Financial Advice
for Businesses

Get clear, practical financial advice for your business that supports your wider exit or retirement goals.

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.

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Business Services

Manage your corporate finances effectively to create a business that enables you to live the life you deserve.

Retirement Planning

Retirement Planning

Save confidently for your retirement and enjoy a comfortable, consistent income from your pensions and other investments.

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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.

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Step One

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.

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Step Two

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.

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Step Three

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.

find out more

Financial Passport from Clear Financial Advice

View testimonials from our “Business Owner” clients

  • 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.

    StewartStewart
  • Howard’s whole of market access to investment products, along with his knowledge and ethics sets him apart from the competition. A true professional in his field and one that we can highly recommend.

    Dean CaldonDean Caldon
  • very knowledgeable and honest advice highly recommended and you will not regret engaging Clear Financial advice!

    Terry MaylinTerry MaylinHockley
  • A lovely guy! Extremely helpful, kind and understanding.

    VouchedFor UserVouchedFor User
  • The Guys at Clearifa really know their market. They offer financial advise that is second to none. highly recommend.

    My Pool Direct Ltd.My Pool Direct Ltd.
  • 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.

    VouchedFor UserVouchedFor User
  • 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.

    VouchedFor UserVouchedFor User
  • 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

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

    VouchedFor UserVouchedFor User
  • Paul gave clear and helpful advice and support with prompt responses in a time-critical situation

    VouchedFor UserVouchedFor User
  • 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.

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

    VouchedFor UserVouchedFor User
  • Cant thank you enough Howard ...very much appreciated, sound advise .. highly recommend

    Paul DadyPaul Dady
  • 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.

    VouchedFor UserVouchedFor User
  • 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.

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

    VouchedFor UserVouchedFor User
  • Fantastic knowledge and advise given, Really impressed.

    Craig NichollsCraig Nicholls
  • So easy to talk to and straight forward advice

    VouchedFor UserVouchedFor User
  • Howard Bullock was an incredibly pleasant and informative chap. He clearly explained all of the details that were required to my wife and I, and we made an informed decision. We are very pleased with the savings that we made and the services provided by Howard and his company Clear Financial advice and I would highly recommend him to anyone else.

    Scott GriffithsScott GriffithsBrentwood
  • 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.

    VouchedFor UserVouchedFor User