Investments

Investments

Services

Investments

Whether an experienced investor, or an amateur…you’ll find there’s an awful lot to consider when deciding when, where and how to invest your savings for growth or to supplement your income.

That’s why our Clear Financial Advice investment process is designed with you in mind.

We’ve brought to bear over 40 years of combined experience, to create a logical framework through which we can discuss your needs and expectations, assess and agree your attitude to risk and ultimately formulate an investment solution to match your requirements.

A rigorous approach that clients say time and time again gives them confidence in their resulting choice of investments.

  • Individual Savings Accounts
  • General Investment Accounts
  • Onshore Investment Bonds
  • Offshore Investment Bonds

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When world markets change, what happens to your investments?

At Clear Financial Advice our investment solutions are perfectly aligned to your risk profile, and constantly evolve to keep pace with market conditions.

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Feedback from our clients

We have known Paul for approximately 6 or 7 years and have found him to be very professional and give sound advice. We have always found him to be very approachable and easy to contact with any problems or queries. Would thoroughly recommend him.

Ron & Pat

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

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 clearly explains to you the reasoning behind his decisions . He is really helpful in assisting you in making the right decisions on investing safely by providing information on fund I choose but also providing alternatives that I might like to think about. He is also proactive in his approach to safeguarding my investments.

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.

Paul has proved to be approachable, responsive and willing to go the extra mile. These are difficult times to find a decent return on savings and investments and my final judgement of Paul will be based on the return we receive over a period of 3 to 5 years. From my dealings with Paul I have formed a positive view of his ability and I would be happy to recommend him to others. His patience and tolerance of my many uninformed questions has been greatly appreciated.

Don
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