Investment Planning

Investment Planning Advice in Essex


Investment Planning

Whether you’re an experienced investor or you’re seeing investment advice for the first time, you’ll find there’s an awful lot to consider when deciding when, where and how to make the most of your savings.

But don’t panic. Our Clear Financial Advice investment planning process is designed with you in mind.

Drawing upon 40 years of combined experience, our advisers in Billericay, Essex have created a rigorous ‘get to know you’ process that will provide a comprehensive framework for your investment strategy.

We’ll discuss your needs and expectations, assess and agree your attitude to risk, and find an investment solution that will deliver the growth you need to meet your financial goals.

Our rigorous yet personalised approach to investment planning gives you confidence in your decisions and enables you to build on your wealth knowledgeably and sustainably.

We can help you with:

  • Individual Savings Accounts (ISAs)
  • General Investment Accounts
  • Onshore Investment Bonds
  • Offshore Investment Bonds

When world markets change, what will happen to your investments?

We work to ensure your investment plans are perfectly aligned to your risk profile, and that your portfolio will constantly evolve to keep pace with market conditions.

The state of the global economy will undoubtedly have an impact on your investment performance – but it’s our job to keep risk to a minimum.

Get in touch

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

View our latest Investment Planning blog posts

View our Investment Planning testimonials

  • 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.

  • The Guys at Clearifa really know their market. They offer financial advise that is second to none. highly recommend.

    My Pool Direct Ltd.My Pool Direct Ltd.
  • I have used Howard as my Financial Guru for the past 5 years and also introduced him to several of my clients. Howard has a great knowledge of his industry and is able to provide you with detailed information that helps you to make a decision on how you wish to progress.
    He always keeps you informed of what's going on in the Financial world and I am very happy that he is assisted me to keep on target with my plans.

    Kevin RadfordKevin Radford
  • 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 UserVouchedFor User
  • Paul quickly and simply discussed my issue and gave good advice on how to proceed.

    VouchedFor UserVouchedFor User
  • Excellent service, Clear Financial advice really do give clear financial advice. Would highly recommend.

    Kim Redwood-LeeKim Redwood-LeeBillericay
  • 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.

    Fret WorkFret Work
  • Thank you very much. He was extremely helpful.

    VouchedFor UserVouchedFor 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.

    VouchedFor UserVouchedFor User
  • Cant thank you enough Howard ...very much appreciated, sound advise .. highly recommend

    Paul DadyPaul Dady
  • 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 UserVouchedFor User
  • 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.

  • What were the circumstances that caused you to look for a financial adviser?

    I was made redundant and looking at what to do with pensions i held and need for annuities and required income

    How did Howard Bullock help you?

    After review of finances came up with a plan and recommendations meeting our needs for the future

    Have you seen the outcome you were hoping for?

    Feel we have established what we need for our pensions and funds that we can use

    What could they have done better?


    VouchedFor UserVouchedFor 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 UserVouchedFor User
  • very knowledgeable and honest advice highly recommended and you will not regret engaging Clear Financial advice!

    Terry MaylinTerry MaylinHockley
  • So easy to talk to and straight forward advice

    VouchedFor UserVouchedFor User
  • Paul listened carefully and was incredibly quick to answer all questions and suggest possible solutions. A very impressive and knowledgeable adviser Thank you.

    VouchedFor UserVouchedFor User
  • What were the circumstances that caused you to look for a financial adviser?

    I was looking to move my company pension into my own private pension pot

    How did Paul Davis help you?

    Paul advised the best way to do this, but at the same time advised of the pros and cons of such a movement of pension funds

    Have you seen the outcome you were hoping for?

    Yes, I now have my own pension pot and I can track it’s value via an online tool.

    What could they have done better?

    Nothing could have been better

    VouchedFor UserVouchedFor User
  • A lovely guy! Extremely helpful, kind and understanding.

    VouchedFor UserVouchedFor User
  • Paul gave clear and helpful advice and support with prompt responses in a time-critical situation

    VouchedFor UserVouchedFor User

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