Investment Planning

So easy to talk to and straight forward advice

What were the circumstances that caused you to look for a financial adviser?

I’m financially clueless

How did Howard Bullock help you?

Advice and support

Have you seen the outcome you were hoping for?

Yes but ongoing

What could they have done better?

Nothing

Howard is very warm and personable, his vast wealth of financial expertise is the reason my family and I will be using him and his accomplished team going forward. Would highly recommend.

What were the circumstances that caused you to look for a financial adviser?

Knowledge and experience

How did Howard Bullock help you?

First class service and advice from Howard and his team are always efficient and nice to deal with - as is Howard. I always recommend Howard to my clients and other associates.

Have you seen the outcome you were hoping for?

Yes without doubt

What could they have done better?

I cannot think how they could improve further.

very knowledgeable and honest advice highly recommended and you will not regret engaging Clear Financial advice!

Paul quickly and simply discussed my issue and gave good advice on how to proceed.

I would highly recommend clear financial advice, very knowledgeable and professional at all times.

Paul provided impartial, honest and considered advice after listening and considering my needs. His advice proved to be accurate, but most importantly he responded when he said he would and did what he said he would do! This is a basic thing - but not often carried out! I would have no hesitation in recommending Paul in the future.

Howard, at Clear, has supplied financial services and advice for a wide circle of colleagues and close friends. His experience and knowledge shines through, and he is dedicated to supplying a top-notch solution for all clients.

Thank you very much. He was extremely helpful.

Cant thank you enough Howard ...very much appreciated, sound advise .. highly recommend

I contacted VouchedFor for a free initial consultation, and Paul contacted me quickly, in response. His manner was very friendly and professional - I felt very at ease talking to him. If I require further advice in the future, I would definitely consider contacting Paul.

Fantastic knowledge and advise given, Really impressed.

Very helpful and took onboard my needs of reaching out to a Financial Adviser. He took time to listen and give feedback on what my possible options were. I am currently digesting the advice/feedback he gave and Paul has kindly offered to assist me with the subject matter we discussed in a future call. I am grateful for Paul's time and patience. A very switched on individual and talked to me in terminology that I understood - didn't blind me with science, which was the result I had wished for.

What were the circumstances that caused you to look for a financial adviser?

I was looking to move my company pension into my own private pension pot

How did Paul Davis help you?

Paul advised the best way to do this, but at the same time advised of the pros and cons of such a movement of pension funds

Have you seen the outcome you were hoping for?

Yes, I now have my own pension pot and I can track it’s value via an online tool.

What could they have done better?

Nothing could have been better

This man will never be a politician. He answered my questions, clearly and without any BS. I would recommend this man without hesitation.

Paul listened carefully and was incredibly quick to answer all questions and suggest possible solutions. A very impressive and knowledgeable adviser Thank you.

He had the answers I needed , I would use him again for any Financial issues.

I am pleased to be able to refer clients to Howard Bullock because he has alot of experience in investment products and is able to provide professional and honest advice, He is there to help as opposed to just trying to sell products to gain a commission.

When, like me, your investment knowledge is limited the first things you want from an IFA is someone whose honesty, experience and advice you feel you can trust. If after that you get to like them as a person who shares similar values with you, as I have and do, then the association should prove to be fruitful. I recommended Paul to both my sons when they needed mortgage advice and would not hesitate to recommend him to others.