Business Financial Planning

We offer expert financial planning advice to business owners seeking financial clarity.

Business Financial Planning

It’s not pleasant to think about what might happen if you, a colleague or a family member gets sick or passes away – but being able to set financial issues aside at emotionally difficult times such as these cannot be overlooked. This is why it’s so important to secure the right protection insurance advice from day one.

At Clear Financial Advice in Billericay, Essex, we take a logical approach to financial protection. We’ll unearth the gaps in your existing protection policies before suggesting a realistic way to plug them, giving you complete peace of mind that if the worst should happen, your affairs will be handled quickly and sensitively.

Our advisors can help you find the following protection insurance products:

Get unrivalled support and clarity of thinking from a corporate financial planning team in Billericay, Essex that truly understands your unique challenges.

When it comes to providing financial advice for business owners, our aim is simple. We want to help ambitious individuals like you secure a more positive financial future for yourself and your loved ones, all while remaining financially resilient to internal and external change.

We can also make sure you’re making the most of your annual and lifetime allowances, and that your choice of pension is designed to help you meet your financial objectives.

We can help you arrange:

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

What does automatic enrolment mean to your business?

As of October 2019, every qualifying business in the UK needs to make sure they are offering a suitable workplace pension scheme to their staff. For help finding the best pension solution for yourself and for your team, or for advice on how to navigate the new auto enrolment rules, speak to Clear Financial Advice today.

Protect & grow your organisation with employee benefits

We can help you buy employee benefits directly from some of the biggest insurance companies in the UK, as well as arrange suitable protection insurance. We can also securely store all your important documents for future reference.

Get in touch

Can we help you with any BUsiness Services matters?
Please contact us today and we’d be very happy to start a conversation with you.

View our latest Business Services blog posts

View our Business Services testimonials

VouchedFor User
Thank you very much. He was extremely helpful.
Craig Nicholls
Fantastic knowledge and advise given, Really impressed.
VouchedFor User
He had the answers I needed , I would use him again for any Financial issues.
My Pool Direct Ltd.
The Guys at Clearifa really know their market. They offer financial advise that is second to none. highly recommend.
Jo JonesBrentwood
I would highly recommend clear financial advice, very knowledgeable and professional at all times.
VouchedFor User
Paul quickly and simply discussed my issue and gave good advice on how to proceed.
Kim Redwood-LeeBillericay
Excellent service, Clear Financial advice really do give clear financial advice. Would highly recommend.
VouchedFor User
So easy to talk to and straight forward advice
VouchedFor User
What were the circumstances that caused you to look for a financial adviser?

Knowledge and experience

How did Howard Bullock help you?

First class service and advice from Howard and his team are always efficient and nice to deal with - as is Howard. I always recommend Howard to my clients and other associates.

Have you seen the outcome you were hoping for?

Yes without doubt

What could they have done better?

I cannot think how they could improve further.
VouchedFor User
Howard is very warm and personable, his vast wealth of financial expertise is the reason my family and I will be using him and his accomplished team going forward. Would highly recommend.
VouchedFor User
Paul gave clear and helpful advice and support with prompt responses in a time-critical situation
VouchedFor User
This man will never be a politician. He answered my questions, clearly and without any BS. I would recommend this man without hesitation.
VouchedFor User
A lovely guy! Extremely helpful, kind and understanding.
VouchedFor User
I contacted VouchedFor for a free initial consultation, and Paul contacted me quickly, in response. His manner was very friendly and professional - I felt very at ease talking to him. If I require further advice in the future, I would definitely consider contacting Paul.
VouchedFor User
Very helpful and took onboard my needs of reaching out to a Financial Adviser. He took time to listen and give feedback on what my possible options were. I am currently digesting the advice/feedback he gave and Paul has kindly offered to assist me with the subject matter we discussed in a future call. I am grateful for Paul's time and patience. A very switched on individual and talked to me in terminology that I understood - didn't blind me with science, which was the result I had wished for.
Fret Work
Howard, at Clear, has supplied financial services and advice for a wide circle of colleagues and close friends. His experience and knowledge shines through, and he is dedicated to supplying a top-notch solution for all clients.
Paul Dady
Cant thank you enough Howard ...very much appreciated, sound advise .. highly recommend
Terry MaylinHockley
very knowledgeable and honest advice highly recommended and you will not regret engaging Clear Financial advice!
Paul Booth
I am pleased to be able to refer clients to Howard Bullock because he has alot of experience in investment products and is able to provide professional and honest advice, He is there to help as opposed to just trying to sell products to gain a commission.
VouchedFor User
What were the circumstances that caused you to look for a financial adviser?

I’m financially clueless

How did Howard Bullock help you?

Advice and support

Have you seen the outcome you were hoping for?

Yes but ongoing

What could they have done better?

Nothing

Get complete peace of mind
with your very own free Financial Passport

There are many practical issues to manage when someone becomes seriously ill or passes away. Reassuringly, you can now document your family’s financial affairs in one place using our helpful Financial Passport.

find out more

Financial Passport from Clear Financial Advice

Business Financial Planning

We offer expert financial planning advice to business owners seeking financial clarity.