Trudi Old

Clearway Financial Solutions

Telephone: 0161 8045 090

Mobile: 07415 105418

Email: trudi@clearway-fs.co.uk

Website: http://www.clearway-fs.co.uk/

Address: 9a Barton Road, Worsley, Manchester M28 2PD

Type of member: Financial Adviser

Member since: May 2018

As a member of the Personal Finance Society (PFS) I can advise in all aspects of financial planning, with specialisms in ‘Later Life’ and ‘Retirement’ Planning, alongside further ‘Advanced Diploma’ qualifications in Taxation & Trusts and Financial Planning. I have been working in Financial Services for 23 years, since graduating from Liverpool University with a BA in Economics. I’m qualified to ‘Diploma’ level and currently studying to become a Chartered Financial Planner.

I started my career in finance with Lloyds TSB and progressed to Branch Manager within 2 years. Looking for new challenges in the ‘High Net Worth’ market I joined Natwest/RBS as an Independent Financial Adviser. For the last 5 years I have co-owned Clearway Financial Solutions with my husband, Mike.  We are a Directly Authorised firm with the FCA and have our offices in Worsley, Manchester.

I have two children, aged 10 and 13, who keep me busy outside of work! In my spare time I enjoy keeping fit, crafting and walking the dog. In my local community I volunteer as a Leader for our local Rainbows and Brownies groups. I am also an Education Champion with the PFS, helping to deliver a Financial Education Programme in our local senior schools.