Welcome to a world of Holistic Financial Planning. Welcome to a world where your goals and objectives are the most important thing. Welcome to our world. Whether you are looking for help with tax issues, retirement planning and advice, investment advice or many more financial advice based subject areas – (we deal with the lot!) – you have to understand one thing. WE aren’t about ‘product placement’; I.E. “You are in this situation, therefore this financial product is for you, now be on your way”. We talk, we understand, and once we are clear we help you work out a plan to achieve the objectives that you decide upon, and fit the most relevant products into that plan where necessary. This is the Holistic Financial Planning process in its purest form. This is how we operate.
Find out more www.clearsolutionsifa.co.uk
2016 – Finalist for Financial Adviser of the Year
2015 – Shortlisted for Financial Adviser of the Year