Investment Planning

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.

I contacted VouchedFor for a free initial consultation, and Paul contacted me quickly, in response. His manner was very friendly and professional - I felt very at ease talking to him. If I require further advice in the future, I would definitely consider contacting Paul.

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

A lovely guy! Extremely helpful, kind and understanding.

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

I was looking to move my company pension into my own private pension pot

How did Paul Davis help you?

Paul advised the best way to do this, but at the same time advised of the pros and cons of such a movement of pension funds

Have you seen the outcome you were hoping for?

Yes, I now have my own pension pot and I can track it’s value via an online tool.

What could they have done better?

Nothing could have been better

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

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

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.

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.

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.

Howard is very warm and personable, his vast wealth of financial expertise is the reason my family and I will be using him and his accomplished team going forward. Would highly recommend.

Excellent service, Clear Financial advice really do give clear financial advice. Would highly recommend.

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

I’m financially clueless

How did Howard Bullock help you?

Advice and support

Have you seen the outcome you were hoping for?

Yes but ongoing

What could they have done better?

Nothing

The Guys at Clearifa really know their market. They offer financial advise that is second to none. highly recommend.

Fantastic knowledge and advise given, Really impressed.

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

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

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

I was made redundant and looking at what to do with pensions i held and need for annuities and required income

How did Howard Bullock help you?

After review of finances came up with a plan and recommendations meeting our needs for the future

Have you seen the outcome you were hoping for?

Feel we have established what we need for our pensions and funds that we can use

What could they have done better?

Nothing

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

So easy to talk to and straight forward advice