Who are you?
As a retiree, you now have the time to enjoy the finer things in life. Perhaps you’re keen to move home or downsize; maybe you want to travel or simply arrange endless days out with the family.
Either way, you know, deep down, that you may not have the money to make these plans happen.
You’ve realised that your cash isn’t going as far as you’d hoped, or that you’re worried about extending your savings into your 70s, 80s and beyond. You know that changes need to be made to your finances if you’re going to maintain your current lifestyle, but you don’t know what to do or where to go for advice you can truly trust.
How we can help
At Clear Financial Advice, we specialise in providing clear, comprehensive advice on all aspects of financial planning for retirees.
It’s our job to help you reorganise your pension plan to maximise your assets, limit your inheritance tax implications and enhance your current lifetime income. Everything we suggest will take your unique situation into account, and our friendly, transparent way of working will ensure you receive an exceptional level of service, always.
Plan ahead to protect your estate and make sure as much of your wealth is passed on to your loved ones as possible.
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.