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

The last adviser i had was very friendly and easy going but i felt that i made most of the decisions , Howard is also very easy to get on with but has come up with suggestions that fit with my plan.I like to feel that my advisor is listening to me and then together we can agree on the best way forward, i have found Howard very good in this respect.

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

Howard Bullock, explains the whole process in a language I understand without using too much jargon. He is completely transparent when it comes to charges for the work they do. He is super efficient and paperwork is completed immediately and should I have a query I just email and I am met with an answer straight away.

My wife and I found Howard to be very clear and structured in all of our dealings with him. Investments: Various options were put to us that were felt to meet the requirements we had outlined. All of these were discussed at length before a “best fit” was agreed upon.Pensions: Both of our pension portfolios were analised to appraise where they were and whether or not any action should be taken to ensure that these would meet our expectations. Howard gave our finances the “health check” that was required and we are very happy with the results.

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.

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.

Stewart
Review from Verified ClientVouchedfor - Verified Client