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.
A man who is not only good at his profession, but also one who
performs it with genuine concern for the financial wellbeing of his clients
Very professional in all aspects of financial advice. Everything was explained in a plain
and clear manner. Thanks for helping me through a very difficult time
So grateful for a
friends recommendation
James created a very calm relaxed atmosphere for our meeting and listened attentively as we outlined our situation, the actions we had taken, the ones we were considering and the areas we were uncertain in. James was excellent in every way , calling
upon his obvious knowledge he was affirming in some areas, made suggestions for others and we felt he ‘engaged ‘ with our agenda. Throughout, there was a two way dialogue, touches of humour and a definite feeling of moving forward
Our experience of Financial Advisers had not been what you would call easy, so it was a pleasant surprise to meet
Martin who went out of his way to be friendly and efficient in dealing with all of our questions
I will certainly recommend your company to others, and will
contact you again if I need help
We find him very reliable, honest and trustworthy, and always gives
sound advice when dealing with our financial affairs
I would recommend him to anybody
needing financial advice
