Does your pension take full advantage of the new rules?
Clear Financial Advice is an independent financial advisory firm, attentive to the affairs of its clients. With a reputation for realistic, straight-forward and logical financial advice, and over 40 years of combined experience protecting and increasing the wealth of individuals, families and businesses.
From our office in Billericay, Essex we offer a complete financial planning service. Helping you to navigate the often-daunting process of choosing the right pension, protection or investment; and to have confidence that your financial plan is not just fit for purpose now, but long into the future.
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.
Paul has been our financial adviser for many years and has helped us with general investments and pension provision. We have always found him to be approachable, trustworthy and reliable. He understands our attitude to risk and our need to be cautious investors and has explained thoroughly and in simple terms any possible changes that might affect us. He keeps us regularly updated with our investments and is always available to give us advice on any other financial problems which may occur. We would not hesitate to recommend him to others.
Thoroughly impressed with Howards advice and whole professional manner. He clearly explained all of the options to me and educated me through the processes. I feel confident that he is looking after my best interests and will continue to refer him to my family, friends and colleagues.
I found Paul not to be pushy and explained the various options we could have with full illustrations. He always had plenty of time for our questions.Would 100% recommend him.
Howard is very down to earth so you understand what he is telling you and very honest so you know that he is telling you what is best for you and not him!
Although we have only known Paul for around 18 months during this time we have always found him to be not only a very likeable person but one that is very easy to talk to, patient and willing to explain information at a level we can understand. That’s very important to us! Once that he understood both our attitudes to risk and the reason why we had consulted him in the first place he was soon able to reassure us and come up with a suitable plan. We would have no hesitation in recommending him to someone in the same situation.
"Howard's experience and knowledge shines through, and he is dedicated to supplying a top-notch solution for all clients."