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

Paul is very easy to talk to,most helpful and always ready to explain fully and queries. I have always been more than pleaseed with his service to me.

Edith

Thoroughly impressed with Howards advice and whole professional manner. He clearly explained all of the options to me and educated me through the processes. I feel confident that he is looking after my best interests and will continue to refer him to my family, friends and colleagues.

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.

Bernard

I found Paul not to be pushy and explained the various options we could have with full illustrations. He always had plenty of time for our questions.Would 100% recommend him.

Audrey

I initially spoke to Howard in 2011 regarding some funds we had sitting in a savings account earning little or no interest. As my knowledge of investments was limited Howard explained everything clearly so I totally understood where and why it would be a good idea to invest my money in certain areas. He gave us variousWe were told what the costs were in total prior to signing any paperwork so that we knew exactly what we were paying for.Since then I have used the services of Howard Bullock on several occasions and would have no hesitation in recommending him and already have done.

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.

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