Investment Planning

Thank you very much. He was extremely helpful.

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.

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

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

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.

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

The Guys at Clearifa really know their market. They offer financial advise that is second to none. highly recommend.

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.

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.

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

Excellent service, Clear Financial advice really do give clear financial advice. Would highly recommend.

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

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

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

Fantastic knowledge and advise given, Really impressed.

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.

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.

Cant thank you enough Howard ...very much appreciated, sound advise .. highly recommend

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.