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Freddie Cleworth
Hello, I'm Freddie Cleworth
Chartered Wealth Manager
Away from the office Freddie enjoys cooking, reading, and keeping fit.
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.
My specialities are...
Get in touch if you want to know more
We are proud of the relationships that we build with our clients. We look after their money as if it was our own.
My latest content and recommended reading
Blog
Tax year planning: helping you every step of the way
The clock is ticking if you want to use this year’s tax allowances - and make the most of any savings you might have accrued.
01/03/2022
4 min read
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.
17/11/2020
3 min read
Blog
Pension Awareness Day – are you caught up in a zombie fund?
Investors have billions of pounds in closed funds.
11/09/2019
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.
09/05/2019
3 min read
