We listen to our clients

Our starting point with every client is to listen carefully to what they want.

Most want to have freedom from financial worry, particularly later in life. All of them need to have a vision of their future life and finances, which we will help them to articulate. We then have a clear goal to work towards.

Our clients all have different specific aims, and come to us in different life stages. These include the need for:

Wealth creation
Building wealth for your future ambitions
Wealth management
Managing wealth for growth and plotting a secure path through economic ups and downs
Contingency Planning
Protection against unforeseen circumstances and their impact on your income
Planning at retirement
Using all your assets to generate income in retirement
Intergenerational planning
Ensuring that your wealth passes on to the next generation as smoothly as possible

.......and all need to be done as tax efficiently as possible.

Expertise and experience

Stephen Jones founded Clear Solutions Wealth and Tax Planning in 2005. He has built a career in expert financial planning, and attracted to him a team of some of the most expert financial planning and investment professionals in the UK.

We take great pride in having the right expertise for our clients varied needs.

Our advisers have the highest qualifications in our industry, including Chartered Financial Planner, Certified Financial Planner and Fellow of the Personal Finance Society accreditations.

Stephen Jones, our Managing Director has received the accolade of Financial Planner of the Year on several occasions. He has also featured regularly on BBC Radio and on national television as an expert financial planning specialist, and he used to write a monthly column for ‘What Investment’. You can read some of his articles on this site.

This means that we are able to offer the very best advice to our clients, whatever their circumstances.

Who are we?

We are an award-winning wealth management and financial planning firm based in Derbyshire and the West Midlands. We are a Certified Financial Planner (CFP), Chartered Financial Planner and Fellow of the Personal Finance Society (FPFS) accreditations. Our Managing Director has featured regularly on BBC Radio and on national television as an expert financial planning specialist. Plus, we have very close links to a Fellow of the Institute of Actuaries, providing advice on matters such as final salary transfers and structured settlements. What’s more, we have a Chartered Accountant who specialises in tax matters.

Read more about our team or Request a call-back