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Sir Frederick Hervey-Bathurst Bt. FPFS

Chartered Financial Planner (Director of Financial Planning)

Frederick is the founding director of Clarendon and has over 30 years’ experience as an IFA. His holistic approach to financial planning and emphasis on modern solutions combined with old-fashioned values, are integral to the ethos of Perspective (Clarendon).

Frederick is a Fellow of the Personal Finance Society. He specialises in advanced taxation planning, including inheritance tax mitigation, developing innovative strategies to enhance and retain wealth through the generations. Thanks to his wide-ranging knowledge, he can advise on many diverse areas including retirement planning and investment management, as well as cover to safeguard the security of your family or business during times of change. He runs employee benefit schemes for a wide range of employers.

Frederick is married with two children, Eleanor and Frederick (Ben). His interests include reading, fishing and wildlife. He is known for straight-talking and an irreverent sense of humour.

Based

Stockbridge Office

The Coach House
Somborne Park
Little Somborne
Stockbridge
SO20 6QT

Telephone: 01794 388594

What to do if we didn’t get something right

We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

Should you not be satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service
Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9123

www.financial-ombudsman.org.uk