Protection Planning

Protection Planning is often greatly misunderstood. Many people instantly think of mortgage protection, life assurance, income protection or critical illness cover, but its how these products relate to your situation that matters the most. The main purpose of having suitable protection in place is to safeguard your future and your loved ones, should the worst happen. This involves understanding your personal and business circumstances, and the potential impact of unexpected life changes.

At Clear Solutions, Protection Planning is not just about offering you a product, its about preparing for the unforeseeable. Unfortunately, none of us will escape death, and many of us could face a serious illness or a major lifestyle change in the future, such as divorce, fluctuating wealth due to losing a job, or a big business loss. By being fully prepared and protected in advance, you will greatly reduce the impact of such traumas on you, your family and your business.

When it comes to effective Protection Planning, we will provide you with a clear pathway using a robust financial planning framework. This minimises the impact of unexpected events on both you and those around you. This may involve a product or simply restructuring the protection you already have in place, but most importantly of all, you will gain a full understanding of any risks that may affect you in the future.

Our role is to make it clear: Protection Planning prepares you for your future and protects those you love the most.

Speak to one of our team today.

Our Guarantee

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.

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.

Ways to contact us

Clear Solutions Wealth and Tax Management Ltd are registered with the Financial Conduct Authority. Registration Number 429206-007

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