Clive Waller held a variety of management positions in sales and marketing for some twenty-five years with Scottish Amicable and Zurich. He became managing partner of the Training Design Studio in 1999, writing and delivering training programmes on taxation, pensions and investment. At the same time, he set up the specialised research-based consultancy, CWC Research
He chairs The Investment Network, is managing director of the Schroders UK Platform Awards and is a director of NextWealth, a consultancy that helps customers adapt to what's next in wealth.
Clive has an MBA from Wolsey Hall, Oxford and is an Associate of the Personal Finance Society. He is a regular speaker at industry conferences and writes on a variety of issues around retail investment.