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Services


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Protection

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Retirement Planning

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Investments

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Inheritance Tax

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Employee Benefits

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Feedback from our clients

Howard consistently offers a broad range of financial services – all of which he seems to have a deep understanding. The advice I have received has been tailor made to my own personal situation and it has been this individual attention to detail, coupled with a wide range of products , that sets Howard apart from any other financial advisers I have come across.

Howard explains what he is going to do in a calm, confident and readily understandable way. He is excellent at explaining exactly what he is proposing to do and how much it is going to cost. Whatever I wish to discuss with Howard, he has the ability to give all the reassurance I need.

Howard clearly explains to you the reasoning behind his decisions . He is really helpful in assisting you in making the right decisions on investing safely by providing information on fund I choose but also providing alternatives that I might like to think about. He is also proactive in his approach to safeguarding my investments.

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.

Bernard

My wife and I found Howard to be very clear and structured in all of our dealings with him. Investments: Various options were put to us that were felt to meet the requirements we had outlined. All of these were discussed at length before a “best fit” was agreed upon.Pensions: Both of our pension portfolios were analised to appraise where they were and whether or not any action should be taken to ensure that these would meet our expectations. Howard gave our finances the “health check” that was required and we are very happy with the results.

My Advisor Howard Bullock of Clear Financial Advice gives me prompt clear advice regarding my Pension and Investments. Howard will say if h3e can help improve my investments or if they should stay where they are. I have been extremely please with the service form Clear Financial Advice and will continue to refer them to my own contacts.

Review from Verified ClientVouchedfor - Verified Client