Who are you?
As a determined individual with an entrepreneurial spirit, you’re now in the throes of running – and growing – your business. Your days demand a lot from you, and you rarely have the time to review your personal finances, let alone look at how your business can support your long-term wealth, or decide how you’re eventually going to exit your own organisation. You also wonder if you could be incentivising your staff and retaining more talent by offering employees better renumeration packages.
You know this stuff matters. But because life is so busy, you need a team of advisors who can take the lead on all aspects of your business finance.
How we can help
Whether you’re new to self-employment or you’re a director who’s rapidly approaching retirement, the team at Clear Financial Advice can guide you through the financial planning process and make sure you’re on track for a bright financial future.
From arranging adequate insurance cover to suggesting high yielding corporate investments, we can manage every aspect of your firm’s financial footprint to benefit you and your greatest assets: your people.
Manage your corporate finances effectively to create a business that enables you to live the life you deserve.
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.
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.