Investment Planning

Thank you very much. He was extremely helpful.

A lovely guy! Extremely helpful, kind and understanding.

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?

Nothing

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.

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.

So easy to talk to and straight forward advice

Howard’s whole of market access to investment products, along with his knowledge and ethics sets him apart from the competition. A true professional in his field and one that we can highly recommend.

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

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

He had the answers I needed , I would use him again for any Financial issues.

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.

I would highly recommend clear financial advice, very knowledgeable and professional at all times.

Fantastic knowledge and advise given, Really impressed.

very knowledgeable and honest advice highly recommended and you will not regret engaging Clear Financial advice!

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.

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 gave clear and helpful advice and support with prompt responses in a time-critical situation

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.

Paul quickly and simply discussed my issue and gave good advice on how to proceed.

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.