Delivering Clear Solutions to Our Clients
Who do you place your trust in when it comes to managing your finances? You need to find a firm that will deliver on its promises and who will be there for the long haul. They need to have a proven, qualified technical background to be able to support you in every area of financial planning. And that’s why our clients stay with us for the long-term.
Whether you simply want to reduce financial ‘clutter’ and stress, or become financially free, we work with clients who share our values: to be successful and to achieve a lifestyle balance. By helping you make the right decisions and always keeping your best interests at heart, we can help you to maximise your returns from investments by expertly managing your finances.
How can we help you?
Clear Solutions provides an independent private wealth and tax planning advice to a select number of business people with highly complex affairs. We are fully committed to delivering objective, personal and professional advice to:
- Remove financial worry, giving you a clearer financial perspective
- Protect your hard-earned wealth and your family’s lifestyle
- Help you to enjoy your working life and your retirement
Our practice is focused on providing completely independent unbiased financial advice, with every client being given a named consultant and an office-based point of contact. Coaching you through the entire financial process, we guarantee:
- Transparent, unbiased and impartial advice
- Specialist financial planning and tax planning
- Delivered punctually and in plain English
Who are we?
We are an award-winning wealth management and financial planning firm based in Derbyshire and the West Midlands. We are a Chartered firm comprising of 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. Even our back-office staff are more highly qualified than many advisers. 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.
As our client, helping you is the most important part of what we do. We endeavour to offer the highest level of customer service at all times. Furthermore, we offer a simple guarantee to everyone who selects our Full Financial Planning service: If you feel that we haven’t added value to your situation by the end of the process, don’t pay us – we’re both confident and clear about our solutions.
Our Multi-award Winning Financial Planning Team
Stephen Jones, Chartered Financial Planner & Managing Director
Stephen has a vast knowledge of Tax Planning practices and tools. Appearing regularly on BBC radio and on national television, Stephen has decades of experience as a Financial Adviser. One of the first consultants to become a Fellow of the Personal Finance Society, he also holds the status of Chartered Financial Planner, Certified Financial Planner and European Financial Planner. Moreover, he was joint first to receive the ISO22222 standard for financial planners, leading Clear Solutions to become the first advisory firm to be awarded the BS8577 Professional Practice Award from the Chartered Insurance Institute. For many years, he was an assessor at this institute. Outside of work, he’s a past President of the Professional Institutes Network West Midlands – the largest affiliation of professional bodies in the UK.
Ajmer Somal, Independent Member of the Investment Committee
Ajmer Somal is a Chartered Financial Planner, Certified Financial Planner and European Financial Planner. He also is a Fellow of the Personal Financial Society, Gaining an honours degree in Business Studies from Nottingham Trent University. With over 20 years experience, Ajmer has extensive experience servicing a sizeable client base and brings his expertise in Financial Planning and Investment Planning to the Independent Investment Committee.
E.C. ‘Tony’ Wynne, Independent Member of the Investment Committee
Tony is a Chartered Financial Planner, holding many financial planning certificates. Gaining an honours degree in Economics & Political Science from the University of Wales, he has written for Money Observer and the Society of Financial Advisers, as well as addressing conferences in the UK and overseas. Tony became a financial adviser in 1989 and is approved by the Universities Superannuation Scheme to advise its members.
Mandy Mitchell, Senior Administrative Support
Mandy has over 14 years providing the administrative support required to deliver outstanding service to clients. She is very much ‘hands on’ and ‘front of house’ and will normally be the voice you first hear when calling us and be the one to chase up those small but essential points.
Trust us… we’re experts
Our Advisers hold Chartered and Certified qualifications, ranking amongst the highest in the profession. Our highly qualified team of experts are above the FCA minimum standard for advisers. In 2008, we were the first joint practice to be awarded the new British Standards ISO 22222 International Financial Planning Standard by the Chartered Insurance Institute. Our Managing Director was asked to be an assessor of the new standard helping to disseminate ‘best practice’. This measures the ability to deliver a consistent holistic financial planning service to an extremely high technical standard. In 2013, we became the only firm to be awarded the BS85777 accreditation by the Chartered Insurance Institute.