzi Christie at Blueberry PR on 01435 830031 or email suzi@blueberry-