Financial Advice
for Families

If you’re keen to secure the financial future of your young family, speak to Clear Financial Advice today.

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.

Protection Insurance

Protection

Safeguard the things that matter the most with tailored life cover, critical illness cover and income protection insurance.

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

Read our latest blog posts specifically for our “Family” clients

View testimonials from our “Family” clients

  • 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
  • I would highly recommend clear financial advice, very knowledgeable and professional at all times.

    Jo JonesJo JonesBrentwood
  • Thank you very much. He was extremely helpful.

    VouchedFor UserVouchedFor User
  • I am pleased to be able to refer clients to Howard Bullock because he has alot of experience in investment products and is able to provide professional and honest advice, He is there to help as opposed to just trying to sell products to gain a commission.

    Paul BoothPaul Booth
  • 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
  • Cant thank you enough Howard ...very much appreciated, sound advise .. highly recommend

    Paul DadyPaul Dady
  • 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
  • A lovely guy! Extremely helpful, kind and understanding.

    VouchedFor UserVouchedFor User
  • 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
  • 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
  • He had the answers I needed , I would use him again for any Financial issues.

    VouchedFor UserVouchedFor User
  • Really professional service. Howard gave us excellent advice and has managed us through a rather complicated process of merging pensions without any hassle. Feel so happy to have him there for future financial advice and investment planning.

    Jill WillisJill WillisBillericay
  • Paul quickly and simply discussed my issue and gave good advice on how to proceed.

    VouchedFor UserVouchedFor User
  • Howard helped arrange my life insurance, he was very patient, thorough and professional, and I wouldn't hesitate to recommend him.

    Stuart SmallksStuart SmallksBrentwood
  • 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.
  • 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
  • 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
  • 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
  • Fantastic knowledge and advise given, Really impressed.

    Craig NichollsCraig Nicholls
  • very knowledgeable and honest advice highly recommended and you will not regret engaging Clear Financial advice!

    Terry MaylinTerry MaylinHockley