Who are you?
You’ve found your way in the world. You’ve put everyone else first for years. Now it’s time to start looking to your own future. One that’s not only comfortable, but that rewards you for all your hard work.
Deciding on the path that will lead you to a beautiful retirement can feel daunting – but you must act sooner rather than later if you want to enjoy later life to the fullest. You need to calculate how much your ideal lifestyle will cost, and ensure you have a strategy in place that will generate enough money to pay for it.
How we can help
With a reputation for logical, straightforward retirement planning advice, our team can help you put together a retirement plan that will give you the standard of living you deserve in your golden years.
From pension plans to annuities, ‘third way’ products to unsecured income, we’ll explore all the options available and help you navigate the government’s latest legislation to ensure no stone is left unturned where your future income is concerned.
Save confidently for your retirement and enjoy a comfortable, consistent income from your pensions and other investments.
Place your money and assets into investment solutions that will generate an impressive yield without exposing you to unnecessary risk.
Plan ahead to protect your estate and make sure as much of your wealth is passed on to your loved ones as possible.
We give clients the Clear Advice Advantage
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 advisor 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.
Get complete peace of mind
with your very own free Financial Passport
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.