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Discover Your Future.

At Clear Future Financial Planners, we provide independent financial advice for business owners and professionals.  We are experts in helping you align your money with your values and identify how much you need to live your chosen life.

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We provide financial advice for business owners and successful professionals to plan their money with confidence.

However life looks like for you, we believe that you should feel confident that you know you have a secure future, and that you can looks forward to the next stage of your life on your terms.

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Understand what your money is invested in and that it's working hard for you.

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Build a clear financial plan for your future that helps you to achieve your ideal life.

Identify how much you’ll need to be comfortable and how to achieve this.

Who we help
What we do

We work best with:

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Business Owners

We provide financial advice to owners of businesses who are either building their business or looking to exit, to design a plan for their future.

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Successful Professionals

We provide financial advice to Directors of businesses and Senior Executives who are beginning to think about retirement and the next stage of their life.

What we do

To help you identify and build your future, we provide the following services to our clients, either via in person meetings or video calls: 

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Retirement Planning
Services

Sustainable Investing

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Financial Advice for Business Owners

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Investment Advice Services

Inheritance Tax Planning Services

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Life Insurance Advice

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We’re proud to be a B Corp, which demonstrates our commitment to using our business as a force for good.

Our financial planners are experts on Sustainable Investing, providing you with a range of options to align with your individual values.

We'e specialists

Your clarity is our mission.

This isn't just a one-off piece of work on a transactional basis. We love getting to know our clients and building long-lasting relationships with them.

We're fully Independent Financial Advisers.

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Meet our team
What our clients say

Hear Lucy's story.

"I always feel very welcomed and reassured by Clear Future"

What our clients say...

We're proud that we've made a positive impact in our clients' lives over the years. Don't just take it from us, hear it from them:

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