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Clear Future Financial Planners- Stonehouse, Gloucestershire

Clear Future Financial Planners in Stonehouse

Bringing clarity to your financial future

We care

Your interests at heart

Let us help you build the future you dream of. We are independent financial planners who can help you achieve financial security and peace of mind. We will listen to you to build an understanding of
your circumstances and priorities. We will then use our knowledge of pensions, tax-efficient investments and insurances to create a personalised Financial Plan which will allow you to reach
your goals, protect your family and live the life you choose.

For a complimentary chat to see if we can help you, please contact us.

Clear Future Financial Planners

Trusted by families

Securing your family's future

With over half a century of experience between us, we:

  • Care about our clients
  • Will put you at the centre
  • Are independent
  • Are transparent about fees and charges
  • Won’t give predictions about markets

We believe our work has the most impact on people who are:

If you are thinking about life in retirement and would like expert financial advice on the pensions, investments and assets you have worked hard to accumulate, we can help.  We provide personalised
financial planning to guide you through this key phase and help you prepare for the next, exciting stage in your life.

Clear Future Financial Planners- Stonehouse, Gloucestershire - Approaching Retirement
business owners financial planning
business owners financial planning

You have spent years building up and maintaining your business and may not have had the time to focus on your own and your family’s personal finances.  We can take this off your to-do list and build a financial plan so that you know your hard work is moving you closer to the future you deserve.

While you may be a long way off retirement, taking early action can bring the future you dream of closer, while ensuring protection for you and your family today.  We’re here to help as you set off on the early stages of your financial journey and will be by your side to keep you on the right path.

Portrait of a happy mother and son saving money in a piggybank and smiling - home finances concepts
Clear Future Financial Planners- Stonehouse, Gloucestershire - Sustainable Investors - Solar Panels
Clear Future Financial Planners- Stonehouse, Gloucestershire - Sustainable Investors - Solar Panels

We understand your desire to align your pensions and investments with your values, as you consider the future of our planet as well as your own.  We provide sustainable investment advice that enables you to rest assured that your money is invested in a manner you are comfortable with.

What People Say About Us

Client Testimonials

Your Journey

We want to be by your side on your journey.  We love seeing you progress towards your goals and achieving the peace of mind you deserve. 

We know there will be ups and downs as you move through life.  We will be there to help you through the tough times and keep you travelling towards financial security.

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Seeking Financial Advice?

We are proud to be trusted by local families who recognise the value of having an expert on their side. 

Let us use our five decades of experience to help you.

Please fill out the form and we will get back to you shortly.

Clear Future Financial Planners in Stonehouse - Reviews On Google
Sarah & Karl DaviesSarah & Karl Davies
13:10 04 Apr 22
I first approached Clear Future Financial Planners (CFFP) three years ago as I had several pension pots and was unsure if they were providing the best return. Simon reviewed my situation then discussed everything in 'plain English' advising on the various options available to me. I decided to combine my pension funds & move everything to a new plan that would work my fund and hopefully provide a much better return (although I know nothing in life, or pensions, is ever guaranteed). I periodically receive updates from (CFFP) which are clear & easy to understand & Simon and the team are always on hand should I have any questions or need further advice.I would not hesitate to recommend to anyone needing professional financial advice.
John HennesseyJohn Hennessey
17:31 07 Feb 22
I have received excellent service and advice from Simon with regards to my pension possibilities. Thanks to that advice I was able to retire several years early. Simon also takes care of my wife's pension advice resulting in her also retiring several years before state retirement age. We have no hesitation in recommending Clear future financial Planners.
Su ChardSu Chard
17:28 11 Nov 21
We are, like many people, under-skilled and often anxious about our investments. That changed dramatically when we put our finances in the hands of CF Financial Planners. We value them for their expertise, insight, communication skills and processes and honest clarity but most importantly, to us, the humanity and respect with which we are treated. We always leave feeling that:1, We have made good and informed decisions.2, That our wishes and worries were heard and acted upon.3, That the actions taken by Simon on our behalf are the best they can be in the turbulent world of finance.Money matters are always volatile and never easy but CFFP offer all the support we could ever wish for. We highly recommend them.
Tim EvansTim Evans
16:44 05 Nov 21
Just had our second annual review and we were extremely pleased by the manner in which it was conducted. We went through our current situation and then reviewed our investments. Decisions were taken about a possible change of direction with investment and the consequences of such moves were discussed. Most helpful were the graphs displayed to clarify further the potential of future investments. Also, the fact that the meeting was followed with a written summary of all our discussions with a clear outline of the way forward meant that there could be no misunderstanding of what had been agreed.An excellent experience overall and one that gave much confidence regarding the future.
Maria HemmingsMaria Hemmings
15:05 19 Oct 21
Right from the start, Simon has provided an excellent, professional service. He has helped us clarify our position, presented us with options and answered our questions patiently and clearly. As well as managing our portfolio, he is very skillful and patient during our review meetings at getting us to focus, to discuss and to agree on our goals and the next stage of our plan of action. We feel happy and confident that our retirement finances are in good hands.