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

Paul is very easy to talk to,most helpful and always ready to explain fully and queries. I have always been more than pleaseed with his service to me.

Edith

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.

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 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!

Paul has been our financial adviser for many years and has helped us with general investments and pension provision. We have always found him to be approachable, trustworthy and reliable. He understands our attitude to risk and our need to be cautious investors and has explained thoroughly and in simple terms any possible changes that might affect us. He keeps us regularly updated with our investments and is always available to give us advice on any other financial problems which may occur. We would not hesitate to recommend him to others.

Eddy

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.

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