News
Pensions – Breaking Away from The Pack

16 February 2021
Most of us are likely to have paid into more than just one defined contribution pension pot if you have had more than one job. This means there is considerable demand for…
Read MoreEconomic Recovery Continues at End Of 2020

5 February 2021
Economic Recovery Continues at End Of 2020 Reports from investment bank JP Morgan & the Purchase Managers Index (PMI) have shown that the rate of global economic expansion remained consistent…
Read MoreClients Rate Our Annual Review Service Highly!

1 February 2021
Over the last month, clients have been feeding back on how we've done in the last year and we'd just like to first take the time to thank every one…
Read MoreNS&I to Slash Interest Rates in November

30 November 2020
The government-backed organisation, National Savings & Investments (NS&I) have announced they will cut interest rates for their Direct Savers accounts from 1% to 0.15% and the return on income bonds…
Read MoreDon’t let the media obscure your financial decisions

26 November 2020
Like how the fashion industry distorts beauty standards through photoshopping and airbrushing, many black hat financial news outlets will use hyperbole to panic their audience and keep them engaged. It…
Read MoreTURBULENT 2020: HOW HAS THIS IMPACTED FINANCIAL HEALTH

16 October 2020
The coronavirus pandemic has caused a shake up to public health concerns and this is not just an isolated issue associated with physical health. Research conducted by Opinium of 10,000…
Read MoreEarning potential vs Wealth potential

29 September 2020
Why do some of the highest earners finish their careers with little to show for it...? One hypothesis is that the skills required to generate high incomes differ from those…
Read MoreYoung People and Their Pensions

26 September 2020
However, starting early and contributing small amounts at the beginning of your career can make a big difference once you come to retire. One calculation that can help you to…
Read MoreWe asked John Donnelly what makes a great adviser?

26 September 2020
“A great adviser in today’s current climate needs to understand the needs of their clients now and across their lifetime. This can only be done through years of relationship building…
Read MoreCFA TEAM NEWS – NEW ADDITION TO THE TEAM

11 September 2020
September 11, 2020 New Addition to the Team Ross McMullen (CertDigM) is a new starter this week joining us after recently graduating from Plymouth Business School with a first-class honours…
Read MoreIt is always nice to receive such lovely comments from clients.

17 June 2020
I have known Barry Greening for the past 15 years and during this time he has always given me sound investment and pension advice. This enabled me to initially consolidate…
Read MoreCoronavirus Job Retention Scheme

17 April 2020
Do you have any employees that have been furloughed? The portal where claims can be made will be launched by HMRC on 20 April 2020. HMRC are expecting their phone…
Read MoreFinancial Challenges Guide – Covid-19

30 March 2020
Please see our guide for those who maybe facing financial challenges during the Coronavirus pandemic. Click on the text below to download our guide. Financial Challenges Guide
Read MoreCFA launches Clear Minds: a new mental health charity

5 November 2019
You may be aware that 10th October every year is designated as World Mental Health day - a day where health professionals, charities and the media shine a spotlight on…
Read More“What the wise do in the beginning, fools do in the end.”

4 March 2019
A quote from world renowned US investor Warren Buffet. His view is that when the wise (unfortunately this denotes a minority) find a new idea that is successful you will…
Read MoreScam Alert from Action Fraud!

22 February 2019
Action Fraud have received several reports where fraudsters are claiming to be landlords of properties offered for rent online. Prior to a viewing the suspect requests that the individuals pay…
Read MoreWe are absolutely thrilled to have been awarded #BS8577 by Standards International Ltd.

7 November 2018
BS 8577 is a British Standard designed to assess and award financial planning firms who can demonstrate that they have the operational framework in place to deliver a first class…
Read MoreWorld Mental Health Day 2018

10 October 2018
1 in 4 people in the world will be affected by mental illness. However, in England alone there are 1 in 6 people reporting a common mental health problem, such…
Read MoreWhen will it end?

3 October 2017
The second longest global recovery in markets post war has been prosperous for investors and savers alike since the banking crisis of 2008. 2 small corrections since this event (The…
Read MoreNew Premises!

26 June 2017
We are excited to confirm that we moved on Friday 23rd June and are settling in to our new office in Banstead. The full address can be found under the…
Read MoreTeam Success…

9 June 2017
“Team members at Clear have been enjoying exam success over the past few months. Anna has successfully completed her CII Level 4 Diploma in Regulated Financial Planning. Nicky has received…
Read MoreBudget U-turn

16 March 2017
Yesterday saw a rather embarrassing u-turn for the government. The proposed increase to National Insurance contributions for the self-employed has now been scrapped.
Read MoreA few highlights from yesterday’s budget

9 March 2017
The Personal Allowance will increase to £11,500 from April 17. The threshold for higher rate tax payers has increased to £45,000 for the 17/18 tax year. Class 4 National Insurance…
Read MoreSeasons Greetings

22 December 2016
Wishing all our clients a very Merry Christmas and a happy and healthy 2017. Look out for the exciting things we have planned next year to celebrate our 25 years…
Read MoreAre you on the best mortgage deal?

30 November 2016
Are you one of the Millions of borrowers in the UK currently overpaying on your mortgage because you have unwittingly moved onto your lenders standard variable rate? UK households are…
Read MoreAutumn Statement

24 November 2016
The Autumn statement has been announced and the only interesting aspect from the retirement planning perspective is the amount you are allowed to contribute into pension schemes after you have…
Read MoreWill 2016 be called “The Year of the Underdog?”

22 November 2016
Leicester winning the Football Premiership, not even the most ardent Leicester fan would have predicted that? Against all the odds the referendum in the UK won by the Brexiters and…
Read More25 Year Anniversary

3 November 2016
We can proudly announce Clear Financial Advice has just celebrated it's 25 year anniversary. The Company under its former name of Greenridge (Life, Pensions & Mortgage Consultants) commenced trading on…
Read MoreCurrency Exchange

4 October 2014
People become aware of exchange rates when they are going on holiday and are guided by the published tourist rates. However, far better rates can be achieved via various companies…
Read MoreRecent Activity

5 July 2014
The latest discussion regards interest rates indicates an appetite in certain areas for an increase within the next 12 months perhaps. We have enjoyed historically low rates for a long…
Read MoreInheritance Tax

5 June 2014
There is talk of a review of the Inheritance Tax regulations, one of the most controversial and hated tax's currently in place. Currently you can leave up to £325,000 before…
Read MoreMMR (Mortgage Market Review)

5 April 2014
At the end of April things will change regards mortgages. The process will involve more checks and lenders may put tougher criteria on to potential mortgage clients, this will apply…
Read MoreThe Budget

5 March 2014
The recent budget has opened up new opportunities for savers, investments and pensions. The most radical change is to the way we can now manage our pensions and the flexibility…
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