Investment Planning

Investment Planning Advice in Essex

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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

  • This man will never be a politician. He answered my questions, clearly and without any BS. I would recommend this man without hesitation.

    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
  • 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
  • Fantastic knowledge and advise given, Really impressed.

    Craig NichollsCraig Nicholls
  • Cant thank you enough Howard ...very much appreciated, sound advise .. highly recommend

    Paul DadyPaul Dady
  • very knowledgeable and honest advice highly recommended and you will not regret engaging Clear Financial advice!

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

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

    VouchedFor UserVouchedFor 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

    VouchedFor UserVouchedFor User
  • 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 BoothPaul Booth
  • Paul quickly and simply discussed my issue and gave good advice on how to proceed.

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

    Kim Redwood-LeeKim Redwood-LeeBillericay
  • 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
  • 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
  • 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.

    BernardBernard
  • Thank you very much. He was extremely helpful.

    VouchedFor UserVouchedFor User
  • 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
  • So easy to talk to and straight forward advice

    VouchedFor UserVouchedFor User

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