Gervase Clifton-Moore

Having gained over 30 years of experience with Bradford and Bingley and Halifax/Bank of Scotland plus nearly a decade with armed forces specialists, Wilsons, and 12 years with Equitable Life, Gervase joined us in 2003. A specialist in IHT Mitigation, Retirement Planning – including annuities – and armed forces matters, he was instrumental in our being appointed a member of the Services Insurance and Investment Advisory Panel (SIIAP).

All our advisers have qualified by examination to the standard as required by the Financial Services Authority to provide independent financial advice. In addition some have attained higher Diplomas in order to provide specialist advice. Gervase is qualified by examination in Taxation & Trusts (G10), a part of the Chartered Insurance Institute Diploma.