Who are you?
You’re well and truly immersed in adult life. You may be paying off a mortgage, contributing to your pension, and saving diligently for your children’s future. But when it comes to financial self-confidence, you have a long way to go.
You’re worried that you’re not making use of every opportunity to grow your money. You understand that not planning ahead could have serious implications for your family’s future, but you’re lacking the knowledge and experience you need to develop a solid financial plan and stick to it.
How we can help
You can trust Clear Financial Advice to identify your family’s financial goals, then put together a clear, sustainable strategy that will help you achieve them. Our advisors will always explain your options in a clear, jargon-free way, so you have the information you need to make the right decisions – and we’ll make sure you avoid the common pitfalls that can eat into your wealth over time.
Follow our advice, and you’ll soon be laying the foundations for a fulfilling, financially secure life for yourself and the people closest to you.
Safeguard the things that matter the most with tailored life cover, critical illness cover and income protection insurance.
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.