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

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

Paul was recommended to me by a colleague, i am always very guarded when speaking with professional finance people but Paul was very different from the usual, he was extremely helpful, he listened to my needs and offered me lots of different options, he explained everything very thoroughly and always conducted himself very professionally.I trusted him 100% with my financial needs and his advice has put me in a very comfortable position.I have since recommended him to other members of my family and a lot of my friends/business colleagues.I would thoroughly recommend him for all your financial planning needs.

Patrick O’Callaghan

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.

Howard consistently offers a broad range of financial services – all of which he seems to have a deep understanding. The advice I have received has been tailor made to my own personal situation and it has been this individual attention to detail, coupled with a wide range of products , that sets Howard apart from any other financial advisers I have come across.

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.

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!

Review from Verified ClientVouchedfor - Verified Client