Sir Frederick Hervey-Bathurst FPFS

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 Clarendon.

Frederick is a Fellow of the Personal Finance Society. He specialises in advanced taxation planning, including inheritance tax mitigation; he develops 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.