Cliff Patterson FPFS

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Cliff Patterson FPFS
Compliance & Operations Director/ Chartered Financial Planner

 

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Cliff is a Fellow of the Personal Finance Society and a Chartered Financial Planner and holds the advanced pension planning qualifications. He has worked in Financial Services since 1993 and has gained a wealth of experience working within large companies and Independent Financial Advisers, both as an adviser and manager. 

“The pension freedoms regulations and changes across the Financial Services industry generally, have made giving and receiving quality advice more relevant today than it’s ever been, in my view. It’s a pleasure to be a Director at AVT as not only do we demonstrate professionalism in all we do, some AVT advisers also have specialisms that are not available in the wider market. Outside of work, I enjoy the garden, with sitting in it a particular specialism!”

How I can help -

  • Compliance Director
  • Holistic financial planner
  • Working with directors and staff of small medium and large companies
  • Pension transfer specialist
  • Equity release expert

My achievements and advanced qualifications –

  • Chartered Financial Planner
  • Fellow of the Personal Finance Society
  • AF3 (Pension planning)
  • AF5 (Financial planning process)
  • G10 (Taxation & trusts)
  • G80 (Long term care)
  • G20 (Investment)
  • H15 (Supervision, sales management)
  • Regular speaker at AV Trinity professional seminars
  • Has assisted Chartered insurance Institute’s examination department in the development and scrutiny of pension examinations.

 

 

 





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