Inheritance Tax

Cant thank you enough Howard ...very much appreciated, sound advise .. highly recommend

When, like me, your investment knowledge is limited the first things you want from an IFA is someone whose honesty, experience and advice you feel you can trust. If after that you get to like them as a person who shares similar values with you, as I have and do, then the association should prove to be fruitful. I recommended Paul to both my sons when they needed mortgage advice and would not hesitate to recommend him to others.

A lovely guy! Extremely helpful, kind and understanding.

Howard, at Clear, has supplied financial services and advice for a wide circle of colleagues and close friends. His experience and knowledge shines through, and he is dedicated to supplying a top-notch solution for all clients.

Paul gave clear and helpful advice and support with prompt responses in a time-critical situation

very knowledgeable and honest advice highly recommended and you will not regret engaging Clear Financial advice!

I would highly recommend clear financial advice, very knowledgeable and professional at all times.

So easy to talk to and straight forward advice

Howard Bullock was an incredibly pleasant and informative chap. He clearly explained all of the details that were required to my wife and I, and we made an informed decision. We are very pleased with the savings that we made and the services provided by Howard and his company Clear Financial advice and I would highly recommend him to anyone else.

What were the circumstances that caused you to look for a financial adviser?

Knowledge and experience

How did Howard Bullock help you?

First class service and advice from Howard and his team are always efficient and nice to deal with - as is Howard. I always recommend Howard to my clients and other associates.

Have you seen the outcome you were hoping for?

Yes without doubt

What could they have done better?

I cannot think how they could improve further.

What were the circumstances that caused you to look for a financial adviser?

Help with pension and inheritance planning in retirement

How did Howard Bullock help you?

Understood what i wanted and helped put in place the plan i needed

Have you seen the outcome you were hoping for?

Yes it has gone well considering the difficult markets we are having to deal with

What could they have done better?

To be honest not a lot , his advice has been good , he is easy to talk to , takes on board any concerns i might have , and is easy to get hold of when i need to talk.

This man will never be a politician. He answered my questions, clearly and without any BS. I would recommend this man without hesitation.

Paul listened carefully and was incredibly quick to answer all questions and suggest possible solutions. A very impressive and knowledgeable adviser Thank you.

Paul provided impartial, honest and considered advice after listening and considering my needs. His advice proved to be accurate, but most importantly he responded when he said he would and did what he said he would do! This is a basic thing - but not often carried out! I would have no hesitation in recommending Paul in the future.

Thank you very much. He was extremely helpful.

What were the circumstances that caused you to look for a financial adviser?

Inherited a sum of money that I needed advice and knowledge to manage it.

How did Howard Bullock help you?

He suggested several options of what could be done.

Have you seen the outcome you were hoping for?

Although they are long term investments, I a pleased so far.

Paul quickly and simply discussed my issue and gave good advice on how to proceed.

Very helpful and took onboard my needs of reaching out to a Financial Adviser. He took time to listen and give feedback on what my possible options were. I am currently digesting the advice/feedback he gave and Paul has kindly offered to assist me with the subject matter we discussed in a future call. I am grateful for Paul's time and patience. A very switched on individual and talked to me in terminology that I understood - didn't blind me with science, which was the result I had wished for.

I am pleased to be able to refer clients to Howard Bullock because he has alot of experience in investment products and is able to provide professional and honest advice, He is there to help as opposed to just trying to sell products to gain a commission.

What were the circumstances that caused you to look for a financial adviser?

Planning for inheritance tax at time of writing will.

How did Paul Davis help you?

Free consultation to outline allowances and enable appropriate bequests in will without attracting inheritance tax.

Have you seen the outcome you were hoping for?

Yes. Developed a better understanding of inheritance tax and enabled planning and sent advice leaflets. Brilliant.

What could they have done better?

Absolutely nothing.