Clearview Financial Consultants
Reviews and Ratings for Financial adviser James Drake, Norwich

Welcome to ClearView Financial Consultants

Our aim is to help you with whatever areas of finance that are most important to you. We wish to develop long-term relationships with all of our clients and this usually starts by getting to know each other and deciding how it is that we are able to help. So please feel free to contact us with any questions that you may have.

Clear Vision - At ClearView we place our clients at the centre of all we do. We respect your individuality. You will always be made to feel welcome when dealing with us. You will experience a truly first class level of ‘good old fashioned’ professionalism.

Clear principals – We are a traditional business. We meet with our clients face to face and talk directly with you. Many of our clients tell us how much they enjoy the way we do things “how it always used to be done.” We do not believe that important financial planning decisions should be handled by following flow charts or answering a series of questions posed by staff in a call centre. We want to give you our time and knowledge, helping you to build a clear view of how to plan for the road ahead.

Clear communication - You will not leave us feeling overwhelmed or confused by jargon and technical terms. We take a great deal of care and think hard about how we communicate. Let’s face it, we are all different and tailoring the way in which we explain what can sometimes be rather dull information is what sets us apart from many others in our field. Take a look at our Client Comments at the bottom of the page to see for yourself what others have said about the service we have given them.