Investment Planning

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.

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

He had the answers I needed , I would use him again for any Financial issues.

very knowledgeable and honest advice highly recommended and you will not regret engaging Clear Financial advice!

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.

A lovely guy! Extremely helpful, kind and understanding.

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 listened carefully and was incredibly quick to answer all questions and suggest possible solutions. A very impressive and knowledgeable adviser Thank you.

Fantastic knowledge and advise given, Really impressed.

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.

So easy to talk to and straight forward advice

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

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.

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

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

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.

Thank you very much. He was extremely helpful.

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

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.