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

Welcome to ClearView Financial Consultants

We want you to get to know us. Our intention is to build long term relationships with each of our clients. So who are we and what’s our history?



Martin Smith

Martin has worked in the Financial Services profession since leaving school in 1984 when joining Barclays Bank. He began to provide regulated advice in 1999 and holds a wide range of professional industry qualifications. His specialist area’s of advice are in the fields of Wealth Preservation, Inheritance Tax Planning and Care Cost planning.

Martin Smith

Annabel Hughes

Annabel is a qualified financial adviser who advises clients in areas which include Investments, Care Cost Planning, Inheritance Tax Planning, Personal Insurance and Pensions.

Annabel Hughes

Janice Knights

Janice plays a key role in the company’s everyday administration, whilst also assisting clients with Will writing, Powers of Attorney and Estate administration/probate services.

Janice Knights

James Drake

James joined the company early 2022 having spent the previous 15 years at Barclays Bank working as a Premier Banking Director, managing two teams across Norwich and Cambridge.
James is a fully qualified Financial Adviser, specialising in Inheritance Tax Planning and Pension Transfers. We are delighted having James with us, he brings established relationships, knowledge and a vast amount of experience with him.

James Drake

Alfie Pitt

Alfie joined us in July of 2023 after the completion of his A levels in Business, Economics and History. Alfie had originally met us in the summer of 2022 where he worked with us for two weeks during his work experience, having impressed us immensely we kept in touch. Alfie now plays a key role in the company's administration needs

Alfie Pitt

Claire Hills

Claire Hills