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

Howard is very down to earth so you understand what he is telling you and very honest so you know that he is telling you what is best for you and not him!

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.

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

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

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.

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