Clear Financial Advice Limited was established in 1991 by the current Managing Director Barry Greening, previously known as Greenridge, the change to the Clear Financial Advice brand was made in 2007 in order to reflect the ethos of the company in giving clear, concise and honest advice to its clients.
Having been established for over 30 years, and with many long standing clients, new clients can feel confident that they are making the right choice when selecting Clear Financial Advice Limited to act for them. Most people come to Clear Financial Advice via recommendations from other clients and professionals, again reflecting the excellent long term reputation of the company.
When you are looking to entrust any part of your financial requirements or planning with an Independent Financial Advisor it is reassuring that the people you are dealing with are experienced, established and have an excellent long term client base.
At Clear Financial Advice Limited we can advise you on all areas of financial planning including tax, personal protection, retirement planning, mortgage advice plus investments and savings. We can also help with other areas such as Trust’s, Will Writing and Healthcare, as well as being able to advise and assist with Insurance requirements and Accountancy
Our clients are spread across various sectors from companies, to individuals with varying requirements, our portfolio of products and extensive long term expertise means we are excellently positioned to address all requirements no matter how little or large!
As mentioned our ethos is to offer clear, concise and honest advice, however, we are also pro-active in ensuring your requirements are up to date and fit your changing circumstances, we have an on-going review process to ensure you have peace of mind regards your investments and financial planning.
At Clear Financial Advice Limited we also work with a number of trusted partners across legal and accountancy. If we cannot help directly we are very happy to help with an introduction to the service you require. Also if you have a preferred organisation in place our aim is always to build long term relationships with our clients and their existing professional advisers.
Please get in touch and we will be happy to review your requirements and answer any questions you may have.
The Financial Conduct Authority does not regulate wills, trusts, tax advice or conveyancing.