Who are you?
Generally, you’ve taken a DIY approach to your finances. You’ve dabbled in investments, set up numerous pension plans and perhaps even taken a chance on some higher risk plans in the past. You wouldn’t say you’re a financial expert, but so far, you’ve been confident in your choices.
Now, however, you’re questioning whether your money is working hard enough in today’s volatile, low-return world. You’re worried that you’re no longer ahead of the curve where your cash and assets are concerned. You need a second opinion – and, eventually, you want to leave the management of your financial affairs in somebody else’s capable hands.
How we can help
Times change. Markets grow, markets fall. The team at Clear Financial Advice are here to help you develop a portfolio that delivers maximum value, regardless of what’s happening in the global economy – so you know you’ll always be on track to realise your greatest financial ambitions.
You can trust our straight-talking independent financial advisors to put you firmly on the path to financial freedom. We’ll always work with your broader goals in mind, and we’ll deliver expert guidance in a refreshingly honest and transparent way.
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.