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.
Risk warning – Investment involves risk. The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested. Past performance is not a guide to future results.
The Financial Conduct Authority does not regulate tax advice or Wills and probate.