Business Services

Business Services

Services

Business Services

Our approach to business financial planning is pragmatic and straight-forward.  Our aim is simple.  To help business owners secure a positive financial future, whilst reducing vulnerability to both external and internal change.

Working as a trusted partner, we are relied upon by clients to help them understand existing challenges and prepare for those that may lie ahead.

Drawing on 40 years of combined experience to provide seasoned support, clarity of thinking and a solution suited to the evolving needs of your business.

  • Employee Benefits
  • Key-Person Cover
  • Shareholder / Partnership Protection
  • Group Life / Critical Illness Cover
  • Group Income Protection
  • Executive Income Protection
  • Group Personal Pensions
  • Auto-Enrolled Pensions
  • Corporate Investments
  • Relevant life plans
  • Group private medical insurance

Workplace Pensions: Automatic Enrolment

October 2019 is the deadline for automatic enrolment.  This means you must set up a workplace pension scheme, if you don’t already offer one.  Alternatively, take steps to ensure that your existing scheme meets the new automatic enrolment rules.

We can help

Call Clear IFA

Protect & grow your business

Employee benefits are a great way to grow your business, whilst also protecting it.  Our Employee Benefits portal is a place where small businesses can buy employee benefits direct from some of the biggest insurance companies in the UK.  You can save your search, or buy your employee benefit policy straight away.  You can also arrange business protection to help safeguard the future of your business, and securely store all employee benefit documentation.

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Feedback from our clients

I initially spoke to Howard in 2011 regarding some funds we had sitting in a savings account earning little or no interest. As my knowledge of investments was limited Howard explained everything clearly so I totally understood where and why it would be a good idea to invest my money in certain areas. He gave us variousWe were told what the costs were in total prior to signing any paperwork so that we knew exactly what we were paying for.Since then I have used the services of Howard Bullock on several occasions and would have no hesitation in recommending him and already have done.

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

Howard is very down to earth so you understand what he is telling you and very honest so you know that he is telling you what is best for you and not him!

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.

Thoroughly impressed with Howards advice and whole professional manner. He clearly explained all of the options to me and educated me through the processes. I feel confident that he is looking after my best interests and will continue to refer him to my family, friends and colleagues.

Although we have only known Paul for around 18 months during this time we have always found him to be not only a very likeable person but one that is very easy to talk to, patient and willing to explain information at a level we can understand. That’s very important to us! Once that he understood both our attitudes to risk and the reason why we had consulted him in the first place he was soon able to reassure us and come up with a suitable plan. We would have no hesitation in recommending him to someone in the same situation.

Alison
Review from Verified ClientVouchedfor - Verified Client