Very few of us receive inheritances of life-changing amounts… or win the lottery. This means that we have to work to generate income, and to turn this into wealth creation. This includes both financial planning and the management of cash, an area that is often overlooked in a time of low interest rates.
This takes discipline, and sensible investing in a diversified way that fits within your risk profile, and the effect of compound growth over time can be transformational.
Financial planning
At Clear Solutions Wealth & Tax Management, we aim to help you secure the financial future that you desire, looking at every aspect of your finances to ensure you can achieve your financial goals. Our Financial Planning service is built entirely around you, your life and your business needs, which includes your personal and financial goals.
How does the Financial Planning process work?
Financial Planning is one of our most popular and key services. Our bespoke approach is tailored solely to your specific needs and situation. Due to the amount of time we dedicate to the financial planning process to ensure we can help you to meet your financial goals, we limit the number of people we work with.
As part of our selection and matching process, we would start with a face to face ‘Discovery Meeting’. This is at our cost and there is no obligation for either of us to take matters further. Following this meeting, if you have a great plan already that we cannot improve upon, then we will happily advise you of this. However, if we believe we can add value to your financial plans, we can start working on your journey towards a securer financial future.
Is your current investment strategy reaping the right level of returns? Are you interested in diversifying your portfolio?
For an investments review, please
Will your private or final salary pensions give you the income you really need? Worried about whether you’ll be facing a comfortable retirement?
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. When the Chartered Insurance InstituteI relinquished their UK licence to maintain the above awards, Clear Solutions withdrew from the accreditation and no longer hold either accreditation.
