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

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!

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

Paul provided impartial, honest and considered advice after listening and considering my needs. His advice proved to be accurate, but most importantly he responded when he said he would and did what he said he would do! This is a basic thing – but not often carried out! I would have no hesitation in recommending Paul in the future.

Stewart

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.

Paul was recommended to me by a colleague, i am always very guarded when speaking with professional finance people but Paul was very different from the usual, he was extremely helpful, he listened to my needs and offered me lots of different options, he explained everything very thoroughly and always conducted himself very professionally.I trusted him 100% with my financial needs and his advice has put me in a very comfortable position.I have since recommended him to other members of my family and a lot of my friends/business colleagues.I would thoroughly recommend him for all your financial planning needs.

Patrick O’Callaghan

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
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