At Clear Financial Advice, we provide affordable financial planning services that empower individuals, families and business owners to protect and increase their wealth.
Our independent financial advisers in Essex will deliver the support you need to become financially self-confident and achieve your best financial future.
Retirement has changed. Once, you could rely on your employer to provide a pension income. Now, the investment decisions you make throughout your working life will determine the standard of living you enjoy in your golden years. Our financial advisers can help you calculate how much your ideal retirement lifestyle will cost and ensure that your money lasts long enough to pay for it.
The average lifespan is increasing, and many existing retirement plans are failing to keep up. If you’ve already retired, you could potentially need your savings to last much longer than expected. How can you reorganise your pension plan to ensure you maximise assets, limit inheritance tax implications and enhance your current lifetime income?
The first hurdles of adult life can feel daunting. From securing a first mortgage to making use of pension contributions and ISA allowances, you’re always searching for ways to grow and save your money, ever conscious of the cost of not planning ahead. We can help you prioritise goals, build financial self-confidence and make sure you’re laying down secure financial foundations.
Given the demands of a growing business, many owners lose sight of the ultimate goal: to enhance their personal wealth. How can you convert your business into a planned retirement income capable of supporting you and your loved ones? We’ll show you by addressing the future of the business, planning for your succession, sale or exit, and reducing your vulnerability to risk.
Times change, but your ambitions shouldn’t. In today’s complicated world it’s more important than ever to question whether your money is working hard enough – and constantly analyse whether you are achieving maximum value from your portfolio. We’ll help you get to a point where you’re confident your money is doing what it should, and comfortable with how it’s being invested.
Whether arranging the move for yourself or a loved one, there is a lot to contend with when entering into a long-term care arrangement, not least navigating the complex legislation surrounding Power of Attorneys and deciding what to do with your much-loved family home. Our independent financial advisors can help to eliminate confusion and take back control of your circumstances.
Retirement has changed. Once, you could rely on your employer to provide a pension income. Now, the investment decisions you make throughout your working life will determine the standard of living you enjoy in your golden years. Our financial advisers can help you calculate how much your ideal retirement lifestyle will cost and ensure that your money lasts long enough to pay for it.
The average lifespan is increasing, and many existing retirement plans are failing to keep up. If you’ve already retired, you could potentially need your savings to last much longer than expected. How can you reorganise your pension plan to ensure you maximise assets, limit inheritance tax implications and enhance your current lifetime income?
The first hurdles of adult life can feel daunting. From securing a first mortgage to making use of pension contributions and ISA allowances, you’re always searching for ways to grow and save your money, ever conscious of the cost of not planning ahead. We can help you prioritise goals, build financial self-confidence and make sure you’re laying down secure financial foundations.
Given the demands of a growing business, many owners lose sight of the ultimate goal: to enhance their personal wealth. How can you convert your business into a planned retirement income capable of supporting you and your loved ones? We’ll show you by addressing the future of the business, planning for your succession, sale or exit, and reducing your vulnerability to risk.
Times change, but your ambitions shouldn’t. In today’s complicated world it’s more important than ever to question whether your money is working hard enough – and constantly analyse whether you are achieving maximum value from your portfolio. We’ll help you get to a point where you’re confident your money is doing what it should, and comfortable with how it’s being invested.
Whether arranging the move for yourself or a loved one, there is a lot to contend with when entering into a long-term care arrangement, not least navigating the complex legislation surrounding Power of Attorneys and deciding what to do with your much-loved family home. Our independent financial advisors can help to eliminate confusion and take back control of your circumstances.
At Clear Financial Advice, we’re building financial self-confidence, one client at a time. Our financial advisers deliver comprehensive advice that’s backed by a no hidden fees guarantee and an honest approach you can trust.
Since 2006, our clarity, care and understanding has helped clients across Essex to protect and increase their wealth at every life stage and through every financial decision. We call this the Clear Advice Advantage, and it’s something that truly sets us apart.
In a world of DIY financial apps, there’s value in sound independent advice. That’s why you won’t find an algorithm here. Better than that, you’ll build a real relationship with an Essex-based financial adviser and work together to achieve your best financial future.
We’ll develop a clear picture of your current situation and future aspirations, sharing honest advice to help you identify and articulate future life plans and set achievable goals.
With a destination in mind, we’ll help you to construct a financial plan to get you there, aligning retirement, investment and protection planning in harmony with your goals and attitude to risk.
We’ll use our understanding of your goals and risk attitude to deliver behavioural coaching, which develops your financial self-confidence through every life stage, with the long term in mind.
There are many practical issues to manage when someone becomes seriously ill or passes away. Reassuringly, you can now document your family’s financial affairs in one place using our helpful Financial Passport.
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